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Jupiter Merlin Income Portfolio

Ranked 211 out of 292 in - Balanced GBP over 36 months
All calculations are in GBP

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.

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.


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.


Balanced GBP over : 31/10/2012 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 4.2% -2.5% -2.7%
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 size185Mn
  • Base currencyGBP
  • ISIN GB0003629481

Purchase Info

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


  • Annual management1.50%

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Jupiter Merlin Income Portfolio

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