Jupiter unveils absolute return fund within Merlin multi-manager range

NURS version of Jupiter Merlin Real Return Portfolio SICAV

Beth Brearley
clock • 2 min read

Jupiter has today launched an absolute return-focused fund within its Merlin multi-manager range.

Jupiter Merlin Real Return is a UK-domiciled unit trust and a NURS version of the Jupiter Merlin Real Return Portfolio SICAV. The new fund aims to deliver a return of 3% net of fees above the Consumer Price Index over three-year rolling periods. Managed by Jupiter's independent funds team - led by head of strategy, independent funds, John Chatfeild-Roberts - the fund will be heavily biased towards investing in long/short equity absolute return strategies but will also invest in selected equity funds and physical gold, with the ability to invest in fixed interest, commodities and property...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the Week: Investors split after Trump victory; Public finances on 'firm footing'; Tax hikes spur fund outflows

Stories of the Week: Investors split after Trump victory; Public finances on 'firm footing'; Tax hikes spur fund outflows

US Presidency, public finances and tax hikes: The biggest stories from the world of investment and asset management this week

clock 08 November 2024 • 1 min read
Partner Insight: Private markets myth-busting - Valuing private businesses

Partner Insight: Private markets myth-busting - Valuing private businesses

While private equity holdings are not valued in the same way as public companies, there are several different ways to arrive at an accurate valuation picture. James Lowe talks to Citywire Wealth Manager about the different approaches.

James Lowe, Director, Private Markets, UK Wealth at Schroders
clock 05 November 2024 • 3 min read
Partner Insight:  It's time to lock in these yields… while you still can

Partner Insight: It's time to lock in these yields… while you still can

Ben Deane, Investment Director, Sterling Investment Grade, Fidelity International
clock 05 November 2024 • 6 min read
Trustpilot