Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

AA-rated ex-Rathbones manager added to Merlin Portfolios

AA-rated ex-Rathbones manager added to Merlin Portfolios

The Jupiter Merlin team has added the Evenlode Income fund, managed by Rathbones alumnus Hugh Yarrow, to two of its portfolios.

The managers - David Lewis, Peter Lawery, John Chatfeild-RobertsAlgy Smith-Maxwell and Amanda Sillars - have bought into Evenlode Income for their Jupiter Merlin Balanced and Jupiter Merlin Conservative funds.

The team noted that Citywire AA-rated Yarrow (pictured) had 'spent the early years of his career at Rathbones where he worked alongside Carl Stick'. Stick is also AA rated and manages the Rathbone Income fund. Yarrow joined Rathbones in 2002, departing for Oxfordshire-based Wise Investment in 2009.

Yarrow's Evenlode Income fund has returned 49.6% over the past three years, compared with an average of 40.1% from the UK Equity Income sector. Rathbone Income has generated 47% through the same period.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Big City Bright Future

Big City Bright Future

Big City Bright Future, the brainchild of BlackRock, is a three-week work experience programme for school leavers looking to forge a career in the City.

Play Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Read More
Your Business: Cover Star Club

Profile: change is the only constant for Quilter Cheviot

Profile: change is the only constant for Quilter Cheviot

This is not the first time we have profiled David Miller, but at the time of his previous appearance his company looked very different.

Wealth Manager on Twitter