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Jupiter Merlin Balanced Portfolio I Acc (0P0000U20S)
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Type:
Fund
Market:
United Kingdom
Issuer:
Jupiter Unit Trust Managers Ltd
ISIN:
GB00B4351D99
Asset Class:
Other
Jupiter Merlin Balanced I Acc
2.79
+0.01
+0.32%
- Overview
- Profile
- Historical Data
- Holdings
0P0000U20S Overview
On this page you'll find an in-depth profile of Jupiter Merlin Balanced Portfolio I Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000U20S among other information.
Total Assets
1.57B
Expenses
1.58%
Inception Date
Sep 19, 2011
Investment Strategy
To provide a return, through a combination of capital growth and income, net of fees, over the long term (at least 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 and cash and near cash. The Fund will have exposure (direct and/or indirect) of 40% to 85% (typically between 65% to 85%) to shares of companies.
Contact Information
Address
70 Victoria Street
London,London SW1E 6SQ
United Kingdom
London,London SW1E 6SQ
United Kingdom
Phone
+44 20 3817 1000
Fax
+44 20 3817 1820
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| George Fox | - | 2021 | Now |
| Biography | George is an Assistant Fund Manager in the Jupiter Independent Funds Team. George began his investment career in 2018. He has a degree in History and holds the CFA UK – Investment Management Certificate. | ||
| David Lewis | Manager | 2011 | Now |
| Biography | David joined Jupiter in 2008, initially in the Private Client & Charities Team as a portfolio assistant then as an assistant fund manager from February 2010. In May 2011 David joined the Jupiter Independent Funds Team, which is responsible for managing the Jupiter Merlin Portfolios. Before joining Jupiter, David worked at IFA Bestinvest as an assistant investment manager within its Discretionary Investment Management department. David is a Chartered Member of the Chartered Institute for Securities & Investments and is a CFA® charterholder. | ||
| Amanda Sellars | - | 2011 | Now |
| Biography | Amanda is a Fund Manager and ESG Director in the Jupiter Independent Funds Team and joined the team in 2011. efore joining Jupiter, Amanda spent five years at JPMorgan Asset Management as investment director and executive director. She also led the Corporate Governance team for Emerging Markets, Europe and Asia (EMEA). Prior to this, Amanda spent ten years at J.P. Morgan Private Bank and Flemings as a fund analyst and vice president. She began her investment career in 1996. | ||
| Algy Smith-Maxwell | Portfolio Manager | 2002 | Now |
| Biography | 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 | Founder | 2002 | Now |
| Biography | 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. | ||
| Peter Lawery | Portfolio Manager | 2002 | 2014 |
| Biography | Peter Lawery joined Jupiter in 2001 to jointly run the Jupiter Merlin Funds of Funds range with John Chatfeild-Roberts and Algy Smith-Maxwell. He is currently a Fund Manager of the Jupiter Independent Funds Team. Peter started his career in 1990 working for Hill Samuel Investment. He moved to Lazard Asset Management in 1992 and became a Fund Manager in 1996. Peter is qualified by the Institute of Investment Management and Research (IIMR) (now the UK Society of Investment Professionals). | ||
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