Welcome from John Chatfeild-Roberts

Welcome, and thank you for joining us at the 2026 Jupiter Investment Solutions Forum. 

For more than 25 years, our team has managed the Jupiter Merlin range of multi-asset, multi-manager funds. Over that time, the range has expanded, adapted and diversified. Today it comprises the familiar long-running, award-winning Jupiter Merlin Portfolios, newly renamed the Jupiter Merlin Signature funds; and they have been augmented by the more recently developed Jupiter Merlin Select range with greater exposure to Jupiter funds and therefore lower fees. 

The world of investment never stands still. With AI transforming the world, geopolitics generating asset volatility and western sovereign bond yields rising, owning actively managed diversified portfolios with an absolute return mindset remains as vital as it has ever been. 

Staying with that frame of mind and reacting to client demand, we have recently added two additional funds to the Merlin Select range creating a wider choice  of risk profiles. Separately, we are also developing a range of tailored solutions  to make the team’s investment expertise accessible to more clients. 

Unchanging, however, are our core principles: to practise active management; to keep the portfolios simple and transparent; and to compound investors’ wealth steadily and with as little drama as possible. 

Hubris can be the downfall of any fund manager. Today’s financial, economic and geopolitical conditions have some familiarities but collectively are new to all of us in the industry. Although we have more experience than many, we certainly don’t pretend to have universal knowledge or foresight. Therefore, we focus on what  we know we do best which is to endeavour to put the right amount of money with the right people at the right time. Of course, we also reserve the right to change our minds when the facts change! 

Our focus is on maximising returns for investors over the long term by constructing portfolios of outstanding funds. We look forward to sharing our approach with you. 

With best wishes,