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Jupiter Merlin Income Portfolio (Inc)  

The Jupiter Merlin Income Portfolio is an actively managed fund of funds and sits within the cautious managed sector.  It could be suitable for investors seeking to hold a well-diversified portfolio of income producing funds our managers believe capable of producing superior total returns.

The funds held in the Jupiter Merlin Income Portfolio invest in equities, fixed interest stocks, commodities and property, principally in the UK. As a proportion of the fund is invested in fixed interest securities, the portfolio may be suitable for the more cautious investor.

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
  • Designed for income investors seeking a well-diversified portfolio where asset allocation is actively managed by a team of investment professionals
  • May also suit growth investors who want to adopt a more cautious approach by accumulating income

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: 5
  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)
102.17107.763.91,167.6

Percentage Growth
1 Year3 Years5 YearsSince Launch
-5.324.854.1257.6

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
8.714.015.314.5-4.9

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 fund's annual management fee together with the trustee fees and other expenses are charged to capital.  This will enhance income but restrict capital growth. 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.


 
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For further information please contact one of the team.
 
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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.