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 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.
Rank 393/538 Total Return
Rank 40/538 Standard Deviation
Rank 155/538 Max Drawdown
|391||Melchior Global Equity I7 GBP Acc||GBP||
|392||UBS (Lux) Strategy Fd - Equity (CHF) P-acc||GBP||
|393||Jupiter Merlin Growth Portfolio Acc||GBP||
|394||Man GLG Global Equity DH EUR||GBP||
|395||Thesis Destiny Sub Fund B||GBP||
|View full league table|
|38||BBH Luxembourg Funds - Global Core Select I||GBP||
|39||GAM Star Growth Inst GBP Acc||GBP||
|40||Jupiter Merlin Growth Portfolio Acc||GBP||
|41||IFSL Tilney Bestinvest Max Gro Ptfl Retail Acc||GBP||
|42||RobecoSAM Sustainable Global Equities EUR C||GBP||
|View full league table|
Month by Month Performance
Returns Vs Risk
Top 10 Holdings
|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|
- United Kingdom
- Launch date28/09/1992
- Share Class size711Mn
- Base currencyGBP
- Min. initial investment50,000
- Min. regular additional investment5,000