Jupiter Merlin (UK) Fund

Jupiter Merlin Balanced cannot be verified against its exchange. It appears Jupiter Merlin is not available for investing at the moment. Please verify the symbol is currently traded on London Stock Exchange. If you still believe the symbol you are trying to look up is valid please let us know and we will check it as soon as possible.
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Jupiter Merlin Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Jupiter Merlin's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jupiter Merlin or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Jupiter Merlin's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedUndervalued
Beta In Three Year0.92
Startdate1st of October 2002
Jupiter Merlin Balanced [0P0000U20V] is traded in UK and was established 18th of August 2022. The fund is listed under null category and is part of Jupiter Unit Trust Managers Ltd family. Jupiter Merlin Balanced presently has accumulated 1.83 B in total net assets with minimum initial investment of 5 M. , while the total return for the last 3 years was 3.74%.
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Jupiter Merlin Against Markets

Picking the right benchmark for Jupiter Merlin fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jupiter Merlin fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jupiter Merlin is critical whether you are bullish or bearish towards Jupiter Merlin Balanced at a given time.
Jupiter Merlin Balanced cannot be verified against its exchange. It appears Jupiter Merlin is not available for investing at the moment. Please verify the symbol is currently traded on London Stock Exchange. If you still believe the symbol you are trying to look up is valid please let us know and we will check it as soon as possible.
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Jupiter Merlin Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Jupiter Merlin fund to make a market-neutral strategy. Peer analysis of Jupiter Merlin could also be used in its relative valuation, which is a method of valuing Jupiter Merlin by comparing valuation metrics with similar companies.
American AirlinesAlcoa CorpApple IncBest BuyCitigroupSentinelone IncCVS CorpChevron CorpHome DepotInternational BusinessIntel CorpMetlifeATT IncTarget CorpUnited Parcel Service
 Risk & Return  Correlation

Invested in Jupiter Merlin Balanced?

You need to understand the risk of investing before taking a position in Jupiter Merlin. The danger of trading Jupiter Merlin Balanced is mainly related to its market volatility and Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jupiter Merlin is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jupiter Merlin. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jupiter Merlin Balanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities. Note that the Jupiter Merlin Balanced information on this page should be used as a complementary analysis to other Jupiter Merlin's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Other Tools for Jupiter Fund

When running Jupiter Merlin Balanced price analysis, check to measure Jupiter Merlin's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jupiter Merlin is operating at the current time. Most of Jupiter Merlin's value examination focuses on studying past and present price action to predict the probability of Jupiter Merlin's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jupiter Merlin's price. Additionally, you may evaluate how the addition of Jupiter Merlin to your portfolios can decrease your overall portfolio volatility.
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