John Chatfeild-Roberts | Fund manager factsheet | Jupiter Unit Trust Mgrs Ltd

Professional Investor Edition

Private Investor Edition

First time? Choose an Edition

Private Investor Edition

Professional Investor Edition

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Basket (0)

Your Basket

There are no funds in your basket. To add funds to your basket use the Green Plus Icon

wherever you see it next to a fund.

Fund name

Aberdeen American Growth
Fidelity American
Schroder UK Mid 250
M&G Recovery
Jupiter Merlin UK Growth

Open basket

Login

Remember Me

Password Reminder

Not Registered? Click Here

Register

* * * * * * I accept your terms of use Send me FE Trustnet bulletins

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them Remember my choice

Customise this table

Fund Performance

Help -My Selections

_ X

Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Poll

Do you own an Asia Pacific ex Japan fund that isn't run by Aberdeen or First State?

	Yes
	No

Vote

Toolset

You are here:

FE Trustnet Fund managers

Manager factsheet

John Chatfeild-Roberts
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have tended to be similar in rising and falling markets.

Manager profile

John joined Jupiter in 2001 and he was appointed Chief Investment Officer of Jupiter Asset Management in 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. John is also the Deputy Manager of the Jupiter Global Managed Fund (Unit Trust). John gained a degree in Economics from Durham University and subsequently spent 3 years in the Army. John started his fund management career at Henderson's and also worked at Lazard Asset Management. John is a Fellow of the Securities Institute.

FOLLOW ON FUNDSWIRE

John Chatfeild-Roberts is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 12 years

+7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
John Chatfeild-Roberts	15.6	22.1	37.6	43.4	192.1
Peer Group Composite	13.6	17.1	22.2	26.7	110.3
Over / Under	2.0	5.0	15.4	16.7	81.8

Total return for John Chatfeild-Roberts

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : John Chatfeild-Roberts

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

John Chatfeild-Roberts	15.6	-1.6	7.2	31.2	-14.1	-2.2	6.5	43.2	11.5	27.6
Peer Group Composite	13.6	-4.1	7.5	27.8	-18.3	-2.4	6.2	31.3	5.3	20.1
Over / Under	2.0	2.5	-0.3	3.4	4.2	0.2	0.3	11.9	6.2	7.5

Performance vs peer group composite: John Chatfeild-Roberts

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

9 years

out of a possible 10

Overall markets

Underperformed peer group composite

1 year

out of a possible 10

Rising markets

Outperformed peer group composite

6 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Jupiter Merlin Growth Portfolio	Co-managed	UT Flexible Investment	since Jun 01 2001 to present
Jupiter Merlin Income	Co-managed	UT Mixed Investment 20%-60% Shares	since Jun 01 2001 to present
Jupiter Merlin Worldwide Portfolio	Co-managed	UT Global	since Jun 01 2001 to present
Jupiter Merlin Balanced	Co-managed	UT Mixed Investment 40%-85% Shares	since Oct 01 2002 to present
Jupiter Merlin International Balanced	Co-managed	FO Mixed Asset - Flexible	since Sep 05 2008 to present
Jupiter Merlin International Equities	Co-managed	FO Equity - International	since Sep 05 2008 to present
Jupiter Global Managed	Co-managed (deputy)	UT Global	since Nov 14 2011 to present
Jupiter Merlin Conservative Portfolio	Co-managed	UT Mixed Investment 0%-35% Shares	since Sep 28 2012 to present

Funds managed previously

Fund	Periods

Jupiter Global Managed	since Nov 01 2001 to Nov 13 2011

News & Research: Related articles

Sector

Fund

Group

Manager

Funds that help you sleep at night: UK growth By Thomas McMahon 20-May-2013

Time to take profits on Japanese funds, says Becket By Alex Paget 20-May-2013

Markets are 25% overvalued, warns James Sullivan By Joshua Ausden 20-May-2013

Bennett: Why you’d be a fool to ignore Europe By Alex Paget 19-May-2013

The sector that finds the best stockpickers for you By Alex Paget 19-May-2013

Artemis: Lack of diversification in European funds By Jenna Voigt 18-May-2013

Darwall: How to make money in a difficult market By Jenna Voigt 18-May-2013

FE Research’s European fund-picks By Jenna Voigt 18-May-2013

The cheap way to buy global companies By Thomas McMahon 18-May-2013

Why European funds are crucial for true diversification By Thomas McMahon 18-May-2013

MacKinnon: Why I refuse to hold Standard Life GARS By Thomas McMahon 09-May-2013

For Equity investors
FE Investegate
For Professional investors
FE Research
FE Analytics
FE Data feeds
FE Fund listings
For International investors
FE Trustnet Hong Kong
FE Trustnet Offshore
FE Trustnet Middle East

Stay connected with FE trustnet
Authorised and Regulated by the
Financial Conduct Authority
Please read our Terms of Use / Disclaimer
and Privacy and Cookie Policy.
Data supplied in conjunction with Thomson Financial Limited,
London Stock Exchange Plc, StructuredRetailProducts.com
and ManorPark.com

What do you think about this toolbar?

Close permanently
Close for this session