John Chatfeild-Roberts has managed this fund for 12 years and 6 months.

John is Investment Manager in the Independent Funds/Merlin team. In 2010, John was appointed as Jupiter’s chief investment officer and a director of Jupiter Fund Management PLC. He stood down from the CIO role in September 2015 and from the director role in November 2016 to focus on running portfolios. Before joining Jupiter, John worked at Henderson and at Lazard Asset Management. He began his investment career in 1990. John is a Fellow of the Chartered Institute for Securities and Investment.

Manager Cumulative Performance v Peer Group

All funds managed by John

George Fox has managed this fund for 3 years and 10 months.

George joined Jupiter in November 2018 as an Analyst in the Jupiter Independent Funds team, which is responsible for managing the Jupiter Merlin portfolios. In June 2021, George was promoted to Assistant Investment Manager before being promoted to Investment Manager in July 2022. Before joining Jupiter, George graduated from the University of Bristol with a First Class Honours degree in History. George has been a CFA© charterholder since April 2022 and he also holds the CFA Certificate in ESG Investing.

Manager Cumulative Performance v Peer Group

All funds managed by George

David Lewis has managed this fund for 10 years and 9 months.

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.

Manager Cumulative Performance v Peer Group

All funds managed by David

Amanda Sillars has managed this fund for 10 years and 9 months.

Amanda Sillars joined Jupiter in 2011 and is currently a fund manager in the Jupiter Independent Funds Team, which is responsible for managing the Jupiter Merlin Portfolios. Before joining Jupiter, Amanda spent five years at JP Morgan Asset Management as investment director and executive director. Amanda also led the Corporate Governance team for Emerging Markets, Europe and Asia (EMEA). Prior to this, Amanda spent ten years at JP Morgan Private Bank and Flemings, as a fund analyst and vice president. Amanda is a Fellow of the Chartered Institute for Securities & Investments (1999) and a Fellow of the US Securities Exchange Commission Series 7 and Series 3. She has also gained an Award in Pensions (DB & DC) Management Trustee Exam (2008).

Manager Cumulative Performance v Peer Group

All funds managed by Amanda