Jupiter’s solutions offering consists of the Merlin range, expertly managed multi-asset portfolios for UK investors that blend funds from leading managers across the market.
The experienced Merlin team conducts rigorous, independent research to select and actively monitor underlying funds, aiming to deliver strong risk-adjusted returns over the long term. By diversifying across asset classes, styles and fund houses, the range provides broad exposure with professional oversight, removing the need for advisers to select and rebalance funds themselves.
Designed to align with varying risk appetites, the Merlin portfolios offer a transparent, disciplined and time-efficient solution for independent financial advisers seeking robust investment outcomes for clients.
Click here to learn more about the Jupiter Merlin range.
Funds in this theme
Fund Specific Risks
For a more detailed explanation of risk factors, please refer to the “Risk Factors” section of the Scheme Particulars.
All of the Jupiter Merlin portfolios carry the following fund risks:
- Currency (FX) Risk - The Fund can be exposed to different currencies and movements in foreign exchange rates can cause the value of investments to fall as well as rise.
- Pricing Risk - Price movements in financial assets mean the value of assets can fall as well as rise, with this risk typically amplified in more volatile market conditions.
- Derivative risk - the Fund may use derivatives to reduce costs and/or the overall risk of the Fund (this is also known as Efficient Portfolio Management or “EPM”). Derivatives involve a level of risk, however, for EPM they should not increase the overall riskiness of the Fund.
- Counterparty Risk - the risk of losses due to the default of a counterparty e.g. on a derivatives contract or a custodian that is safeguarding the Fund’s assets. Additionally, Jupiter Merlin Conservative Select, Jupiter Merlin Monthly Income Select, Jupiter Merlin Moderate Select, Jupiter Merlin Income Portfolio, Jupiter Merlin Balanced Portfolio and Jupiter Merlin Income & Growth Select have the following fund risk:
- Interest Rate Risk - The Fund can invest in assets whose value is sensitive to changes in interest rates (for example bonds) meaning that the value of these investments may fluctuate significantly with movement in interest rates e.g. the value of a bond tends to decrease when interest rates rise.
- Credit Risk - The issuer of a bond or a similar investment within the Fund may not pay income or repay capital to the Fund when due. Furthermore, Jupiter Merlin Conservative Select, Jupiter Merlin Monthly Income Select, Jupiter Merlin Income Portfolio, Jupiter Merlin Balanced Portfolio and Jupiter Merlin Income & Growth Select have the following fund risk:
- Charges from capital - Some or all of the Fund’s charges are taken from capital. Should there not be sufficient capital growth in the Fund this may cause capital erosion.
Important information
This webpage is information only and is not investment advice.
The value of investments and income may go down as well as up and investors may not get back amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.
The views expressed are those of the Fund Manager(s) at the time of writing, are not necessarily those of Jupiter as a whole and may be subject to change. This is particularly true during periods of rapidly changing market circumstances. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given.