A new framework for global equity investing

The Jupiter Global Equity Growth Unconstrained Fund is managed by a team of investors at NZS Capital, with whom Jupiter has entered into a strategic partnership.

The NZS team are highly experienced investors who have developed their style of investing based on the idea of ‘Complexity Investing’. This framework focuses on actively selecting business models that exhibit resilience and optionality, which the team believe will successfully navigate long-term disruptive forces to the global economy. The team’s portfolios are designed to capture the growth of innovation across industry sectors worldwide.

 

In short, the NZS team doesn’t invest in innovation and disruption; they invest because of innovation and disruption.

Jupiter Global Equity Growth Unconstrained - A new framework for global equity investing

Important information

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.

The fund can invest in emerging markets, which carry increased liquidity and volatility risks. This fund invests mainly in shares and it is likely to experience fluctuations in price which are larger than funds that invest only in bonds and/or cash. Quarterly income payments will fluctuate. All of the fund’s expenses are charged to capital, which can reduce the potential for capital growth. The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state.