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 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 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 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 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.
Rank 50/216 Total Return
Rank 95/216 Standard Deviation
Rank 83/216 Max Drawdown
|48||St James's Place Strategic Managed Acc||GBP||
|49||The Cardinal Fund Inc||GBP||
|50||Jupiter Merlin Balanced Portfolio Acc||GBP||
|51||TB Doherty Balanced Managed A Acc||GBP||
|52||Close Discretionary Tactical Select Pas Bal A Acc||GBP||
|View full league table|
|95||Jupiter Merlin Balanced Portfolio Acc||GBP||
|95||Vanguard LifeStrategy 80% Equity Acc||GBP||
|97||Henderson Institutional Global Care Managed I Acc||GBP||
|97||Omnis Multi-Manager Balanced B Acc||GBP||
|View full league table|
Month by Month Performance
Returns Vs Risk
Top 10 Holdings
|Findlay Park American USD||12.32|
|Fundsmith Equity I Class Inc (ST)||9.29|
|Evenlode Income C Inc||8.51|
|Odey European Focus GBP A||7.57|
|CF Woodford Equity Income Z GBP Inc||6.77|
|Jupiter Growth & Income||6.69|
|Jupiter JGF Dynamic Bond I GBP Q Inc Hdg||5.50|
|Royal London UK Equity Income Z||5.04|
|Odey Allegra Developed Markets STI||4.66|
|Prusik Asian Equity Income 2 X||4.24|
- United Kingdom
- Launch date01/10/2002
- Share Class size526Mn
- Base currencyGBP
- Min. initial investment50,000
- Min. regular additional investment5,000
- Annual management1.50%