Multi-Asset Fund Detail

Willis Owen Research Commentary

The Jupiter Merlin team, headed by John Chatfield-Roberts, has extensive experience in running Funds of Funds. An overview of global economic conditions determines first the asset allocation decisions, followed by rigorous fund manager selection. The portfolio takes a long term view on asset allocation, to avoid excessive turnover. The team aim to capture the upside of rising markets while limiting downside when market conditions become more challenging. This strategy has delivered strong returns, with performance in recent years particularly encouraging. Along with capital growth the fund aims to have a healthy yield.

Below is the online factsheet for your selected instrument.

You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.

Load Animation