3 Top Rated Multi-asset Funds

Which multi-asset funds do Morningstar analysts rate highly? We screen for the top funds offering investors a one-stop shop for their investment needs

Randal Goldsmith 16 December, 2016 | 11:39AM

This article is part of Morningstar's Guide to Alternative Investing; providing everything you need to know about property, commodities, infrastructure and other diversifying assets. 

Jupiter Merlin Balanced

Morningstar Analyst Silver Rated

John Chatfeild-Roberts and Algy Smith-Maxwell’s high-conviction approach to manager selection has served investors in the Jupiter Merlin Balanced Portfolio well, providing them with significant outperformance of its category peers over time. They run a concentrated list of underlying managers, typically backing them for many years; for example, Neil Woodford and Findlay Park have featured throughout. The fund has outperformed consistently in the tougher years like 2008, 2011, and 2015, doing a better job than peers at protecting investors’ capital, and has outperformed in the majority of other years.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Investec Cautious Managed A Acc380.05 GBP0.03
Janus Henderson Cautious Mgd A Acc254.94 GBP1.21
Jupiter Merlin Balanced Portfolio Acc202.67 GBP1.12

About Author

Randal Goldsmith  is a Manager Research Analyst with Morningstar.

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