Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at http://citywire.co.uk/wealth-manager/article/a762169

AA-rated ex-Rathbones manager added to Merlin Portfolios

by Robert St George on Jul 16, 2014 at 12:24

AA-rated ex-Rathbones manager added to Merlin Portfolios

The Jupiter Merlin team has added the Evenlode Income fund, managed by Rathbones alumnus Hugh Yarrow, to two of its portfolios.

The managers - David Lewis, Peter Lawery, John Chatfeild-RobertsAlgy Smith-Maxwell and Amanda Sillars - have bought into Evenlode Income for their Jupiter Merlin Balanced and Jupiter Merlin Conservative funds.

The team noted that Citywire AA-rated Yarrow (pictured) had 'spent the early years of his career at Rathbones where he worked alongside Carl Stick'. Stick is also AA rated and manages the Rathbone Income fund. Yarrow joined Rathbones in 2002, departing for Oxfordshire-based Wise Investment in 2009.

Yarrow's Evenlode Income fund has returned 49.6% over the past three years, compared with an average of 40.1% from the UK Equity Income sector. Rathbone Income has generated 47% through the same period.

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home


As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Investing for income in a changing environment


With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop

More about this:

Look up the funds

  • Evenlode Income A Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Rathbone Income Inc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jupiter Merlin Balanced Portfolio Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Jupiter Merlin Conservative Portfolio GBP Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Hugh Yarrow
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Carl Stick
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • John Chatfeild-Roberts
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Algy Smith-Maxwell
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Peter Lawery
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us

Archive

On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet