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Jupiter Merlin Growth Portfolio Acc (GBP)

Performance History31/03/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter Merlin Growth Portfolio Acc (GBP)
Fund17.46.65.315.34.3
+/-Cat-3.2-0.81.9-8.2-0.9
+/-B’mrk-6.9-4.90.4-12.9-0.8
 
Key Stats
NAV
27/04/2017
 GBX 386.91
Day Change -0.38%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Flexible Investment
ISIN GB0003629267
Fund Size (Mil)
31/03/2017
 GBP 1982.53
Share Class Size (Mil)
31/03/2017
 GBP 757.28
Max Initial Charge 5.25%
Ongoing Charge
31/08/2016
  2.48%
Morningstar Research
Analyst Report

John Chatfeild-Roberts and Algy Smith-Maxwell’s high-conviction approach to manager selection has served investors in the Jupiter Merlin Growth Portfolio well, providing them with significant outperformance of its category peers over time. They...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
Investment Objective: Jupiter Merlin Growth Portfolio Acc (GBP)
"The fund invests predominantly in unit trusts, OEICs, Exchange Traded funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property, with a core in the UK."
Returns
Trailing Returns27/04/2017
YTD3.55
3 Years Annualised10.81
5 Years Annualised10.12
10 Years Annualised6.75
12 Month Yield 0.00
Management
Manager Name
Start Date
John Chatfeild-Roberts
01/05/1997
Algy Smith-Maxwell
01/05/1997
Inception Date
14/09/1992
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE APCIMS GrowthMSCI World NR USD
Portfolio Profile for  Jupiter Merlin Growth Portfolio Acc (GBP)31/12/2016
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock86.171.8384.34
Bond2.200.002.20
Property0.000.000.00
Cash213.40204.968.44
Other6.801.785.02
Top 5 Regions%
United States42.46
United Kingdom32.78
Japan7.25
Eurozone4.98
Asia - Emerging3.24
Top 5 Sectors%
Financial Services20.14
Healthcare15.34
Industrials13.29
Technology13.16
Consumer Cyclical11.94
Top 5 HoldingsSector%
Findlay Park American USD25.15
Jupiter UK Special Situations11.36
Fundsmith Equity I Inc11.00
CF Woodford Equity Income Z Ster... 10.63
Stewart Inv Asia Pac Ldrs B Acc GBP6.95
Jupiter Merlin Growth Portfolio Acc (GBP)