Jupiter Merlin Balanced Portfolio I Inc(0P0000U20V)

倫敦

從投資組合中新增/移除新增至觀察名單

1.71 -0.00 -0.15%

17/05 - 關閉. GBP 貨幣 ( 免責聲明 )

種類: 基金

市場: 英國

發行者: Jupiter Unit Trust Managers Ltd

國際證券識別碼(ISIN): GB00B3X5X818

資產類別: 其他

晨星評級:
總資產: 153.78M

0P0000U20V綜觀

你可在本頁找到深入的Jupiter Merlin Balanced Portfolio I Inc公司檔案，包括0P0000U20V的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

GBP Moderately Adventurous Allocation

總資產

153.78M

費用

1.58%

基金成立

2011年9月19日

聯絡資訊

地址 70 Victoria Street
London,London SW1E 6SQ
United Kingdom

電話 +44 20 3817 1000

傳真 +44 20 3817 1820

網絡 www.jupiteram.com

主要管理層

名稱	主旨	成立於	直至
George Fox	-	2021	now
自傳	George is an Assistant Fund Manager in the Jupiter Independent Funds Team. George began his investment career in 2018. He has a degree in History and holds the CFA UK – Investment Management Certificate.
David Lewis	Manager	2011	now
自傳	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 Sellars	-	2011	now
自傳	Amanda is a Fund Manager and ESG Director in the Jupiter Independent Funds Team and joined the team in 2011. efore joining Jupiter, Amanda spent five years at JPMorgan Asset Management as investment director and executive director. She also led the Corporate Governance team for Emerging Markets, Europe and Asia (EMEA). Prior to this, Amanda spent ten years at J.P. Morgan Private Bank and Flemings as a fund analyst and vice president. She began her investment career in 1996.
Algy Smith-Maxwell	Portfolio Manager	2002	now
自傳	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
John Chatfeild-Roberts	Founder	2002	now
自傳	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.
Peter Lawery	Portfolio Manager	2002	2014
自傳	Peter Lawery joined Jupiter in 2001 to jointly run the Jupiter Merlin Funds of Funds range with John Chatfeild-Roberts and Algy Smith-Maxwell. He is currently a Fund Manager of the Jupiter Independent Funds Team. Peter started his career in 1990 working for Hill Samuel Investment. He moved to Lazard Asset Management in 1992 and became a Fund Manager in 1996. Peter is qualified by the Institute of Investment Management and Research (IIMR) (now the UK Society of Investment Professionals).

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