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Jupiter Merlin Conservative Portfolio GBP Acc

Ranked 35 out of 121 in - Conservative GBP 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.

Objective

The Fund objective is to grow the money invested in the Fund over the long-term and provide investors with an income. The Fund will predominantly invest in a variety of other funds. These underlying funds invest mainly in shares of companies, corporate and government bonds, commodities (such as gold), and property on a global basis; and a variety of bonds, on a global basis, including government bonds and corporate bonds. The Fund can invest in bonds that offer a high yield. These bonds tend to pay more income than other bonds but do pose a greater risk to the money invested. It is intended that the Fund will have a minimum exposure of 60% in bonds and cash deposits from assets held directly by the Fund and those held by the underlying funds.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% 1.0%
2016 8.9% 1.1% 2.8% 4.9% -0.1%
2015 0.9% 3.4% -2.3% -1.6% 1.4%
2014 3.7% 0.4% 1.1% 0.1% 2.1%
2013 4.1% 6.1% -3.3% 0.3% 1.1%
2012 0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Jupiter Corporate Bond I Inc 31.71
Jupiter Strategic Bond I Inc GBP 17.63
Evenlode Income C Inc 11.17
Jupiter UK Special Situations I Inc 10.10
Vontobel Fund TwentyFour Glob Unc Bd AQG GBP 6.73
GBP Cash 6.19
Fundsmith Equity I Class Inc (ST) 5.03
Hermes Multi Strategy Credit F GBP Dist Hedged 3.66
ETFS Physical Gold 3.65
Royal London UK Equity Income Z 3.60
30/04/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2012
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B8GDMB34

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment5.25

Related News

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.

Chatfeild-Roberts spooked by emerging market inflation threat

Citywire Selection manager John Chatfeild-Roberts has reduced his exposure to emerging markets across his Jupiter Merlin portfolios on fears of the growing inflation threat in the region.

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