Jupiter Merlin Worldwide Portfolio Fund I Inc
|Findlay Park American USD||34.28 %|
|Fundsmith Equity I Inc||19.09 %|
|Jupiter Global Value I GBP Acc||7.79 %|
|M&G Global Dividend GBP A Inc||7.66 %|
|Stewart Investors AsiaPac Ldrs B Acc GBP||5.06 %|
|Invesco Asian UK (No Trail) Inc||4.84 %|
|LF Morant Wright Japan B Acc||4.33 %|
|FP CRUX European Special Sit I Inc GBP||3.74 %|
|Schroder European Alpha Income L Inc||3.65 %|
|M&G North American Value GBP A Inc||3.22 %|
|United States||52.85 %|
|United Kingdom||8.46 %|
|Financial Services||20.11 %|
|Consumer Defensive||10.67 %|
|Consumer Cyclical||10.54 %|
|Basic materials||6.06 %|
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.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.