All funds except the OEICS (legacy Merian fund range) are available to invest into directly with Jupiter. All funds (including the Jupiter unit trust fund range) are available via fund platforms (sometimes referred to as ‘fund supermarkets’), or via intermediaries such as financial advisers.
At Jupiter we recommend that you discuss any financial decisions with a financial adviser, particularly if you are unsure whether an investment is suitable, as Jupiter is unable to provide investment advice. A financial adviser can provide advice on and facilitate investment into a Jupiter fund.
If you do not have a financial adviser, we have included the details below of two organisations that can help you find one.
You can invest with us directly by taking the following steps:
- Please ensure you read the Key Investor Information Document (KIID) for each fund you have selected and the Supplementary Information Document (SID) before making an investment decision. These documents contain important information including risk factors and details of charges.
- Complete and send us a Unit Trust application form or a Stocks and Shares ISA application form which can be found on the document library page. Alternatively, call us and place the investment over the phone.
For your security we record and may randomly monitor telephone calls.
You can also invest in a Jupiter fund through an online broker or execution-only platform. Each platform may have a different charging structure for the provision of their services. Here is just a selection of the platforms on which Jupiter funds are available:
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.
This website provides links to third party websites over which Jupiter has no control. These links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.