O'Reilly logo

Fundology: The Secrets of Successful Fund Investing by John Chatfeild-Roberts

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

9. Jupiter Merlin in action

“Uncertainty and expectation are the joys of life.”

William Congreve

What the fund does

As an example of how my team at Jupiter invests in funds, I am going to use the Jupiter Merlin Growth Portfolio. We perceive it as a ‘one-stop shop’ for a UK based investor who wants a diversified portfolio exposed to the opportunities available in equity markets across the world, but who doesn’t want all his investments outside the UK. Some people use it as a ‘core’ portfolio before adding other favourites of theirs around the edges; but in many ways, not least the taxation advantages of the capital gains tax position (whereby the profits on any sales we make within the fund are not taxable), if you are happy with it as ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required