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Funds of Funds

Jupiter offers a range of four funds of funds which are collectively known as the Jupiter Merlin Portfolios. The four portfolios are designed to suit a variety of investors' needs, providing different geographical weightings, exposure to equities and fixed interest assets, plus the option to invest in property assets.

This enables you to choose the portfolio that best matches your investment circumstances and needs.

Jupiter Merlin Income Portfolio
The underlying funds in this Portfolio consist of mainly UK-based, income generating investments, with up to 60% of the Portfolio held in equities and much of the balance invested in fixed interest.

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Jupiter Merlin Balanced Portfolio
This Portfolio invests in funds that provide exposure to international equities and fixed interest stocks.

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Jupiter Merlin Growth Portfolio
The underlying funds in this Portfolio invest in equities and fixed interest stocks across a range of geographical areas, with a core holding in the UK.

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Jupiter Merlin Worldwide Portfolio
This Portfolio has no particular geographical bias and consequently invests in international equities and fixed interest stocks across a wide range of geographical areas.

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Downloads
 Jupiter Merlin Portfolios brochure
 Jupiter Merlin Portfolios factsheet

More information about funds of funds

  Visit our Knowledge Centre

Past performance should not be seen as a guide to future performance. The value of investments can fall as well as rise.


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