Jupiter Merlin Portfolios reports
Jupiter Merlin Balanced Portfolio
Factsheet | Download here |
Monthly commentary | Download here |
Quarterly annual reviews | Download here |
Annual report | Download here |
Interim report | Download here |
Jupiter Merlin Conservative Select
Factsheet | Download here |
Monthly commentary | Download here |
Quarterly annual reviews | Download here |
Annual report | Download here |
Interim report | Download here |
Jupiter Merlin Growth Portfolio
Factsheet | Download here |
Monthly commentary | Download here |
Quarterly annual reviews | Download here |
Annual report | Download here |
Interim report | Download here |
Jupiter Merlin Income and Growth Select
Factsheet | Download here |
Quarterly annual reviews | Download here |
Annual report | Download here |
Interim report | Download here |
Jupiter Merlin Income Portfolio
Factsheet | Download here |
Monthly commentary | Download here |
Quarterly annual reviews | Download here |
Annual report | Download here |
Interim report | Download here |
Jupiter Merlin Moderate Select
Factsheet | Download here |
Monthly commentary | Download here |
Quarterly annual reviews | Download here |
Jupiter Merlin Worldwide Portfolio
Factsheet | Download here |
Monthly commentary | Download here |
Quarterly annual reviews | Download here |
Annual report | Download here |
Interim report | Download here |
Jupiter Merlin client literature
Introductory brochure | Download here |
Guide to portfolio construction | Download here |
Factsheet booklet | Download here |
Approach to ESG brochure | Download here |
Merlin Select brochure | Download here |
Capital Gains Tax white paper | Download here |
Related insights
Jupiter Merlin Webcast: Is inflation getting back in sync?
Merlin Weekly Macro: The rehabilitation of The Iron Lady
Merlin Weekly Macro: Old challenges for any new government
Important Information
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.
The Jupiter Merlin Conservative Portfolio can invest more than 35% of its value in securities issued or guaranteed by an EEA state. Jupiter Merlin Income, Jupiter Merlin Balanced and Jupiter Merlin Conservative: all of these Portfolios’ expenses are charged to capital, which can reduce the potential for capital growth.
The NURS Key Investor Information Document, Supplementary Information Document and Scheme Particulars are available from the document library.