Jupiter Merlin Real Return

Fund Info Research

Overview

  • Strategy Multi Strategy
  • Sub-Strategy Multi Strategy Multi Manager
  • Geography Global
  • Advisor Jupiter Investment Management Limited
  • Manager(s) Algy Smith-Maxwell, John Chatfeild-Roberts
  • Currency EUR
  • AUM €44m
  • AUM (GBP) £38m
  • AUM as of 26 January 2023
  • Inception 31 January 2013
  • Indices

Investment Objective

The investment objective of the Jupiter Merlin Real Return Portfolio is to achieve real returns over a 3 year rolling period.

Reference Index

Euribor EBF 3 Months

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 0.0 0.5 1.0 0.7 0.5 0.4 0.9 0.3 0.4 0.3 0.5 0.2 0.4
2021 0.8 0.9 0.7 0.4 0.5 1.0 0.3 0.3 0.8 0.3 0.9 0.1 0.7
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