John Chatfeild-Roberts on the Jupiter Merlin investment process and finding new talent

Staci West 13/05/19 in Videos

John Chatfeild-Roberts heads up the five-strong Merlin multi-manager funds team at Jupiter Asset Management, running Elite Rated Jupiter Merlin Balanced, Jupiter Merlin Growth and Jupiter Merlin Income, among other portfolios.

John shares the process behind the Merlin range with our research analyst Ryan Lightfoot-Brown as they look at how to find young talent, the importance of good succession planning and his thoughts on when value managers will come back into favour.

Read more about our interview with John here. 

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.