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Jupiter Merlin Balanced Portfolio

Ranked 154 out of 252 in - Aggressive over 12 months
All calculations are in GBP

Managed by

John Chatfeild-Roberts

In a career spanning more than 15-years, John Chatfeild-Roberts uses his understanding of global market trends to actively select funds that are likely to benefit from changing market conditions. Born in London in 1962, Chatfeild-Roberts graduated in Economics from Durham University before starting out in 1989 with Henderson Administration. He was appointed director in 1995, shortly afterwards he moved to Lazard Asset Management, where he was a director and head of the multimanager team. He joined Jupiter in 2001 and fronts the group's independent funds team, which is probably the most active in the sector. His role carries responsibility for a range of funds, including the Jupiter Global Opportunities fund and the Jupiter Merlin Multi-Manager fund range.

Peter Lawery

Peter Lawery started out in investment management with Hill Samuel in 1990. He made the switch to Lazard Asset Management in 1992, initially working on the Far East desk before joining John Chatfeild-Roberts on the independent funds team in 1997. In 2001 Lawery, Chatfeild-Roberts and Algy Smith Maxwell moved across to Jupiter where they take responsibility for the Jupiter Merlin multi-manager range of funds as well as the Jupiter Astral Hedge fund. The trio concentrate on stockpicking fund managers who run top performing funds for their range of unit truts. Strong believers that investment is more of an art than a science, the Jupiter Independent Funds Team spend a large amount of their time interviewing fund managers in order to gain a full understanding of how a fund is likely to perform in different market conditions.

Algy Smith-Maxwell

Algy Smith-Maxwell works alongside Peter Lawery and head of team John Chatfeild-Roberts on Jupiter’s multi-manager funds. The trio share over 30 years of investment experience and apply this to the unit trusts they co-manage, aiming to invest in a selection of the best performing funds. Smith-Maxwell joined Henderson Global Investors in 1995 as assistant manager for the group’s multi-manager retail funds. He began working with Chatfeild-Roberts and Lawery at Lazard Asset Management in 1999, subsequently moving to Jupiter with them in 2001. Focusing on the belief that the manager is the greatest factor in how a fund will perform, a lot of the team’s time is spent interviewing managers face to face.

Objective

To achieve long-term capital growth with income 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.

Performance

Aggressive over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% -0.3% 0.7% 1.1%
2013 13.6% 11.2% -2.6% 1.2% 3.7%
2012 9.6% 4.9% -1.9% 4.3% 2.1%
2011 -4.0% -1.6% 0.4% -6.8% 4.3%
2010 14.6% 6.0% -3.2% 5.0% 6.3%
2009 20.3% -6.4% 6.9% 16.5% 3.2%
2008 -14.4% -7.1% 1.5% -7.1% -2.3%
2007 4.1% 2.9% 2.2% -1.1% 0.1%
2006 10.6% 7.3% -5.5% 2.6% 6.3%
2005 25.6% 4.7% 2.9% 9.1% 6.8%
2004 15.1% 3.6% 0.3% 2.4% 8.2%
2003 23.0% -2.1% 13.0% 4.7% 6.2%
2002 -0.6% -0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Findlay Park American USD 9.91
Jupiter Growth & Income 8.68
Waverton European A GBP 7.85
Evenlode Income B Inc 7.35
Aptus Global Financials A Inc GBP 7.23
CF Woodford Equity Income Z Inc 6.75
Fundsmith Equity I Class Inc (ST) 6.14
Jupiter JGF Dynamic Bond I GBP 5.27
Royal London UK Equity Income Z 4.85
M&G Global Dividend A GBP Inc 4.27
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2002
  • Share Class size1,608Mn
  • Base currencyGBP
  • ISIN GB0031845141

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

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...more...

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