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Jupiter Merlin Worldwide Portfolio

Ranked 261 out of 309 in - Global Equities 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.

Peter Lawery

Peter Lawery started out in investment management with Hill Samuel in 1990. He made the switch to Lazard Asset Management in 1992, initially working on the Far East desk before joining John Chatfeild-Roberts on the independent funds team in 1997. In 2001 Lawery, Chatfeild-Roberts and Algy Smith Maxwell moved across to Jupiter where they take responsibility for the Jupiter Merlin multi-manager range of funds as well as the Jupiter Astral Hedge fund. The trio concentrate on stockpicking fund managers who run top performing funds for their range of unit truts. Strong believers that investment is more of an art than a science, the Jupiter Independent Funds Team spend a large amount of their time interviewing fund managers in order to gain a full understanding of how a fund is likely to perform in different market conditions.

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

To achieve long-term capital growth by investing in unit trusts, OEICs and other regulated collective schemes across several management groups. The underlying funds invest in international equities and fixed interest stocks, commodities and property.

Performance

Global Equities over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -0.2% -2.5% 2.2% 0.1%
2013 14.7% 14.1% -3.4% -0.1% 4.2%
2012 6.0% 6.5% -4.8% 4.1% 0.5%
2011 -8.8% -2.3% -1.0% -9.0% 3.6%
2010 21.8% 8.5% -4.2% 6.0% 10.6%
2009 19.9% -5.3% 5.0% 16.6% 3.4%
2008 -17.5% -10.3% 4.7% -11.3% -0.9%
2007 12.4% 4.2% 5.3% 1.7% 0.8%
2006 0.7% 6.8% -11.0% -0.7% 6.6%
2005 37.6% 5.0% 3.5% 14.5% 10.6%
2004 15.9% 4.7% -0.4% 1.6% 9.3%
2003 26.1% -2.2% 10.3% 8.8% 7.4%
2002 -19.4% 4.3% -8.6% -16.3% 1.0%
2001 -10.4% -8.5% 4.8% -19.0% 15.4%
2000 -4.4% 10.4% -3.8% 0.7% -10.5%
1999 43.5% 6.6% 7.4% -3.1% 29.3%
1998 9.5% 11.8% -0.8% -13.8% 14.4%
1997 4.6% 1.2% 7.7% 4.7% -8.3%
1996 -0.2% 6.1% 2.3% -1.5% -6.7%
1995 3.3% -0.4% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
Findlay Park American USD 19.27
Waverton European A GBP 11.38
Hermes US SMID Equity F GBP Acc 11.04
Odey Allegra Developed Markets STI 9.22
Threadneedle European Select Inst Net Inc GBP 9.11
Aptus Global Financials A Inc GBP 8.29
PowerShares Dynamic Buyback Achievers Portfolio 7.32
GBP Cash 3.77
Jupiter JGF Japan Select L GBP 3.75
CF Morant Wright Japan B Acc 3.68
31/03/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/06/1993
  • Share Class size724Mn
  • Base currencyGBP
  • ISIN GB0003699831

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Chatfeild-Roberts spooked by emerging market inflation threat

Citywire Selection manager John Chatfeild-Roberts has reduced his exposure to emerging markets across his Jupiter Merlin portfolios on fears of the growing inflation threat in the region.

Chatfeild-Roberts bets with the Fed and piles into Europe

Jupiter Merlin Growth's John Chatfeild-Roberts (pictured) has slashed the £1.7 billion fund's cash weighting and piled into European equities on the view that Federal Reserve chairman Ben Bernanke will do whatever it takes to raise the price of risk assets.

Under the spotlight: are low cost managers adding value?

How have the new, low cost investment houses fared?

Chatfeild-Roberts: a tragic story with many more chapters

Jupiter chief investment officer John Chatfeild-Roberts fears there are many more twists to come in the ‘tragic’ European story, which could culminate in an 'elegant' German exit.   

Jupiter’s John Chatfeild-Roberts: How right have his calls been?

Jupiter chief investment officer John Chatfeild-Roberts’ Merlin fund of funds team is widely acknowledged as one of the best and most consistent multi-manager teams in the business.

Jupiter Merlin: four triggers that would scream sell gold

Jupiter Merlin's fund of funds team are maintaining a high exposure to gold as they see no reason to sell out of the precious metal just yet.

Citywire Wealth Manager Performance Awards 2010: Aggressive portfolio winner

Announcing the winner of the award for the aggressive investment portfolio.

Jupiter's Chatfeild Roberts: buy gold now to hedge out inflation and currency risk

Jupiter Merlin’s fund of funds head does not see a gold bubble forming over the mid term and believes the asset class offers great insurance against inflation and currency risks

Chatfeild-Roberts says some fund managers have a lot to answer for

Investors in open-ended funds holding illiquid assets, such as property and private equity, were let down by the failure to warn them of the risks involved says Jupiter's head of fund of funds.

Fund Manager of the Day - AA Rated Peter Lawery

Peter Lawery’s investment management experience spans some 16 years, from when he joined Hill Samuel in 1990.

...more...

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