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John Chatfeild-Roberts, chief investment officer, Jupiter

Jupiter to add conservative portfolio to Merlin multi-manager range

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Jupiter will launch the Jupiter Merlin Conservative Portfolio on 28 September 2012 to meet demand for a more cautious Jupiter Merlin range of multi manager portfolios.



The new fund, which has FSA approval, will sit within the IMA Mixed Investment 0-35 per cent shares and is the first new offering from the team in nearly a decade.

The Jupiter Merlin Conservative Portfolio will be managed by the Jupiter independent funds team comprising John Chatfeild-Roberts, Peter Lawery, Algy Smith-Maxwell, Amanda Sillars and David Lewis.

The team currently manages GBP7.5bn of assets in four funds designed to meet different client objectives: Jupiter Merlin Income, Jupiter Merlin Balanced, Jupiter Merlin Growth and Jupiter Merlin Worldwide. The Jupiter Merlin Conservative Portfolio will be the most cautious fund in the range, while retaining the benefits of an actively managed multi-manager portfolio.

The fund will be managed using the same process employed and refined by the Jupiter Merlin team since 1997, using active asset allocation and investing with who the team considers to be the best fund managers, wherever they work.

John Chatfeild-Roberts (pictured), head of the Jupiter independent funds team, says: “Five years on from the start of the financial crisis, the issue of risk remains a significant focus for regulators and investors alike. Traditional concepts of risk have been turned on their head, with assets typically regarded at the lower end of the risk spectrum such as gilts and bunds looking very expensive and savings accounts paying negative interest rates (after inflation).

“At the same time, volatility and uncertainty over the outlook for the eurozone and global growth is deterring many retail investors from investing in equities. This fund aims to provide investors with a solution – deploying our asset allocation skills in a portfolio designed to provide an attractive return after fees, without exposing our investors’ capital to undue risk.”

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