How to invest
If you are interested in investing in Jupiter funds there are a number of methods to choose from:
• Invest via a financial adviser
At Jupiter we recommend that you discuss any financial decisions with a financial adviser, particularly if you are unsure whether an investment is suitable, as Jupiter is unable to provide investment advice. A financial adviser can provide advice on and facilitate investment into a Jupiter fund.
• Invest with us directly
You can invest with us directly by taking the following steps:
1) Please ensure you read the Key Investor Information Document (KIID) for each fund you have selected and the Supplementary Information Document (SID) before making an investment decision. These documents contain important information including risk factors and details of charges.
2) Complete and send us a Unit Trust application form or a Stocks and Shares ISA application form which can be found on the literature page. Once you’ve filled it in please post it to:
Jupiter Customer Services Department
PO Box 10666
Tel: 0800 561 4000
+44(0) 1268 448 642
• Invest via a platform or online broker
You can also invest in a Jupiter fund through an online broker or execution-only platform. Each platform may have a different charging structure for the provision of their services. Here is just a selection of the platforms on which Jupiter funds are available:
Fidelity Personal Investing
TD Direct Investing
Alliance Trust Savings
Chelsea Financial Services
Charles Stanley Direct
AJ Bell Youinvest
The Share Centre
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.
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