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Jupiter Merlin Intl Balanced Portfolio D EUR Acc

Ranked 3 out of 16 in - Aggressive EUR 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

The fund aims to achieve long-term capital growth with income. It will invest predominantly in SICAVs, unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The Underlying Funds invest predominantly in international equities and bonds. The Fund may also invest in Underlying Funds investing in or seeking exposure to commodities and property.

Performance

Aggressive EUR over : 31/03/2014 - 31/03/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 5.5%
2014 -0.8% -1.5% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Hong Kong
  3. Luxembourg
  4. Singapore
  5. Sweden

Fund Info

  • Launch date25/02/2014
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0946216826

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment100,000

Charges

  • Annual management0.8%

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