Jupiter Merlin Conservative Portfolio
Management group
Jupiter Asset Management
Category
Mixed Asset Income
Related benchmark used
Mixed Investment 0-35% Shares sector
One-year total return outperformance (actual return)
4.1 (5.7)
Five-year total return outperformance (actual return)
10.3 (23.7)
Assets/Market capitalisation
£150m
Name of manager(s)/management team(s)
John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis
Start date of longest serving manager(s)/management team(s)
Sep-12
Liontrust Sustainable Future Cautious Managed
Management group
Liontrust
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 40-85% Shares sector
One-year total return outperformance (actual return)
7.4 (8.5)
Five-year total return outperformance (actual return)
22.8 (44.7)
Assets/Market capitalisation
£256m
Name of manager(s)/management team(s)
Peter Michaelis and Simon Clements
Start date of longest serving manager(s)/management team(s)
Jul-14
Premier Diversified Growth
Management group
Premier Miton
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 40-85% Shares sector
One-year total return outperformance (actual return)
3.9 (5)
Five-year total return outperformance (actual return)
20.8 (42.7)
Assets/Market capitalisation
£174m
Name of manager(s)/management team(s)
Neil Birrell
Start date of longest serving manager(s)/management team(s)
Mar-13
Royal London Sustainable Managed Growth
Management group
RLAM
Category
Mixed Asset Income
Related benchmark used
Mixed Investment 0-35% Shares sector
One-year total return outperformance (actual return)
6.6 (8.2)
Five-year total return outperformance (actual return)
21.7 (35.1)
Assets/Market capitalisation
£519m
Name of manager(s)/management team(s)
Richard Nelson
Start date of longest serving manager(s)/management team(s)
Dec-12
7IM Sustainable Balance
Management group
7IM
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 20-60% Shares sector
One-year total return outperformance (actual return)
6 (6)
Five-year total return outperformance (actual return)
10 (24.3)
Assets/Market capitalisation
£118m
Name of manager(s)/management team(s)
Team managed
Start date of longest serving manager(s)/management team(s)
Sep-15
