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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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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

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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Tiered pricing on the Fixed Annual Charge

Tiered pricing on the Fixed Annual Charge

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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

Merlin Weekly Macro: US inflation moves stubbornly sideways

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Merlin Weekly Macro: A threat to the rules-based order

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Merlin Weekly Macro: Interpreting the Fed’s policy signals

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Alternatives

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Documents

Key documents

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KIIDs

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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 4th 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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FAQ

Frequently asked questions

Frequently asked questions

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

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Dealing with a Jupiter investment following a bereavement

Dealing with a Jupiter investment following a bereavement

Find out more about our guidance on how to deal with a Jupiter investment following a bereavement.

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Adding a power of attorney to an account

Adding a power of attorney to an account

Correct process for adding a power of attorney to an account.

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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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Consumer duty

Consumer Duty

The Financial Conduct Authority (FCA) introduced Consumer Duty with the intention of creating a higher standard of consumer protection in retail markets and to reduce the level of harm to retail consumers.

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About

About Jupiter

Our principles

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

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Unit Trust

UK OEIC

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Irish ICVC

Key documents

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Tiered pricing on the Fixed Annual Charge

Investment glossary

Insights

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Alternatives

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Multi-manager

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Shares

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Key documents

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Supplementary information documents (SID)

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Unit Trust

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Irish ICVC

Annual Assessment of Value

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Investing in solutions to climate change

In this video, Jon Wallace and Noelle Guo talk about environmental challenges, energy and agriculture.

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For all unit trust and OEIC general enquiries:
Tel: 0800 561 4000
Fax: 0800 561 4001
To purchase Jupiter’s products: 0800 561 4000

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For all unit trust and OEIC general enquiries:
Tel: 0800 561 4000
Fax: 0800 561 4001
To purchase Jupiter’s products: 0800 561 4000

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Jupiter Asset Management Limited (JAM), Jupiter Unit Trust Managers Limited (JUTM), Jupiter Fund Management plc (JFM) Jupiter Investment Management Group Limited (JIMG) and Jupiter Investment Management Limited (JIML) are registered in England and Wales (with company registration numbers 2036243 (JAM), 2009040 (JUTM), 6150195 (JFM), 792030 (JIMG) and 02949554 (JIML). The registered address of each of these is The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ. JUTM, JAM and JIML are authorised and regulated by the Financial Conduct Authority under the references 122488 (JUTM), 141274 (JAM) and 171847 (JIML). Jupiter Asset Management International S.A. (JAMI, the Management Company), registered address: 5, Rue Heienhaff, Senningerberg L-1736, Luxembourg which is authorised and regulated by the Commission de Surveillance du Secteur Financier. Jupiter Asset Management (Europe) Limited (JAMEL), the Irish Management Company), registered address: 32 Molesworth Street, Dublin 2, D02 Y512, Ireland which is authorised and regulated by the Central Bank of Ireland. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above. No part of this site may be reproduced in any manner without the prior permission of Jupiter Asset Management Limited. ©2022 Jupiter Fund Management plc

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