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Jupiter Merlin Intl Balanced Portfolio D EUR Acc

Ranked 7 out of 18 in - Aggressive EUR 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

Amanda Sillars

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

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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive EUR over : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 3.1%
2015 3.4% 5.5% -5.0% -1.4% 4.7%
2014 -0.8% -1.5% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Hong Kong
  3. Jersey
  4. Luxembourg
  5. Sweden
  6. United Kingdom

Fund Info

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

Purchase Info

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

Charges

  • Annual management0.75%

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