Multi-Managers Portfolio
Blending the best funds we can find to help meet a range of investment objectives
Please bear in mind that all investments involve risk and the value of, and any potential income from, your investment may fluctuate and are not guaranteed.
Run by the highly experienced Jupiter Independent Funds Team, our multi-manager portfolios are collections of funds, which in themselves might invest in shares, bonds or other types of investments such as gold.
The Jupiter Merlin Portfolios range of multi-manager funds (also known as fund of funds) is built on the premise that investors should be able to outsource the process of fund selection to a professional team of experts, if they so desire. To this end, our experts research the entire fund universe for what they consider to be the best available fund choices, blending these into portfolios that also reflect their views about the risks and opportunities of the current market environment.
That multi-manager approach can be harnessed to meet various investment goals including capital growth and sustainable income. It can also be applied across a range of different investment styles, from a relatively cautious blend of bonds and shares to a more aggressive blend of funds, across both developed and emerging markets.
In the spotlight
Jupiter Merlin Balanced Portfolio
Designed to deliver
Six multi-manager funds constructed to deliver a range of specific outcomes
Latest Insights
Merlin Weekly Macro: US inflation moves stubbornly sideways
Merlin Weekly Macro: US inflation moves stubbornly sideways
The Jupiter Merlin team assess the likelihood of the Federal Reserve cutting interest rates this year given that economic data continues to raise eyebrows.
Read time - 7 min.
12.04.2024
Merlin Weekly Macro: A threat to the rules-based order
Merlin Weekly Macro: A threat to the rules-based order
The Jupiter Merlin team assess the existential threats faced by Ukraine and Israel, and the challenges posed by nations who wilfully defy the rules-based order.
Read time - 16 min.
05.04.2024
Merlin Weekly Macro: Interpreting the Fed’s policy signals
Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Read time - 12 min.
28.03.2024
Merlin Weekly Macro: The rehabilitation of The Iron Lady
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Read time - 12 min.
22.03.2024
Asset Class
Alternatives
Our alternative fund managers invest in non-traditional investment strategies and assets to gain an ‘edge’
Shares
Investing in shares of companies from around the world, across a wide range of industry sectors and regions
Bonds
Investing in government and corporate bonds globally, for income and potential capital gains