Jupiter Merlin Worldwide Portfolio I Acc

Name
Jupiter Merlin Worldwide Portfolio I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B53LG951
Sector
Global
Launched
19/09/2011
OCF
1.79 %
Risk Rating
2
3 Year Sharpe
1.18
3 Year Alpha
-0.36
Yield
0.2 %
Benchmark
IA Global
The objective of the Fund is to achieve long term capital growth. The Fund invests predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property.
Holding %
Findlay Park American USD 33.45 %
Fundsmith Equity I Inc 18.10 %
Jupiter Global Value I GBP Acc 7.97 %
M&G Global Dividend GBP A Inc 7.96 %
Stewart Investors AsiaPac Ldrs B Acc GBP 5.26 %
Invesco Asian UK (No Trail) Inc 4.94 %
LF Morant Wright Japan B Acc 4.57 %
FP CRUX European Special Sit I Inc GBP 3.98 %
Schroder European Alpha Income L Inc 3.95 %
M&G North American Value GBP A Inc 3.19 %
Region %
United States 51.33 %
Japan 10.45 %
Eurozone 9.11 %
United Kingdom 8.54 %
Sector %
Financial Services 20.02 %
Technology 17.73 %
Healthcare 14.30 %
Industrials 13.91 %
Consumer Defensive 10.25 %
Consumer Cyclical 10.10 %
Basic materials 6.46 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
No
Legal Structure
Unit Trust

Managers

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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