Why global smaller companies?
Smaller company stocks are shares of companies that have a lower market valuation than large companies. Smaller companies are often younger businesses in the earlier stages of growth and less well-known than large companies.
Global opportunity
Including shares of companies from developed markets (such as the US, UK and Germany) as well as shares of companies from emerging markets (such as India, Brazil and Poland) offers a broader pool of potential investment returns
Long-term growth potential
Smaller companies tend to be younger and faster growing than larger companies but can also be more volatile and riskier
Valuations
Global smaller company valuations are below their peak levels
Supportive backdrop
Global economic growth and inflation trends are generally supportive for small cap stocks
The Jupiter Origin team has run a global smaller companies strategy since 2010. The team looks for stocks with four measurable characteristics:
- High profitability and growth: Companies with a history of high returns and growth
- Attractive value: Shares trading at a discount
- Earnings growth: Expectations that future earnings will rise
- Price momentum: Share price rising more than the market average
About Active ETFs
An ETF, or Exchange-Traded Fund, is a type of investment fund that trades on an exchange, just like a share. Traditionally, they have been used to enable investors to track a specific index, such as the S&P 500, in a cost-efficient manner. Unlike passive tracker funds, active ETFs are actively managed by fund managers, who make investment decisions with an aim to generate higher returns and outperform their benchmark.
Please see our Beginner’s Guide to ETFs here
Jupiter Origin Global Smaller Companies Active UCITS ETF (JOGS)
Jupiter Origin Global Smaller Companies Active UCITS ETF (or JOGS, to call it by its market ticker) is an actively managed exchange-traded fund of smaller company stocks from developed markets and emerging markets.
What is the fund objective?
Meet the team
A team with a heritage of over 20 years
How to buy a Jupiter Active ETF
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 Active ETF.
If you do not have a financial adviser, we have included the details below of two organisations that can help you find one.
www.unbiased.co.uk
www.findanadviser.org
You can invest directly into Jupiter Active ETF via an investment platform.
You can find the TBD ISIN and identifiers on the ETF’s factsheet here.
Strategy specific risks
- Investment risk - there is no guarantee that the strategies will achieve their objectives. A capital loss of some or all of the amount invested may occur.
- Company shares (i.e. equities) risk - the value of Company shares 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.
- Currency (FX) risk – The strategies can be exposed to different currencies and movements in foreign exchange rates can cause the value of investments to fall as well as rise.
- Pricing Risk - Price movements in financial assets mean the value of assets can fall as well as rise, with this risk typically amplified in more volatile market conditions.
- Smaller companies risk - smaller companies are subject to greater risk and reward potential. Investments may be volatile or difficult to buy or sell.
- Emerging markets risk - Emerging markets are potentially associated with higher levels of political risk and lower levels of legal protection relative to developed markets. These attributes may negatively impact asset prices.
- Derivative risk - the strategies may use derivatives to reduce costs and/or the overall risk of the Fund (this is also known as Efficient Portfolio Management or “EPM”). Derivatives involve a level of risk, however, for EPM they should not increase the overall riskiness of the strategies.
- Liquidity Risk (general) - During difficult market conditions there may not be enough investors to buy and sell certain investments. This may have an impact on the value of the Fund.
- Liquidity Risk (less liquid securities) - some investments may be hard to value or sell at a desired time and price. In extreme circumstances this may affect the Fund’s ability to meet redemption requests upon demand.
- ESG - Investments are selected or excluded on both financial and non-financial criteria. The strategies’ performance may differ from the broader market or other strategies that do not utilise ESG criteria when selecting investments.
Important Information
This is a marketing communication. Please refer to the latest sales prospectus of the sub-fund and to the Key Investor Information Document (KIID) (for investors based in the UK) and Key Information Document (KID) (for investors based in the EU), particularly to the sub-fund’s investment objective and characteristics including those related to ESG (if applicable), before making any final investment decisions.
This material is for informational purposes only and is not investment advice. 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.
Information in this material has been obtained or derived from sources believed to be reliable and current. However, accuracy or completeness of the sources cannot be guaranteed.
Investors must buy and must usually sell shares in the sub-fund on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying shares and may receive less than the current net asset value when selling them.
This is not an invitation to subscribe for shares/ units in HANetf ICAV (the ‘ICAV’), an investment company with variable capital established as an umbrella fund with segregated liability between sub-funds which is authorised and regulated by the Central Bank of Ireland pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011, as amended. Registered in Ireland under reference number C178625. Registered office: 55 Charlemont Place, Dublin, D02 F985, Ireland.
HANetf Management Limited (the “Manco”) acts as the management company of the ICAV. The Manco is registered in Ireland (company number: 621172) and authorised and regulated by the Central Bank of Ireland (reference number: C178709).
The Manco has delegated investment management of the sub-fund to Jupiter Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (number: 141274).
This information is only directed at persons residing in jurisdictions where the Company and its shares are authorised for distribution or where no such authorisation is required. The Manco may terminate marketing arrangements. The sub fund may be subject to various risk factors, please refer to the latest sales prospectus for further information.
Tax treatment of the sub-fund depends on the individual circumstances of each investor.
Prospective purchasers of shares of the sub-fund should inform themselves as to the legal requirements, exchange control regulations and applicable taxes in the countries of their respective citizenship, residence or domicile. ETF purchases can only be made on the basis of the latest sales prospectus and Key Investor Information Document (KIID) (for investors based in the UK) and Key Information Document (KID) (for investors based in the EU), accompanied by the most recent audited annual report and semi-annual report. These documents and information related to investor rights and complaints handling are available for download from www.hanetf.com or can be obtained free of charge upon request from: complaints@hanetf.com.
Past performance does not predict future returns.
Issued in the UK by Jupiter Asset Management Limited (registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ) which is authorised and regulated by the Financial Conduct Authority. Issued in the EU by Jupiter Asset Management International S.A. (registered address: 5, Rue Heienhaff, Senningerberg L-1736, Luxembourg) which is authorised and regulated by the Commission de Surveillance du Secteur Financier.
No part of this material may be reproduced in any manner without prior permission.
MARKETING AGENT
HANetf EU Limited 59/60 O’Connell Street Limerick V94E95T Ireland
UK MARKETING AGENT AND UK FACILITIES AGENT
HANetf Limited City Tower 40 Basinghall Street London EC2V 5DE United Kingdom