Jupiter Merlin Portfolios

The story behind the team

Competing with ourselves

Being an active fund manager in this era is not an easy task. The return of high volatility, trillions of negative yields on bonds, and slowing global growth are only a few of the many challenges investors are facing today – pressure is coming from clients, regulators and new entrants.

To keep up with all these challenges and being able to stay at the top it means changing something.

In this series on Jupiter Merlin, we look behind the scenes of one of the most experienced investing team in the UK – the Jupiter Independent Funds team – to see how alert they have been to cope with the competition and choppy markets. We are going to cover their approach to fund selection, what makes them tick about finding the best partners and what it takes to keep a team together.

Listen In

Multi-manager funds need to prove their value especially in these ever challenging market for investors. Citywire’s Ian Horne with advisers Venessa Barnes of Hannay Investments and Alex Morris of Financial Relationships ask Jupiter Merlin critical questions about their process, clients’ needs and the place multi-manager funds have in a portfolio.

Videos: behind the scenes

How do you run a fund? How to keep a competitive spirit in the team? And how to know when it is time to make a difficult but necessary call? Where are the opportunities? In this series of conversations, the Jupiter Independent Funds team of the Merlin Portfolios range discuss with each other market analysis, tolerance, resilience, and confidence in managing money.

Infographics

Market experience and entrenched processes have seen Merlin’s team excel at preserving capital in previous downturns. Here we explore some of the key tenets of their approach.

Building a portfolio that can withstand times of market stress is a blend of art and science. We take a look under the bonnet to see what makes the Jupiter Merlin team approach stand out.

Find out more

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Jupiter Merlin Portfolios

Explore the six-strong multi-manager range built around the different client’s investment goals and risk profiles