Jupiter Merlin Balanced Portfolio J Inc (0P0001JUA6)

1.59540 GBP

0.0042

0.26%

Last update May 13, 8:00 AM BST

Main market

Previous close

1.59960

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Jupiter Merlin Balanced Portfolio J Inc

1.60

0.00

0.26%

Composition

Weight by sector

17.52% Financial Services

16.39% Industrials

16.34% Technology

12.73% Consumer Cyclical

10.69% Consumer Defensive

Financial Services

17.52%

Industrials

16.39%

Technology

16.34%

Consumer Cyclical

12.73%

Consumer Defensive

10.69%

Healthcare

7.98%

Basic Materials

7.30%

Communication Services

4.14%

Energy

3.56%

Realestate

2.27%

Utilities

1.08%

Asset allocation

77.42% Stocks

Stocks

77.42%

Bonds

6.84%

Cash

4.16%

Top 10 holdings (78.77% of total assets)

12.61% Findlay Park American USD

11.18% TB Evenlode Income C Inc

10.05% Fundsmith Equity I Inc

9.33% Jupiter Global Value I GBP Acc

8.82% Man GLG Income Professional Inc D

7.92% Allianz Strategic Bond I Inc

5.35% LF Morant Wright Nippon Yield B Inc

5.04% Jupiter Income Trust L Inc

Findlay Park American USD

12.61%

TB Evenlode Income C Inc

11.18%

Fundsmith Equity I Inc

10.05%

Jupiter Global Value I GBP Acc

9.33%

Man GLG Income Professional Inc D

8.82%

Allianz Strategic Bond I Inc

7.92%

LF Morant Wright Nippon Yield B Inc

5.35%

Jupiter Income Trust L Inc

5.04%

M&G Global Dividend GBP A Inc

4.65%

BlackRock Natural Res Gr & Inc A Inc

3.82%