Jupiter Merlin Conservative Portfolio I Acc

Willis Owen Research Commentary

Fund Managers John Chatfeild-Roberts and Algy Smith-Maxwell have extensive experience managing multi-asset funds. This cautiously managed portfolio is focused on preserving capital and providing stable long-term growth. The process is under-pinned by a careful review of global economic conditions which will determine asset allocation and influence fund selection. This leads to a longer-term approach and a concentrated portfolio. The team will meet underlying managers biannually to assess the risk/return profile and overall style fit. Recently the fund has started to take on ESG considerations and in-house funds are used to keep costs down.

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