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Jupiter Merlin International Balanced Portfolio - Class L Usd Acc (0P0000GAD3)

Luxembourg

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23.230 +0.190 +0.82%

23/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 41.25M

Type: Fund

Market: Luxembourg

Issuer: Jupiter Unit Trust Managers Ltd

ISIN: LU0362742479

Asset Class: Equity

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0P0000GAD3 Overview

On this page you'll find an in-depth profile of Jupiter Merlin International Balanced Portfolio - Class L Usd Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000GAD3 among other information.

Investment Strategy

The investment objective of the Portfolio is to achieve long-term capital growth with income. The investment policy is to invest predominantly in SICAVs, unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The Underlying Funds invest predominantly in international equities and bonds. To the extent permitted by the Investment Restrictions, the Fund may also invest in Underlying Funds investing in or seeking exposure to commodities and property.

Contact Information

Address 5, rue Heienhaff, L-1736 Senningerberg, Grand Duchy of Luxembourg
Senningerberg, L-1736
Luxembourg

Phone -

Top Executives

Name	Title	Since	Until
George Fox	-	2022	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.
Amanda Sillars	-	2015	Now
David Lewis	Manager	2015	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.
Algy Smith-Maxwell	Portfolio Manager	2008	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	2008	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	2008	2015
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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Jupiter Merlin Fu.	23.230	+0.190	+0.82%