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Jupiter Merlin Growth Portfolio

Ranked 119 out of 337 in - Global Equities 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.

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 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.

Performance

Global Equities over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 7.8% -3.8%
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 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2015

Top 10 Holdings

Stock Size
Findlay Park American USD 17.85
CF Woodford Equity Income Z Inc 11.14
Jupiter UK Special Situations 9.95
Waverton European A GBP 9.42
Fundsmith Equity I Class Inc (ST) 6.01
Threadneedle European Select Inst Net Inc GBP 5.74
Aptus Global Financials A Inc GBP 5.34
Jupiter North American Income Inc 4.67
CF Morant Wright Japan B Acc 4.53
M&G North American Value A Inc 4.40
31/01/2015

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date28/09/1992
  • Share Class size1,928Mn
  • Base currencyGBP
  • ISIN GB0003629267

Purchase Info

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

Charges

  • Annual management1.5%

Related News

Chatfeild-Roberts: value is opening up in EM

Value ‘is now starting to appear’ in beaten-up emerging markets following a week of the greatest market volatility since 2011

Jupiter Merlin Growth Portfolio

Woodford v Barnett: three months on, who’s winning?

Wealth Manager looks at which heavyweight is ahead over the past three months in both performance and flow.

Jupiter Merlin team buys into Woodford fund

Jupiter's Merlin multi-manager team has bought into Neil Woodford's new fund, Wealth Manager can reveal.

Jupiter Merlin's Lawery to retire from fund management

Peter Lawery is to bring the curtain down on a 13-year career with Jupiter's multi-manager team, assuming a new consultancy role with the firm.

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.

Wealth Manager: Jupiter’s private client head on the benefits of working alongside the fund team

Jupiter may be one of the best known fund groups out there but in the private client world its presence has always been somewhat understated.

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.

Just how cautious is John Chatfeild-Roberts right now?

Jupiter's chief investment officer pays a visit to the Citywire studios and brandishes a Charles I half-crown to demonstrate why inflation is among his biggest fears at the moment.   

Ultra-cautious fund completes Chatfeild-Roberts’ Merlin range

Jupiter is planning to launch a cautious product within its Merlin fund of funds range, marking the first launch for John Chatfeild-Roberts’ team in 10 years.

...more...

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