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Jupiter plans cautious fund for Merlin team

Jupiter Asset Management's fund picking Merlin team is launching its first new fund in a decade.

 
Jupiter plans cautious fund for Merlin team

The Jupiter Merlin team is launching its first new fund in a decade.

The team, led by chief investment officer John Chatfeild-Roberts (pictured), currently manage £7 billion of investors' money through a range of four Jupiter Merlin funds. These are called fund of funds because they invest in other funds to deliver different outcomes to investors. The existing funds are: growth, balanced, income and worldwide. The Jupiter Merlin Income Portfolio is a recommendation of Citywire Selection.

The firm now plans to add a lower risk, cautious fund to the lineup. The Jupiter Merlin Cautious Portfolio will invest more in bonds and fixed income stocks than the other funds and will fall under the Investment Management Association’s Investment 0-35% Shares sector.

The launch, once approved by the Financial Services Authority, will mark the first new fund for the team since the balanced portfolio was formed in 2002.

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  • Jupiter Merlin Growth Portfolio Acc
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  • Jupiter Merlin Income Portfolio Acc
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Look up the fund managers

  • John Chatfeild-Roberts
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  • Algy Smith-Maxwell
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  • Peter Lawery
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Jupiter Primadona Growth: global growth contender?

by Jennifer Hill on Dec 22, 2014 at 11:57

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