What we offer
ESG & stewardship
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.
Meet the team
Jupiter Independent Funds Team
The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of fund managers John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis, investment director Alastair Irvine, and equities analyst George Fox.
With decades of industry experience between them, the Team, is completely focused on generating outperformance for their clients using the multi-manager concept. An important factor of their success is that the team sit with the rest of the investment talent at Jupiter, benefiting from the expertise and exchange of ideas with other highly skilled individuals.
What we offer
Key fund literature
Click the button below to download all fund literature of Jupiter Merlin Portfolios.