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Jupiter Merlin Income Portfolio

Ranked 243 out of 294 in - Balanced GBP over 36 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 a high and rising income with some potential for 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 equities, fixed interest stocks, commodities and property, principally in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/08/2013 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.0% 1.8%
2015 1.7% 4.2% -2.5% -2.7% 2.9%
2014 4.1% 0.9% 0.9% 0.5% 1.8%
2013 8.2% 8.6% -2.8% 0.7% 1.8%
2012 10.5% 4.3% 0.0% 4.4% 1.5%
2011 -0.3% -1.2% 1.3% -4.4% 4.3%
2010 12.8% 5.3% -1.7% 5.3% 3.5%
2009 17.8% -5.6% 6.0% 14.3% 3.0%
2008 -10.5% -4.9% -1.6% -4.5% 0.2%
2007 3.2% 2.3% 1.1% -1.1% 1.1%
2006 11.5% 5.5% -2.7% 3.8% 4.7%
2005 17.5% 2.9% 2.9% 6.3% 4.4%
2004 12.3% 2.4% 1.6% 1.8% 6.0%
2003 15.7% -1.5% 11.1% 1.5% 4.2%
2002 -4.9% 2.8% -3.2% -5.3% 0.9%
2001 -1.9% -1.3% 0.6% -8.7% 8.2%
2000 6.3% -0.1% 1.5% 1.8% 3.0%
1999 11.4% 6.6% 3.7% -4.2% 5.2%
1998 10.9% 13.8% -0.1% -12.5% 11.4%
1997 20.8% 4.4% 5.1% 9.9% 0.2%
1996 9.7% -0.5% 3.4% 4.6% 2.0%
1995 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/1992
  • Share Class size298Mn
  • Base currencyGBP
  • ISIN GB0003629481

Purchase Info

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

Charges

  • Annual management1.50%

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