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Jupiter Merlin Growth Portfolio

Ranked 492 out of 653 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

John Chatfeild-Roberts

John Chatfeild-Roberts joined Jupiter in 2001 and was appointed Chief Investment Officer in 2010. He stood down from his role in September 2015 to focus on running Jupiter’s multi-manager funds. The team currently manages nine funds in total, with five domiciled in the UK. He is also a Director of Jupiter Asset Management Limited and a Main Board Director. His earlier career in fund management was at Lazard Brothers Asset Management (1995-2001) and Henderson Administration (1990-1995). He held a Short Service Commission in the British Army in the 1980s. John has many years’ experience in investment management and is also a fellow of the Chartered Institute for Securities and Investment.

David Lewis

David joined Jupiter’s Private Client & Charities Team in November 2008 initially as a portfolio assistant before becoming an assistant fund manager in February 2010.In May of 2011 David joined the Jupiter Independent Funds Team as a portfolio manager. Before joining Jupiter, David worked at IFA Bestinvest as an assistant investment manager within their Discretionary Investment Management department. David is a CFA Chartholder and a Chartered Member of the Chartered Institute for Securities & Investments.

Amanda Sillars

Amanda Sillars joined the Jupiter Independent Funds Team as fund selection specialist in May 2011. She is now a fund manager within the team. Before joining Jupiter, Amanda spent five years at JP Morgan Asset Management as investment director and executive director. Prior to this, Amanda spent ten years at JP Morgan Private Bank and Flemings, as a fund analyst and vice president. Amanda is a Fellow of the Chartered Institute for Securities & Investments (1999) and a Fellow of the US Securities Exchange Commission Series 7 and Series 3. She has also gained an Award in Pensions (DB & DC) Management Trustee Exam (2008).

Algy Smith-Maxwell

Algy Smith-Maxwell joined Jupiter in 2001 as a fund manager in the Jupiter Independent Funds Team. Algy has extensive experience specialising in multi-manager funds. He started his career in 1995 as a fund analyst for Henderson's before becoming a fund manager for Lazard Asset Management in 1999.


To achieve long-term capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property, with a core in the UK.

Showing fund performance in United Kingdom View performance globally


Global over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.9% 4.3% 0.7% -0.2% 4.9%
2016 15.3% -0.4% 3.4% 8.2% 3.5%
2015 5.3% 7.8% -3.8% -4.9% 6.8%
2014 6.6% -1.3% 1.5% 1.4% 5.0%
2013 17.4% 13.0% -2.6% 2.1% 4.5%
2012 6.5% 5.6% -3.8% 4.1% 0.7%
2011 -5.6% -1.6% 0.1% -8.1% 4.2%
2010 19.5% 7.7% -4.6% 6.4% 9.4%
2009 19.9% -6.2% 6.2% 17.2% 2.6%
2008 -15.9% -8.8% 2.2% -8.9% -0.9%
2007 7.4% 3.6% 4.2% -0.3% -0.2%
2006 7.1% 8.9% -8.2% 0.5% 6.6%
2005 33.5% 6.1% 2.7% 14.0% 7.5%
2004 15.6% 5.2% -0.7% 1.4% 9.2%
2003 33.4% -2.4% 15.1% 10.6% 7.4%
2002 -18.8% 4.5% -8.0% -15.9% 0.5%
2001 -9.3% -7.7% 4.2% -17.2% 13.9%
2000 0.4% 6.0% -1.9% 2.2% -5.7%
1999 32.5% 6.3% 5.4% -4.0% 23.1%
1998 6.9% 13.2% -0.9% -14.3% 11.2%
1997 8.4% 1.7% 4.0% 6.7% -3.9%
1996 7.9% 4.6% 1.9% 1.7% -0.4%
1995 19.0% -0.1% 6.5% 7.2% 4.2%
1994 -5.6% -1.3% -5.2% 1.9% -1.1%
1993 24.3% 4.8% 3.5% 5.7% 8.4%
1992 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date28/09/1992
  • Share Class size678Mn
  • Base currencyGBX
  • ISIN GB0003629267

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000


  • Initial investment1.5

Related News

Jupiter Merlin sells £300m Woodford stake

The sale marks the end of the 20-year relationship between Merlin head John Chatfeild-Roberts and Neil Woodford and comes after a torrid run for the fund manager.

Jupiter Merlin Growth Portfolio

Jupiter's Chatfeild-Roberts steps down as CIO to focus on funds

John Chatfeild-Roberts is to step down as Jupiter chief investment officer to focus on running the group's £8 billion Merlin multi-manager range.

Jupiter’s Chatfeild-Roberts spies value in emerging markets

Value ‘is now starting to appear’ in beaten-up emerging markets following a week of the greatest market volatility since 2011, Jupiter’s John Chatfeild-Roberts has said.

John Chatfeild-Roberts: why managers matter more than performance

With a wealth of experience in portfolio management, people, not performance, have been the biggest influence for famed fund buyer John Chatfeild-Roberts.

Jupiter Merlin team buys into Woodford fund

Jupiter's Merlin multi-manager team has bought into Neil Woodford's new fund and is continuing to back his former colleague Mark Barnett. 

Japan value remains in question

Multi-managers are divided over Japanese equities, with some bullishly waiting it out for a rally while the bears reduce their exposure or avoid it completely.

Chatfeild-Roberts bets with the Fed and piles into Europe

Jupiter Merlin Growth's John Chatfeild-Roberts (pictured) has slashed the £1.7 billion fund's cash weighting and piled into European equities on the view that Federal Reserve chairman Ben Bernanke will do whatever it takes to raise the price of risk assets.

Torquil Clark forges links with

Wolverhampton-based Torquil Clark has struck a deal with price comparison site, under which the website’s users will be referred to the IFA’s execution-only service TQ Invest.

Just how cautious is John Chatfeild-Roberts right now?

Jupiter chief investment officer John Chatfeild-Roberts paid a visit to the Citywire studios and brandished a Charles I half-crown to demonstrate why inflation is among his biggest fears at the moment.


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).