Fund in Focus: Jupiter Merlin Balanced

Looking for a one-stop-shop fund? This Gold Rated multi-asset offering is suitable for a core holding in your portfolio or for beginner investors looking for a first time fund

Morningstar Manager Analysts 8 January, 2015 | 4:42PM

This article is part of Morningstar’s Guide to Investing Ideas for 2015, our comprehensive round-up of where the most promising stocks, funds and markets can be found this year.

Jupiter Merlin Balanced Portfolio is a top-notch offering for investors seeking an actively managed fund of funds with a growth and income focus.

A major strength of the fund is the quality and experience of its management team. John Chatfeild-Roberts, the group’s CIO, Peter Lawery, and Algy Smith-Maxwell have worked together for more than 10 years, having previously been at Lazard Asset Management. Lawery will step back from fund management at the end of 2014, thereafter becoming a consultant and focusing on macro research; however, he will remain on the portfolio review committee. Having boosted the team with two experienced hires in 2011, there are no plans to replace Lawery. While this is a key change, our concerns are mitigated by the robustness of the team and the length and quality of experience provided by the remaining managers and architects of the strategy, as well as the continuity provided by Lawery in a consulting capacity.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Morningstar Manager Analysts

Morningstar Manager Analysts  research and rate hundreds of OEICs, unit trusts and investment trusts available for sale in the UK.

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