Jupiter Merlin Worldwide Portfolio
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,200 INVESTMENT IS £535.50 |
|---|
| Your Standard Initial Charge after Discount | Nil |
| Normal Standard Initial Charge | 5.25% |
| Annual Management Charge | 1.50% |
| Additional Charges & Expenses | 1.20% |
Known as one of the leading multi-manager teams in the industry, John Chatfeild-Roberts, Peter Lawery and Algy Smith-Maxwell have worked together for over ten years. Since 2001, they have managed the Jupiter Merlin range, the most aggressive of which is the Worldwide Portfolio. This fund usually contains substantial exposure to overseas equity markets and is often exposed to specific investment sectors and individual countries as well.
The team takes views on economies, sectors and countries, which influences where the fund invests. This has been extremely successful and resulted in some very strong longer-term, performance.
IMA Sector: Global Growth.
At the Money Marketing Financial Services Awards 2009, Jupiter came 1st in Best Multi-Manager Provider - Unit Trust Managers.
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John Chatfeild-Roberts,
Algy Smith-Maxwell &
Peter Lawery
