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Jupiter Merlin Growth Portfolio

Ranked 431 out of 546 in - Global 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

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.4% 3.4%
2015 5.3% 7.8% -3.8% -4.9% 6.8%
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

30/04/2016

Top 10 Holdings

Stock Size
Findlay Park American USD 21.65
CF Woodford Equity Income Z GBP Inc 11.58
Jupiter UK Special Situations 10.24
Odey European Focus GBP A 9.23
Fundsmith Equity I Class Inc (ST) 7.67
Threadneedle European Select Inst Net Inc GBP 5.86
CF Morant Wright Japan B Acc 5.41
Aptus Global Financials A Inc GBP 4.27
Majedie UK Income X Inc 3.40
AXA Framlington UK Select Opportunities ZI Inc 2.81
31/03/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date28/09/1992
  • Share Class size711Mn
  • Base currencyGBP
  • ISIN GB0003629267

Purchase Info

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

Charges

Related News

Jupiter Merlin Growth Portfolio

Jupiter chief takes home £2.7m in first full year at top

Marten Slendebroek's compensation rises 30% following promotion from distribution role, while fund of funds of chief John Chatfeild-Roberts netted £2.6 million.

Stephen Pearson replaces Chatfeild-Roberts as Jupiter CIO

The restructure will allow Chatfeild-Roberts to focus on his £8bn Merlin range, while Pearson will concentrate on the day to day running of the Jupiter investment floor.

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

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.

...more...

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