Chatfeild-Roberts buys Woodford for Merlin portfolios

clock

Jupiter's Merlin multi-manager team have added Neil Woodford's equity income fund to their portfolios as they back the manager's new project from launch.

The team, led by CIO John Chatfeild-Roberts, added the CF Woodford Equity Income fund to their £4.7bn Merlin Income fund last month. The fund has also been added to their £1.6bn Merlin Balanced and £1.9bn Merlin Growth portfolios. Professional Adviser's sister title, Investment Week, understands Woodford's fund has seen continued inflows since the end of June, separate from the Chatfeild-Roberts purchase, and now stands at £2.2bn in size. Jupiter's Merlin team have also maintained their holdings in Woodford's former funds: In the flagship Merlin Income fund, Woodford's new portfoli...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Equities

Partner Insight: Are equities really overvalued?

Partner Insight: Are equities really overvalued?

Value dispersion means there are plenty of cheap opportunities

Gareth Jones
clock 09 February 2024 • 1 min read
Partner Insight: How much value is there in UK equities?

Partner Insight: How much value is there in UK equities?

‘As different as they are attractive’

The UK Equities Team at Invesco
clock 07 February 2024 • 1 min read
Partner Insight: The shift to value - still on course?

Partner Insight: The shift to value - still on course?

The tailwinds remain for value investing

Gareth Jones
clock 06 February 2024 • 1 min read