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 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.
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.
Rank 10/32 Total Return
Rank 22/32 Standard Deviation
Rank 5/32 Max Drawdown
|20||JPM Global Balanced B Acc EUR||
|21||LO Funds - All Roads (EUR) P A||
|22||Jupiter Merlin Intl Balanced Portfolio D EUR Acc||
|22||Julius Baer Strategy Balanced-EUR B||
|24||JPM Global Income A Div EUR||
|View full league table|
Month by Month Performance
Returns Vs Risk
- Launch date25/02/2014
- Share Class size02Mn
- Base currencyEUR
- Min. initial investment1Mn
- Min. additional investment100,000
- Annual management0.8%