Jupiter Merlin Worldwide Portfolio I Acc
|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 %|
|United States||55.57 %|
|United Kingdom||8.91 %|
|Financial Services||17.03 %|
|Consumer Defensive||12.04 %|
|Basic materials||8.69 %|
|Communication Services||8.52 %|
|Consumer Cyclical||7.48 %|
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 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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