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Jupiter Merlin Balanced Port I Acc

Price: 371.19p|Change: 0.00 (0.13%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)1,688 GBP (19/06/2026)
Fund size (mil)2,069 GBP (30/04/2026)

Top 10 holdings

Assets in top 10 holdings %84.67
Total number of equity holdings0
Total number of bond holdings0
Holdings 31/05/2026% of assets
WS Morant Wright Nippon Yield B Inc18.27
Jupiter Global Value I GBP Q Inc14.12
Man Income Professional Inc D9.44
BlueBox Funds Global Technology J $ Acc9.09
MFS Meridian Contrarian Value IS2 USD6.79
Prevatt Global Investments5.87
Aegon High Yield Global Bd J Inc GBP Hdg5.62
IFSL Evenlode Income C Inc5.42
Invesco Em Mkts ex China UK Z Inc5.20
Janus Henderson Hrzn Glb SC M1 USD4.86