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Jupiter Merlin

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  • They are different funds in different sectors with different objectives. The Artemis fund is in the UK Equity Income Sector and the Jupiter fund is in the Cautious Managed Sector. The Artemis fund is higher risk than the Jupiter fund.
    Dunstonh.

    Obviously you have access to better information/data than me as when I check the citywire fund list it shows Jupiter inc and artemis inc as in the equity income sector.

    The morningstar site also show boh funds in the same sector.

    Is there any site that correctly categorises the funds in the proper fund risk category?
    If it helps, I've just noticed that you're both making different comparisons - dunstonh is comparing Artemis Income with one of the Merlin funds and you're comparing it with a Merlin constituant fund.

    I've had various Jupiter funds for quite a few years and am generally happy with them - they may not be at the top of the ranks all the time, but neither is anyone - that's why you go for diversity of Managers so if one has a bad head another will balance out his failings.
    You've never seen me, but I've been here all along - watching and learning...:cool:
  • Stavros_3
    Stavros_3 Posts: 1,288 Forumite
    Bump

    F.A.O Dunstonh, what would in your oppinion be the ideal asset allocation split for cautious to medium risk according to sectors countries
    Liquidity is when you look at your investment portfolio and **** your pants
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