What we offer
ESG & stewardship
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.
The Jupiter Merlin Conservative Portfolio can invest more than 35% of its value in securities issued or guaranteed by an EEA state. Jupiter Merlin Income, Jupiter Merlin Balanced and Jupiter Merlin Conservative: all of these Portfolios’ expenses are charged to capital, which can reduce the potential for capital growth.
The NURS Key Investor Information Document, Supplementary Information Document and Scheme Particulars are available from the document library.
Meet the team
Jupiter Independent Funds Team
In 2001 the Jupiter Independent Funds team began managing a range of multi-manager portfolios to suit clients’ differing requirements. Through all the ups and downs in stock markets since then, the team’s investment philosophy and strategy have never wavered. The Jupiter Merlin Portfolios are long-term investments; while not immune from market volatility, they are expected to be less volatile over time, commensurate with the risk tolerance of each. With liquidity uppermost in their mind, the team seek to invest in funds run by experienced managers with a blend of styles but who share the Jupiter Independent Funds Team’s core philosophy of trying to capture good performance in buoyant markets while minimising as far as possible the risk of losses in more challenging conditions.
The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of John Chatfeild-Roberts, David Lewis, Algy Smith-Maxwell, Amanda Sillars, Alastair Irvine, and George Fox.
With decades of industry experience between them, the Team, is completely focused on generating outperformance for their clients using the multi-manager concept. An important factor of their success is that the team sit with the rest of the investment talent at Jupiter, benefiting from the expertise and exchange of ideas with other highly skilled individuals.