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Jupiter Merlin Worldwide Portfolio

Ranked 360 out of 660 in - Global 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

David joined Jupiter’s Private Client & Charities Team in November 2008 initially as a portfolio assistant before becoming an assistant fund manager in February 2010.In May of 2011 David joined the Jupiter Independent Funds Team as a portfolio manager. Before joining Jupiter, David worked at IFA Bestinvest as an assistant investment manager within their Discretionary Investment Management department. David is a CFA Chartholder and a Chartered Member of the Chartered Institute for Securities & Investments.

Amanda Sillars

Amanda Sillars joined the Jupiter Independent Funds Team as fund selection specialist in May 2011. She is now a fund manager within the team. Before joining Jupiter, Amanda spent five years at JP Morgan Asset Management as investment director and executive director. Prior to this, Amanda spent ten years at JP Morgan Private Bank and Flemings, as a fund analyst and vice president. Amanda is a Fellow of the Chartered Institute for Securities & Investments (1999) and a Fellow of the US Securities Exchange Commission Series 7 and Series 3. She has also gained an Award in Pensions (DB & DC) Management Trustee Exam (2008).

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 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.

Showing fund performance in United Kingdom View performance globally


Global over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 10.9% 4.3% 0.3% 0.8% 5.2%
2016 18.8% 0.3% 5.6% 7.8% 4.0%
2015 3.4% 8.6% -5.6% -6.4% 7.8%
2014 7.1% -2.5% 2.2% 1.4% 5.9%
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 14.2% -2.7% 6.6% 6.1% 3.7%
1994 -3.3% 2.1% -4.7% 1.9% -2.5%
1993 6.7% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date24/06/1993
  • Share Class size27Mn
  • Base currencyGBX
  • ISIN GB0003699831

Purchase Info

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


  • Annual management1.50%
  • Initial investment1.5

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.


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