Skip to main content
United Kingdom
Individual
English
Corporate
Investment teams
Media
Careers
Glossary
My Account
Jupiter logo
  • About
    About Jupiter
    About Jupiter

    For over 35 years we’ve aimed to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.

    Learn more
    Our principles
    Our Principles

    We follow a set of principles that guide us and underpin the way we do business. Our most important principle is to put our clients at the heart of everything we do.

    Learn more
    ESG & stewardship
    ESG and Stewardship investing

    Our approach to ESG is focused on investing our clients’ assets responsibly to enhance returns.

    Learn more
    Stewardship woven through the fabric of our firm

    Since Jupiter was established in 1985, we have sought to make a positive difference for our clients. Woven through the fabric of our firm, stewardship is integral to all we do as active managers of our clients’ assets.

    Learn more
  • Our funds
    Funds and prices
    Funds and prices
    For all available funds, share classes and price information.
    Learn more
    Funds in the spotlight
    Jupiter Global Sustainable Equities Fund
    Taking a stake in the highest quality companies who actively balance the needs of three core stakeholders: Planet, People and Profit.
    Learn more
    Jupiter Merlin Portfolios
    Six multi-manager funds constructed to deliver a range of specific outcomes.
    Learn more
    Jupiter Ecology Fund

    A natural home for your capital. Since 1988, we’ve been investing in companies whose core products and services address global sustainability challenges.

    Learn more
    Jupiter Gold & Silver Fund

    A genuinely differentiated fund blending exposure to gold and silver bullion, and gold and silver mining equities.

    Learn more
    Jupiter Strategic Absolute Return Bond Fund

    A strategy that uses dynamic and speedy asset allocation to target risk-adjusted returns and small drawdowns. 

    Learn more
    By asset class
    Alternatives

    Non-traditional investment strategies designed to diversify sources of return.

    Learn more
    Shares

    Our capabilities span across a range of equities and specialist areas.

    Learn more
    Bonds

    Flexibility is at the heart of our approach.

    Learn more
    Multi-asset

    A carefully honed approach to diversification.

    Learn more
    Multi-manager

    Managed by a highly experienced independent team.

    Learn more
    Sustainable investing

    Sustainable investing lives at our core. 

    Learn more
    By product type
    Unit Trust
    Learn more
    UK OEIC
    Learn more
    Investment Trusts
    Learn more
    SICAV
    Learn more
    Irish ICVC
    Learn more
    Key documents
    Factsheets
    Learn more
    KIIDs
    Learn more
    Application forms
    Learn more
    Investment glossary
    Investment glossary

    Use our glossary to search for definitions of some commonly used investment terms.

    Learn more
  • Insights
    Latest insight
    Latest insights
    Jupiter Merlin Weekly: Playing the game of unintended consequences
    Read more
    Watch now
    Listen to podcast
    Jupiter Merlin Weekly: Banking is complex but simple
    Read more
    Watch now
    Listen to podcast
    Budget reaction: A glass half full Budget for the optimists
    Read more
    Watch now
    Listen to podcast
    See all Insights
    By asset class
    Alternatives
    Learn more
    Shares
    Learn more
    Bonds
    Learn more
    Multi-asset
    Learn more
    Multi-manager
    Learn more
    Sustainable investing
    Learn more
    By format
    Articles
    Learn more
    Podcasts
    Learn more
    Videos
    Learn more
  • Documents
    Key documents
    Factsheets
    Learn more
    KIIDs
    Learn more
    Application forms
    Learn more
    Supplementary information documents (SID)
    Learn more
    By product type
    Unit Trust
    Learn more
    UK OEIC
    Learn more
    Investment Trusts
    Learn more
    SICAV
    Learn more
    Irish ICVC
    Learn more
    Annual Assessment of Value
    Annual Assessment of Value

    Our 3rd Assessment of Value report for our UK unit trust and OEIC funds is now available.

    Learn more
    View all documents
    View all documents
    Download our full range of literature items.
    Learn more
  • Contact
    General contacts and enquiries
    General contacts and enquiries

    Find out how to get in touch by phone, email or post.

    Learn more
    Frequently asked questions
    Frequently asked questions

    Quickly find the answers to the questions raised by unit trust investors.

    Learn more
Search box open
Close search box
Jupiter logo
Mobile menu toggle
Mobile menu toggle
  • Toggle Menu
    Individual
    United Kingdom
    English
    Search
    About
    About Jupiter
    Our principles
    ESG & stewardship​
    Stewardship woven through the fabric of our firm
    Our funds
    Funds and prices
    Funds in the spotlight
    Jupiter Ecology Fund
    Jupiter Global Sustainable Equities Fund
    Jupiter Gold & Silver Fund
    Jupiter Merlin Portfolios
    By asset class
    Alternatives
    Shares
    Bonds
    Multi-Asset
    Multi-Manager
    Sustainable investing
    By product type
    Unit Trust
    UK OEIC
    Investment Trusts
    SICAV
    Irish ICVC
    Key documents
    Factsheets
    Application forms
    KIIDs
    Investment glossary
    Insights
    By asset class
    Alternatives
    Bonds
    Multi-asset
    Multi-manager
    Sustainable Investing
    Shares
    By format
    Articles
    Podcasts
    Videos
    Documents
    Key documents
    Factsheets
    KIIDs
    Application forms
    Supplementary information documents (SID)
    By product type
    Unit Trust
    UK OEIC
    Investment Trusts
    SICAV
    Irish ICVC
    Annual Assessment of Value
    View all documents
    Contact
    General contacts and enquiries
    Frequently asked questions
    Corporate
    Investment teams
    Media
    Careers
    Glossary
    My Account
Home
About Jupiter
Share on facebook
Share on linkedin
Share on twitter
Share on email
Share on whatsapp

About Jupiter

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives.
Contact us

Get in touch

Close

The Jupiter story

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.

From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.

Now, thirty-five years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.

Putting clients at the heart of our business

Few companies could thrive long term without putting the client at the heart of their business. At Jupiter, we prefer to go a step further. In our dialogue with clients, we always look to demonstrate how we are putting their interests first in our commitment to deliver long term superior performance after fees.

 

We will engage with them, for instance, on the long-term benefits of our distinct investment culture, the positive impact of investment in our systems or processes or the business rationale for an acquisition. The benefit to the client is always our ultimate litmus test.

 

The expression of this client focus is nowhere more pronounced than on the fund management team, the engine room of the company.

The Jupiter difference

Our distinct, entrepreneurial culture is based on giving talented professionals the freedom to pursue their own investment styles within a collaborative environment.

 

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £50.2bn /$60.7bn /€56.7bn as at 31/12/2022.

Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.

 

We believe that asset managers have a critical leadership role to play in helping to resolve some of the greatest challenges facing the world. In this spirit, we are proud of our long-established credentials in the fields of ESG and sustainable investment, and of our ongoing commitment to specialism and innovation in these areas. Jupiter is a constituent member of the FTSE4Good Index, and a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

 

Jupiter’s values and responsible business practices are aligned with the principles of the UN Global Compact and the 2020 UK Stewardship Code. Having engaged with the Financial Reporting Council (FRC) on the implementation of the 2020 UK Stewardship Code, we support this reinvigorated framework and have undertaken further investor outreach with the FRC and the Investment Association (IA). We are proud of the A+ score for strategy and governance we obtained in the latest assessment of our activities under the Principles for Responsible Investment (PRI). We also maintained our ‘A’ status under the PRI principles for our equities strategies and improved our ranking to an ‘A’ in fixed income. We are a member of the Investor Forum (IF), the UK body which helps facilitate collective engagement with companies, with Jupiter’s Edward Bonham Carter on the Board of Directors. 

ESG

Our approach to ESG is focused on investing our clients’ assets responsibly to enhance returns.

Learn more

Our Principles

Our culture puts clients at the heart of what we do.

Learn more

Investment teams

Understand more about Jupiter’s investment capabilities.