Managers of Jupiter Merlin range consider exiting Whitmore funds amid departure

Considering all options

clock • 1 min read

Jupiter Asset Management’s Merlin team is considering withdrawing some assets from portfolio manager Ben Whitmore’s funds when he leaves the firm to open his own investment boutique.

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...

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