The Jupiter Merlin Worldwide Portfolio is an actively managed fund of funds which may be suitable for investors looking to hold a well-diversified portfolio of funds investing in global stock markets which our managers believe capable of producing superior total returns.
The Portfolio has no particular geographical bias - the managers are instead free to invest in the regions and funds they believe have the greatest potential. The underlying funds invest in international equities, fixed interest stocks, commodities and property.
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.
- Blends a truly global strategy with a fund of funds approach, resulting in an investment which has greater international diversification opportunities than a standard unit trust.
- Could appeal to investors whose existing portfolio is overweight or biased towards a specific region, for example the UK.
Downloads
Fund factsheet
Jupiter Merlin Portfolios brochure