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Jupiter Merlin Monthly Income Select Fund L Acc (0P00000K4I)
Lisää salkkuun / Poista salkusta
Lisää salkkuun
1,07
0,00
0,22%
Tyyppi:
Rahasto
Markkinat:
Iso-Britannia
Liikkeeseenlaskija:
Jupiter Unit Trust Managers Ltd
ISIN:
GB0031294183
Omaisuusluokka:
Muu
- Morningstar-luokitus:
- Varat yhteensä: 61,78M
Jupiter Distribution Acc
1,07
0,00
0,22%
0P00000K4I - yleiskatsaus
Tältä sivulta löytyy syväluotaava Jupiter Merlin Monthly Income Select Fund L Acc-profiili. Saat lisätietoja 0P00000K4I-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Kategoria
Varat yhteensä
61,78M
Kulut
1,36%
Voimaantulopäivämäärä
08.02.2002
Yhteystiedot
Osoite
70 Victoria Street
London,London SW1E 6SQ
United Kingdom
London,London SW1E 6SQ
United Kingdom
Puhelin
+44 20 3817 1000
Faksi
+44 20 3817 1820
Verkko
www.jupiteram.com
Ylin johto
| Nimi | Otsikko | Vuodesta | Saakka |
|---|---|---|---|
| Algy Smith-Maxwell | Portfolio Manager | 2022 | now |
| Elämäkerta | 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 | 2022 | now |
| Elämäkerta | 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. | ||
| Alastair Irvine | - | 2022 | now |
| Amanda Sillars | - | 2022 | now |
| David Lewis | Manager | 2022 | now |
| Elämäkerta | 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. | ||
| George Fox | - | 2022 | now |
| Elämäkerta | 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. | ||
| Talib Sheikh | Head | 2021 | 2022 |
| Elämäkerta | Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV) and the Jupiter Flexible Macro fund (SICAV). Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team since its inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts. Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder. | ||
| Alastair Gunn | Analyst | 2010 | 2020 |
| Elämäkerta | Alastair joined Jupiter in 2007 and is currently a fund manager in the UK Value team. He co-manages (with Rhys Petheram) the Jupiter Distribution Fund, the Jupiter Enhanced Distribution Fund and the Jupiter Distribution and Growth Fund. He is also fund manager of the Jupiter Growth & Income Fund and investment advisor to Jupiter Dividend & Growth Trust PLC. Before joining Jupiter, Alastair was Managing Director of equity research for Bear Stearns International, prior to moving on to become a director of equity research at Arbuthnot Securities in 2003. Alastair is a registered representative of the London Stock Exchange. | ||
| Rhys Petheram | Co-Manager | 2010 | 2020 |
| Elämäkerta | Rhys Petheram joined Jupiter in 2006 and is currently Co-Manager of the Jupiter Distribution Fund. Rhys was previously a Credit Analyst for the Fixed Interest Team. Prior to joining Jupiter, Rhys was an Analyst at Towers Perrin Australia and a Credit Analyst for Utilities at Moody's Investor Services. Rhys gained a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne. Rhys is also a Chartered Financial Analyst | ||
| John Hamilton | Director, Head | 2002 | 2012 |
| Elämäkerta | John Hamilton joined Jupiter in 1991. He has managed the Jupiter Corporate Bond Fund (Unit Trust) since its launch in May 1998 and has been Co-Manager of the Jupiter Distribution Fund (Unit Trust) with Anthony Nutt since its launch in March 2002. He also co-manages institutional assets. John is Head of the Fixed Interest Department at Jupiter. He started his career in 1979, specialising in fixed interest investment having begun his career in the Gilt Department of stockbrokers Laurie Milbank and Co. In 1981 he moved to the London Life Association where he later became Fixed Interest Manager. Six years later (and four years prior to it being acquired by Jupiter) he moved to Tyndall Investment Management Limited as Fixed Interest Director. John gained a degree in Mathematics from London University. | ||
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