Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Jupiter Merlin Balanced Portfolio I Acc (0P0000U20S)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.70 -0.03    -0.95%
01/05 - Delayed Data. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.52B
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB00B4351D99 
Asset Class:  Other
Jupiter Merlin Balanced I Acc 2.70 -0.03 -0.95%

0P0000U20S Overview

 
Find basic information about the Jupiter Merlin Balanced Portfolio I Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000U20S MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change6.07%
Prev. Close2.73
Risk Rating
TTM Yield2.50%
ROE24.94%
IssuerJupiter Unit Trust Managers Ltd
Turnover15.96%
ROA8.93%
Inception DateSep 19, 2011
Total Assets1.52B
Expenses1.58%
Min. Investment1,000,000
Market Cap26.66B
CategoryGBP Moderately Adventurous Allocation
What is your sentiment on Jupiter Merlin Balanced I Acc?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1031 1031 1086 1199 1371 2044
Fund Return 3.13% 3.13% 8.64% 6.23% 6.52% 7.41%
Place in category 1060 1060 929 88 157 59
% in Category 81 81 73 10 22 13

Top Other Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Jupiter Merlin Balanced I Inc 149.37M 3.13 6.72 7.47
  Jupiter Merlin Balanced Portfolio A 275.71M 0.23 5.81 6.28
  Jupiter Merlin Balanced Portfolio I 6.23M 0.23 6.29 6.33
  Jupiter Distribution Inc 10.46M -0.52 -1.45 1.79
  Jupiter Distribution Acc 62.06M -0.52 -1.45 1.78

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 80 Equity Fund A Inc 11.12B 2.96 6.53 8.34
  LifeStrategy 80 Equity Fund A Acc 11.12B 2.96 6.53 8.34
  Baillie Gifford Managed A Acc 5.55B 0.81 -4.98 6.40
  Baillie Gifford Managed A Inc 5.55B 0.82 -4.98 6.40
  Baillie Gifford Managed B Acc 5.55B 1.01 -3.98 7.58

Top Holdings

Name ISIN Weight % Last Change %
Jupiter Global Value I GBP Q Inc LU2622198526 15.22 - -
IFSL Evenlode Income C Inc GB00BD0B7G86 11.02 - -
  Jupiter Income Trust Inc GB0004791389 9.59 5.23 -0.47%
  Findlay Park American USD IE0002458671 8.37 206.360 -0.28%
  Man GLG UK Income Fund Professional Income Shares GB00B0117D35 8.29 1.33 -0.97%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000U20S Comments

Write your thoughts about Jupiter Merlin Balanced Portfolio I Acc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email