A number of upcoming changes to Jupiter’s Merlin Select fund-of-funds range, including a reduction in charges, represent the culmination of a four-year project to broaden its appeal to the advice market, according to investment manager David Lewis.
From 2 November, the broader £7.2bn Merlin range will comprise two "wings", with the legacy unfettered Balanced, Growth, Income and Worldwide portfolios grouped under a new ‘Signature' sub-brand. This will be a cosmetic modification to the range, which launched in 1992, with no changes to investment strategy, risk profile or fees. Meanwhile, the four-strong £630.5m Jupiter Merlin Select range, formed in 2023, was augmented with the launch of two new funds on 12 August – Balanced and Growth – with the suite now stretching across Defaqto risk ratings ‘3' to ‘8'. A wider refresh will see...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
