Jupiter Merlin Balanced Portfolio L Acc

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Management
Name of CompanyJupiter Unit Trust Managers Ltd
Phone+44 20 3817 1000
Websitehttp://www.jupiteram.com
AddressThe Zig Zag Building
 London   SW1E 6SQ
 United Kingdom
Other Share Classes
Jupiter Merlin Balanced Portfolio I Acc
Jupiter Merlin Balanced Portfolio I Inc
Jupiter Merlin Balanced Portfolio J Acc
Jupiter Merlin Balanced Portfolio J Inc
Jupiter Merlin Balanced Portfolio L Inc
DomicileUnited Kingdom
Legal StructureUnit Trust
UCITSNo
Inception Date01/10/2002
Fund Advisor(s)
Jupiter Unit Trust Managers Ltd
Fund ManagerJohn Chatfeild-Roberts
Manager Start Date01/10/2002
Career Start Year1990
Education
Durham University, B.A.
 
Biography
John Chatfeild-Roberts joined Jupiter in March 2001, and he was appointed Chief Investment Officer of Jupiter Asset Management in February 2010. He established the award-winning Jupiter Merlin fund of funds team, in which he jointly manages the Jupiter Merlin Portfolios with Peter Lawery and Algy Smith-Maxwell, who both came with him from Lazard Asset Management. John is also Lead Manager of the Jupiter Global Managed Fund (Unit Trust). John gained a degree in Economics from Durham University and the RMA Sandhurst. After a Short Service Commission in the Army, John started his fund management career at Henderson's (1990-1995), followed by a move to Lazard Asset Management, where he set up a successful multi-manager team from scratch. John is a Fellow of the Securities Institute.
Fund ManagerAlgy Smith-Maxwell
Manager Start Date01/10/2002
 
Biography
Algy Smith-Maxwell joined Jupiter in 2001. As a fund manager in the Jupiter Independent Funds Team, Algy jointly runs the Jupiter Merlin Portfolios with John Chatfeild-Roberts and Peter Lawery. Algy has extensive experience specialising in multi-manager funds. He started his career in 1995 as a fund analyst for Henderson's before becoming a fund manager for Lazard Asset Management in 1999
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