Jupiter Merlin News

30.04 / 08:21

Strategy Department Jupiter Merlin to retain £480m investment in Global Value fund after Whitmore exit

After more than 17 years at Jupiter, Whitmore is set to exit the asset manager to establish his own investment boutique by the end of July. Once Whitmore departs, portfolio manager Brian McCormick will take over the management of the Jupiter Global Value fund, which holds £793.4m in assets. Investors pull £1.1bn from Jupiter's value equity strategies in first quarter Dan Lewis, co-head of the Jupiter Merlin team, said McCormick managed a dedicated Global All-cap Value portfolio for two Jupiter Merlin funds between November 2022 and February 2024. During that time period, the fu...

29.04 / 16:27

Strategy Department Jupiter Merlin to retain £480m investment in Whitmore's Global Value fund

05.04 / 08:55

Provident Strategy Jupiter Income trust rebrands following Ben Whitmore's departure

In a letter to shareholders, Jupiter said that as of 19 April, the portfolio would be rebranded to the Jupiter UK Income fund. Managers of Jupiter Merlin range consider exiting Whitmore funds amid departure According to the firm, this reflects the «current investment policy of the fund, which is to invest at least 70% of fund assets in UK companies, and its investment objective to provide income together with the prospect of capital growth». This change follows new managers taking over the fund, as the strategy's longstanding lead Ben Whitmore is leaving the firm later this year to...

08.03 / 13:11

UPS Department Managers of Jupiter Merlin range consider exiting Whitmore funds amid departure

The Merlin range is a series of multi-manager portfolios which invest in a variety of funds. Whitmore manages the £2bn Jupiter UK Special Situations fund and the £926.8m Jupiter Global Value Equity fund, which are both currently included in the Merlin portfolios. Alliance Trust outperforms benchmark in 2023 Whitmore revealed he was departing from Jupiter in January, after 17 years at the firm, to set up his own boutique. In preparation for Whitmore's exit, Jupiter confirmed that the Merlin team is considering all options for the funds, which could include remaining with Jupiter, follo...

14.08 / 08:21

Unit trusts/OEICs multi-asset Jupiter rebrands Multi-Asset Income fund

Management and fixed annual charges will remain the same, but the ongoing charge figure will increase by 0.08%.

11.08 / 12:27

Unit trusts/OEICs OEIC multi-asset Jupiter aligns Multi-Asset Income fund with Merlin range

Management and fixed annual charges will remain the same, but the ongoing charge figure will increase by 0.08%.

22.02 / 16:23

fundsmith stake Jupiter slashes stake in Terry Smith’s flagship Fundsmith by 75% in value shift

One of Terry Smith’s biggest backers has significantly slashed its holding in his flagship fund by £740m in the past two years, compounding a difficult period of outflows and poor performance for the star manager.

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