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Jupiter Merlin Growth Portfolio (Inc)  

The Jupiter Merlin Growth Portfolio is an actively managed fund of funds which could be suitable for investors looking to hold a well-diversified portfolio of funds our managers believe capable of producing superior total returns.

The funds held in the Jupiter Merlin Growth Portfolio invest in international equities, fixed interest stocks, commodities and property, with a core in the UK but with some exposure across a diversified geographical range.

The Jupiter Independent Funds Team
The Portfolios are managed by John Chatfeild-Roberts, Peter Lawery and Algy Smith-Maxwell.

Key fund facts

  • Experienced, independently rated, award-winning fund management team, with more than 45 years experience between them
  • Highly diversified portfolio, reducing the risk associated with investing in any one particular geographical region or sector
  • Designed for growth investors seeking a fund that invests in the world's major stock markets whilst retaining a UK bias

Downloads

 Fund factsheet
 Jupiter Merlin Portfolios brochure

Fund Ratings
  1. S&P Research: AAA
  2. OBSR Rating: AAA
  3. Lipper Total Return: 5
  4. Lipper Consistent Return: 4
  5. Lipper Capital Preservation: 5

Fund Manager
  1. John Chatfeild-Roberts Citywire: A
  2. Algy Smith-Maxwell Citywire: A
  3. Peter Lawery Citywire: A
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
181.44191.190.1768.1

Percentage Growth
1 Year3 Years5 YearsSince Launch
-3.643.4111.1320.7

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
22.320.326.617.5-3.6

Fund prices and yields are calculated as at the valuation point on 19/8/2008

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 31/05/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/05/2008. The Citywire ratings shown are the three year ratings as at 31/05/2008. Lipper ratings are sourced from Lipper as at 31/05/2008. Please see the online glossary within the help section for further definition of these ratings.

The investment remit of the Jupiter Merlin Portfolios was widened on the 17 July 2006. These changes may affect performance in the future. For details of the new investment powers please read the Key Features (Incorporating the Simplified Prospectus).

The Jupiter Merlin Portfolios, with the exception of the Jupiter Merlin Balanced Portfolio, were managed by John Chatfeild-Roberts and his team at Lazard from 01.05.97 until 01.03.01.  On 01.03.02 the management of these funds were fully transferred to Jupiter under the same management team.
Funds of Funds Contact Us Fund Literature
Merlin Growth (Acc)
Merlin Growth (Inc)
For further information please contact one of the team.

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   		For more information about the Fund, a range of literature items are available.
 
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 Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority, whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS, under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.