Jupiter Merlin Worldwide Portfolio Fund I Inc
|Findlay Park American USD||34.22 %|
|Fundsmith Equity I Inc||18.68 %|
|Jupiter Global Value I GBP Acc||7.81 %|
|M&G Global Dividend GBP A Inc||7.72 %|
|Stewart Investors AsiaPac Ldrs B Acc GBP||5.40 %|
|Invesco Asian UK (No Trail) Inc||4.79 %|
|LF Morant Wright Japan B Acc||4.51 %|
|FP CRUX European Special Sit I Inc GBP||3.94 %|
|Schroder European Alpha Income L Inc||3.84 %|
|M&G North American Value GBP A Inc||3.12 %|
|United States||52.20 %|
|United Kingdom||8.35 %|
|Europe - ex Euro||5.07 %|
|Financial Services||20.24 %|
|Consumer Defensive||10.50 %|
|Consumer Cyclical||10.33 %|
|Basic materials||6.17 %|
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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