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Jupiter Merlin Growth Portfolio Acc

Performance History31/12/2016
Growth of 1,000 (GBP) Advanced Graph
Jupiter Merlin Growth Portfolio Acc
Fund6.517.46.65.315.3
+/-Cat-2.5-3.2-0.81.9-8.2
+/-B’mrk-4.2-6.9-4.90.4-12.9
 
Key Stats
NAV
16/01/2017
 GBX 383.71
Day Change 0.70%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Flexible Investment
ISIN GB0003629267
Fund Size (Mil)
30/12/2016
 GBP 1959.73
Share Class Size (Mil)
30/12/2016
 GBP 751.34
Max Initial Charge 5.25%
Ongoing Charge
31/08/2014
  2.42%
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
"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 Returns16/01/2017
YTD2.70
3 Years Annualised9.46
5 Years Annualised10.17
10 Years Annualised7.35
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 Acc30/09/2016
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock84.780.0084.78
Bond1.750.001.75
Property0.000.000.00
Cash192.44185.047.40
Other7.441.386.06
Top 5 Regions%
United States37.72
United Kingdom32.63
Eurozone9.62
Japan6.77
Europe - ex Euro3.81
Top 5 Sectors%
Financial Services16.86
Healthcare16.74
Industrials13.99
Consumer Defensive13.49
Technology12.73
Top 5 HoldingsSector%
Findlay Park American USD23.74
CF Woodford Equity Income GBP Z Inc11.43
Fundsmith Equity I Inc10.94
Jupiter UK Special Situations10.81
Stewart Inv Asia Pac Ldrs B Acc GBP7.20
Jupiter Merlin Growth Portfolio Acc