Quick Stats

Bid Price GBX 285.26 Offer Price GBX 300.24
Mid Price - Day Change GBX -0.34 (-0.12%)
Price Date 27 Jun 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 601,710,655.00
Launch Date 17/06/1993 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB0003699831 Min TopUp (£) 50.00

Fund Objective

To achieve long-term capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property.The fund objective was changed with effect from 17th July 2006.

Fund Managers

John Chatfeild-Roberts
John joined Jupiter in 2001 and is currently Head of Strategy, Independent Funds. During his time at Jupiter John has established the award-winning Jupiter Independent Funds Team, which continues to manage the Jupiter Merlin Portfolios. John was appointed as Jupiter’s Chief Investment Officer in 2010. He stood down from this role in September 2015 to focus on running the portfolios. John is also a Director of Jupiter Fund Management PLC. John started his fund management career at Henderson's and also worked at Lazard Asset Management. He is a Fellow of the Chartered Institute for Securities and Investment.
Algy Smith-Maxwell
Algy Smith-Maxwell joined Jupiter in 2001 and is currently a fund manager in the Jupiter Independent Funds Team, which is responsible for managing the Jupiter Merlin Portfolios. Before joining Jupiter, Algy started his career in 1995 as a fund analyst for Henderson's before becoming a fund manager for Lazard Asset Management in 1999.
David Lewis
David joined Jupiter in 2008, initially in the Private Client & Charities Team as a portfolio assistant then as an assistant fund manager from February 2010. In May 2011 David joined the Jupiter Independent Funds Team, which is responsible for managing the Jupiter Merlin Portfolios. Before joining Jupiter, David worked at IFA Bestinvest as an assistant investment manager within its Discretionary Investment Management department. David is a Chartered Member of the Chartered Institute for Securities & Investments and is a CFA charterholder.
Amanda Sillars
Amanda Sillars joined Jupiter in 2011 and is currently a fund manager in the Jupiter Independent Funds Team, which is responsible for managing the Jupiter Merlin Portfolios. Before joining Jupiter, Amanda spent five years at JP Morgan Asset Management as investment director and executive director. Amanda also led the Corporate Governance team for Emerging Markets, Europe and Asia (EMEA). Prior to this, Amanda spent ten years at JP Morgan Private Bank and Flemings, as a fund analyst and vice president. Amanda is a Fellow of the Chartered Institute for Securities & Investments (1999) and a Fellow of the US Securities Exchange Commission Series 7 and Series 3. She has also gained an Award in Pensions (DB & DC) Management Trustee Exam (2008).