Jupiter Merlin Conservative Portfolio I Acc

Willis Owen Research Commentary

The Jupiter Merlin team, headed by John Chatfield-Roberts, has extensive experience in running Fund of Funds. This cautiously managed portfolio has a minium of 45% allocated to fixed interest and cash and a maximum of 35% in equities. The process is under-pinned by a careful review of global economic conditions which will determine asset allocation and influence fund selection. This produces a fairly concentrated and high conviction portfolio which tends to have low turnover and any tactical changes are made on an incremental basis. Fees are reasonably competitive as there is no double charging if in-house funds are used.

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