One to Watch: Jupiter Merlin Conservative

Jupiter Merlin Conservative

clock

It is not often you invest in a fund run by three FE Alpha Managers, but that is exactly what you get when you invest in the Jupiter Merlin range.

John Chatfeild-Roberts (pictured), Algy Smith-Maxwell, and Peter Lawery are leading lights in the fund of funds space, steering their portfolios to strong absolute and relative performance for well over a decade. Lawery will retire at the end of this year, but leaves the Merlin funds in very capable hands. This series of articles is dedicated to lesser known funds, which most of the Jupiter range certainly is not. Jupiter Merlin Income has beaten its sector average in 12 of the past 13 years, prompting mass inflows and a current AUM figure of £4.4bn. Jupiter Merlin Balanced and Jupiter M...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the Week: UK wage growth cools less than expected; Reeves planning pension 'megafunds'; US inflation rises

Stories of the Week: UK wage growth cools less than expected; Reeves planning pension 'megafunds'; US inflation rises

Wage growth, pension 'megafunds' and US inflation: The biggest stories from the world of investment and asset management this week

clock 15 November 2024 • 1 min read
Partner Insight:  Bonds look as attractive as ever. Being nimble will be key

Partner Insight: Bonds look as attractive as ever. Being nimble will be key

Aegon Asset Management
clock 13 November 2024 • 2 min read
Partner Insight: Niches - Searching for roads less travelled

Partner Insight: Niches - Searching for roads less travelled

In this article, Richard Perrott from the MSIM’s International Equity Team, explains the team’s approach to finding potential investment opportunities within unexpected areas.

Richard Perrott, Executive Director International Equity Team @ MSIM
clock 12 November 2024 • 4 min read
Trustpilot