Jupiter Merlin Worldwide Portfolio I Acc

Jupiter Merlin Worldwide Portfolio I Acc
Jupiter Unit Trust Managers Ltd
Unit Trust
1.77 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.3 %
IA Global
To provide a return, net of fees, higher than the IA Global Sector average over the long term (five years). At least 70% of the fund is invested in collective investment schemes. Up to 30% of the fund may be invested in other assets, including shares of companies, cash and near cash.
Holding %
Findlay Park American USD 33.55 %
Fundsmith Equity I Inc 20.75 %
M&G Global Dividend GBP A Inc 7.54 %
Jupiter Global Value I GBP Acc 6.92 %
WisdomTree Physical Gold 6.82 %
TM CRUX European Special Sit I Inc GBP 3.74 %
First State Asia Focus B Acc GBP 3.67 %
LF Morant Wright Japan B Acc 3.40 %
Jupiter Japan Select L GBP A Inc 2.96 %
BlackRock Gold and General DI Acc 2.73 %
Region %
United States 55.57 %
Japan 9.63 %
United Kingdom 8.91 %
Eurozone 6.12 %
Canada 5.13 %
Sector %
Technology 17.40 %
Financial Services 17.03 %
Healthcare 15.26 %
Consumer Defensive 12.04 %
Industrials 10.44 %
Basic materials 8.69 %
Communication Services 8.52 %
Consumer Cyclical 7.48 %
Jupiter Unit Trust Managers Ltd
SW1E 6SQ, London, United Kingdom
Legal Structure
Unit Trust


Algy Smith-Maxwell
Joined 05/01/1997

Algy Smith-Maxwell joined Jupiter in 2001. As a fund manager in the Jupiter Independent Funds Team, Algy jointly runs the Jupiter Merlin Portfolios with John Chatfeild-Roberts and Peter Lawery. 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

John Chatfeild-Roberts
Joined 05/01/1997

John Chatfeild-Roberts joined Jupiter in March 2001, and he was appointed Chief Investment Officer of Jupiter Asset Management in February 2010. He established the award-winning Jupiter Merlin fund of funds team, in which he jointly manages the Jupiter Merlin Portfolios with Peter Lawery and Algy Smith-Maxwell, who both came with him from Lazard Asset Management. John is also Lead Manager of the Jupiter Global Managed Fund (Unit Trust). John gained a degree in Economics from Durham University and the RMA Sandhurst. After a Short Service Commission in the Army, John started his fund management career at Henderson's (1990-1995), followed by a move to Lazard Asset Management, where he set up a successful multi-manager team from scratch. John is a Fellow of the Securities Institute.

Data provided by Morningstar.

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