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  • 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.

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    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.

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    ESG & stewardship
    ESG and Stewardship investing

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

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    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.

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  • Our funds
    Funds and prices
    Funds and prices
    For all available funds, share classes and price information.
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    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.
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    Jupiter Merlin Portfolios
    Six multi-manager funds constructed to deliver a range of specific outcomes.
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    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.

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    Jupiter Gold & Silver Fund

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

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    Jupiter Strategic Absolute Return Bond Fund

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

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    By asset class
    Alternatives

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

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    Shares

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

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    Bonds

    Flexibility is at the heart of our approach.

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    Multi-asset

    A carefully honed approach to diversification.

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    Multi-manager

    Managed by a highly experienced independent team.

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    Sustainable investing

    Sustainable investing lives at our core. 

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

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

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  • Insights
    Latest insight
    Latest insights
    Jupiter Merlin Weekly: Banking is complex but simple
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    Watch now
    Listen to podcast
    Budget reaction: A glass half full Budget for the optimists
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    Watch now
    Listen to podcast
    Rights and Issues: combining strong heritage with new resources
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    Watch now
    Listen to podcast
    See all Insights
    By asset class
    Alternatives
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    Shares
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    Bonds
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    Multi-asset
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    Multi-manager
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    Sustainable investing
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    By format
    Articles
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    Podcasts
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    Videos
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  • Documents
    Key documents
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    KIIDs
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    Application forms
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    Supplementary information documents (SID)
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    By product type
    Unit Trust
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    UK OEIC
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    Investment Trusts
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    SICAV
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    Irish ICVC
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    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.

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

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

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    Frequently asked questions
    Frequently asked questions

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

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    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
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    Supplementary information documents (SID)
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ESG & stewardship
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Sustainability, ESG and stewardship

A natural outcome of our culture, philosophy and heritage.
Download annual stewardship report
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