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Jupiter Merlin Balanced Portfolio I Inc (0P0000U20V)

London

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1.73 -0.01 -0.81%

28/02 - Delayed Data. Currency in GBP

Type: Fund

Market: United Kingdom

Issuer: Jupiter Unit Trust Managers Ltd

ISIN: GB00B3X5X818

Asset Class: Other

Morningstar Rating:
Total Assets: 139.29M

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Jupiter Merlin Balanced Portfolio I Inc Overview

Find basic information about the Jupiter Merlin Balanced Portfolio I Inc 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 0P0000U20V MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B3X5X818)

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Technical Chart

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Rating

1-Year Change5.08%

Prev. Close1.74

Risk Rating

TTM Yield4.01%

ROE18.21%

IssuerJupiter Unit Trust Managers Ltd

Turnover81.41%

ROA7.35%

Inception DateSep 19, 2011

Total Assets139.29M

Expenses1.58%

Min. Investment1,000,000

Market Cap15.09B

CategoryGBP Moderately Adventurous Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1048	1069	1135	1242	1430	2058
Fund Return	4.83%	6.89%	13.46%	7.5%	7.41%	7.49%
Place in category	73	71	466	73	87	57
% in Category	7	8	40	8	12	11

Top Other Funds by Jupiter Unit Trust Managers Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Jupiter Merlin Balanced I Acc	1.48B	4.84	6.51	7.23
Jupiter Merlin Balanced Portfolio A	266.75M	5.96	3.12	6.33
Jupiter Merlin Balanced Portfolio I	5.46M	7.46	4.08	6.59
Jupiter Distribution I Acc	131.86M	3.05	1.35	2.52
Jupiter Distribution I Inc	37.89M	3.04	1.44	2.55

Top Funds for GBP Moderately Adventurous Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 80 Equity Fund A Acc	13.63B	14.64	5.85	8.51
LifeStrategy 80 Equity Fund A Inc	13.63B	14.64	5.85	8.50
Baillie Gifford Managed A Acc	4.85B	7.75	-3.98	6.93
Baillie Gifford Managed A Inc	4.85B	7.80	-3.99	6.92
Baillie Gifford Managed B Acc	4.85B	8.86	-3.03	8.09

Top Holdings

Name	ISIN	Weight %	Last	Change %
Jupiter Global Value I GBP Q Inc	LU2622198526	14.67	-	-
WS Morant Wright Nippon Yield B Inc	GB00B2R83B20	14.11	-	-
IFSL Evenlode Income C Inc	GB00BD0B7G86	11.27	-	-
Man GLG UK Income Fund Professional Income Shares	GB00B0117D35	9.26	1.39	0%
Findlay Park American USD	IE0002458671	9.24	226.340	+1.24%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Neutral	Buy
Technical Indicators	Sell	BUY	Strong Buy
Summary	Sell	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Jupiter Merlin Ba.	1.73	-0.01	-0.81%