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Jupiter Merlin Balanced Port I Acc

Price: 348.30p|Change: 0.01 (0.27%)

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)1,597 GBP (09/04/2026)
Fund size (mil)2,170 GBP (27/02/2026)

Top 10 holdings

Assets in top 10 holdings %84.84
Total number of equity holdings0
Total number of bond holdings0
Holdings 28/02/2026% of assets
WS Morant Wright Nippon Yield B Inc19.21
Jupiter Global Value I GBP Q Inc15.14
Man Income Professional Inc D9.79
BlueBox Funds Global Technology J $ Acc7.57
MFS Meridian Contrarian Value IS2 USD6.74
IFSL Evenlode Income C Inc5.80
Aegon High Yield Global Bd J Inc GBP Hdg5.67
Prevatt Global Investments5.41
JupiterMerian Glb Eq AbsRt I £ H Acc4.80
Janus Henderson Hrzn Glb SC M1 USD4.72