John Chatfeild-Roberts' Jupiter Merlin team has re-introduced Thames River's Global Bond fund into its £664m Balanced portfolio on the belief currency calls can enhance returns in 2010.
Managed by Peter Geikie-Cobb and Paul Thursby, the £691.3m Thames River Global Bond fund has been a steady holding in the Merlin team’s flagship £1.93bn Income fund for some time and has once again been included in the Balanced fund after a long absence. The Merlin team used recent inflows into the fund to take the position. “We brought back Global Bond because it is a go-anywhere G10 sovereign debt fund that can also take currency positions in those 10 denominations,” Merlin manager Peter Lawery says. “We believe the Thames River team managing the fund is the best at what they do....
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