Global equities.
Seeking a smoother journey?
In times of market volatility, diversification across traditional asset classes may fail to deliver the benefits many investors expect. When both equity and bond markets fall in the same period, many investors’ portfolios – which they may have hoped had been diversified – can be exposed to losses. Diversification is hard to find when global equities and bonds fall together. When traditional assets correlate in a downward trend, it can seem to investors that there is nowhere to hide.
Alternative strategies with the potential to deliver positive returns irrespective of the market environment or macroeconomic backdrop, and with low or negative correlations with traditional equity and bond markets, are therefore of interest.
Jupiter Merian Global Equity Absolute Return Fund has received the award for “BEST UCITS fund over $1bn” at the Hedgeweek European Awards 2024. Funds in each category were shortlisted based on performance; then winners were selected based on votes from across the industry.
The Jupiter Merian Global Equity Absolute Return Fund won the Investment Week Fund Manager of the Year Award 2024 in the Absolute Return category.
Jupiter Merian Global Equity Absolute Return Fund has received the award for “BEST UCITS fund over $1bn” at the Hedgeweek European Awards 2024. Funds in each category were shortlisted based on performance; then winners were selected based on votes from across the industry.
The Jupiter Merian Global Equity Absolute Return Fund won the Investment Week Fund Manager of the Year Award 2024 in the Absolute Return category.
Alternatives: market neutral global equities
In a year when global equities have fallen, alternative strategies are of interest.
Long only strategies
Long only strategies covering these regions
Europe
Europe ex UK
Global
Global Income
North America
Pacific
World
Long-short strategies
Long-short strategies
Fund specific risks
- Investment risk – there is no guarantee that the Fund will achieve its objective. A capital loss of some or all of the amount invested may occur.
- Furthermore, the Fund may exceed its volatility limit. A capital loss of some or all of the amount invested may occur.
- Company shares (i.e. equities) risk – the value of Company shares (i.e. equities) and similar investments may go down as well as up in response to the performance of individual companies and can be affected by daily stock market movements and general market conditions. Other influential factors include political, economic news, company earnings and significant corporate events.
- Derivative risk – the Fund uses derivatives to generate returns and/or to reduce costs and the overall risk of the Fund. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment. Derivatives also involve counterparty risk where the institutions acting as counterparty to derivatives may not meet their contractual obligations.
- Currency risk – the Fund can be exposed to different currencies and may use techniques to try to reduce the effects of changes in the exchange rate between the currency of the underlying investments and the base currency of the Fund. These techniques may not eliminate all the currency risk. The value of your shares may rise and fall as a result of exchange rate movements.
- Stock connect risk – the Fund may invest in China A-Shares through the China-Hong Kong Stock Connect (“Stock Connect”). Stock Connect is governed by regulations which are untested and subject to change. Trading limitations and restrictions on foreign ownership may constrain the Fund’s ability to pursue its investment strategy.
The fund may be subject to other risk factors, please see the Prospectus for further information.
This is a marking communication. Please refer to the latest sales prospectus of the fund and to the Key Investor Information Document (KIID), particularly to the fund’s investment objective and characteristics including those related to ESG (if applicable), before making any final investment decisions. These are available from the document library.
About the ‘climate stripes’: The climate warming stripes graphic depicts annual mean global temperatures (1850-2018, from World Meteorological Organization data), said to have been produced for the World Meteorological Organisation (WMO) provisional State of the Climate report. The use of the graphic represents Jupiter’s firm-wide, public commitment to playing its part in actively addressing one of the greatest challenges facing our planet. Source/credit: Climate scientist Ed Hawkins, University of Reading, UK. Data values are visualised using colour rather than locations of points on a graph. Horizontal scale is time, from 1850 (left) to 2018 (right). Data is global (not for a locality). Use of the graphic does not imply endorsement of any product or service by its creator. Graphic used under licence: Creative Commons — Attribution-ShareAlike 4.0 International — CC BY-SA 4.0
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Systematic Equities Team
Literature
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