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You are here: Manager factsheet

John Chatfeild-Roberts

 FE fundinfo Alpha Manager
Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
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Manager profile
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.
Total return for John Chatfeild-Roberts
Manager career performance
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : John Chatfeild-Roberts

Manager career performance
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 11.2 3.7 -6.3 9.7 3.5 7.4 0.2 11.9 12.1 2.6
Peer Group Composite 13.1 2.4 -6.0 10.4 5.7 8.0 -0.8 11.1 11.9 1.3
Over / Under -1.9 1.3 -0.3 -0.7 -2.2 -0.6 1.0 0.8 0.2 1.3
Performance vs peer group composite: John Chatfeild-Roberts
How a manager matches up against their peers gives you some idea of how talented they are. 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
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Merlin Growth Portfolio Co-managed IA Flexible Investment since Apr 30 1997 to present
Jupiter Merlin Income Portfolio Co-managed IA Mixed Investment 20-60% Shares since Apr 30 1997 to present
Jupiter Merlin Worldwide Portfolio Co-managed IA Global since Apr 30 1997 to present
Jupiter Merlin Balanced Portfolio Co-managed IA Mixed Investment 40-85% Shares since Oct 01 2002 to present
JIF-Jupiter Merlin International Balanced Portfolio Co-managed FO Mixed Asset - Flexible since Sep 08 2008 to present
JIF-Jupiter Merlin International Equities Portfolio Co-managed FO Equity - International since Sep 08 2008 to present
Jupiter Merlin Conservative Select Co-managed IA Mixed Investment 0-35% Shares since Sep 28 2012 to present
Jupiter Merlin Income and Growth Select Co-managed IA Mixed Investment 40-85% Shares since Nov 01 2022 to present
Jupiter Merlin Monthly Income Select Co-managed IA Mixed Investment 0-35% Shares since Nov 01 2022 to present
Jupiter Merlin Moderate Select Co-managed IA Mixed Investment 20-60% Shares since Apr 25 2023 to present
Funds managed previously
Fund Periods
JIF-Jupiter Managed European Portfolio since Apr 01 2014 to fund close
Jupiter Global Managed since Nov 01 2001 to Nov 13 2011
JIF-Jupiter Merlin Real Return Portfolio since Sep 01 2015 to fund close
Jupiter Merlin Real Return since Jul 09 2018 to fund close
Jupiter Global Managed since Nov 14 2011 to Feb 28 2015
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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