Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter Merlin Worldwide Portfolio

Ranked 401 out of 694 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.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9%
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 size25Mn
  • Base currencyGBX
  • ISIN GB0003699831

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Stephen Pearson replaces Chatfeild-Roberts as Jupiter CIO

The restructure will allow Chatfeild-Roberts to focus on his £8bn Merlin range, while Pearson will concentrate on the day to day running of the Jupiter investment floor.

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.   

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