How to invest

Find out how to invest Jupiter's funds.

Platforms are able to aggregate large numbers of clients across different investment managers, sometimes offering lower minimum investment amounts and lower fund charges as a result. You can compare the cost of a selection of different platforms at https://www.comparefundplatforms.com/*.

* We are not responsible for any information published on this website. References to this website and companies (who are independent of us) are examples and are not a recommendation or an endorsement by us.

 

Directly with us

Jupiter's fund categories

CategoryFundInvestment vehicle
Bond fundsJupiter Corporate Bond FundUnit Trust
Jupiter Strategic Bond FundUnit Trust
Jupiter Global Macro Bond FundOEIC
Jupiter Monthly Income Bond FundOEIC
Emerging market equity fundsJupiter China FundUnit Trust
Jupiter Global Emerging Markets FundUnit Trust
Jupiter India FundUnit Trust
Environmental and responsible fundsJupiter Ecology FundUnit Trust
Jupiter Global Leaders FundUnit Trust
Jupiter Responsible Income FundUnit Trust
European equity fundsJupiter European FundUnit Trust
Jupiter European Special Situations FundUnit Trust
International equity fundsJupiter Asian Income FundUnit Trust
Jupiter Financial Opportunities FundUnit Trust
Jupiter Fund of Investment TrustsUnit Trust
Jupiter Global Financial Innovation FundUnit Trust
Jupiter Global Value Equity FundUnit Trust
Jupiter Japan Income FundUnit Trust
Jupiter Merian Asia Pacific FundOEIC
Jupiter Merian Global Equity FundOEIC
Jupiter Merian North American Equity FundOEIC
Multi-manager fundsJupiter Merlin Worldwide PortfolioUnit Trust
Jupiter Merlin Growth PortfolioUnit Trust
Jupiter Merlin Balanced PortfolioUnit Trust
Jupiter Merlin Income and Growth Select Unit Trust
Jupiter Merlin Income PortfolioUnit Trust
Jupiter Merlin Moderate SelectUnit Trust
Jupiter Merlin Monthly Income Select Unit Trust
Jupiter Merlin Conservative SelectUnit Trust
Specialist strategiesJupiter Monthly Alternative Income FundUnit Trust
UK equity fundsJupiter UK Alpha FundOEIC
Jupiter UK Growth FundUnit Trust
Jupiter UK Income FundUnit Trust
Jupiter UK Mid Cap FundOEIC
Jupiter UK Multi Cap Income FundOEIC
Jupiter UK Smaller Companies FundOEIC
Rights and Issues Investment Trust PLCInvestment Trust

 

Click here for details of the investment methods available for the different products.

We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice. If you do not have a financial adviser, you can search for one at www.thepfs.org/yourmoney/find-an-adviser/ or www.unbiased.co.uk. *

  • Using our online portal, ‘MyJupiter’ (if you have an existing investment).
  • In writing by completing an application form (unit trust/OEIC) if you are not an existing investor, or a top up form if you already have a unit trust/OEIC investment. You will need to send us a cheque made payable to Jupiter Unit Trust Managers Limited or complete the Direct Debit section of the application form if you want to pay monthly.
  • Over the telephone by calling 0800 561 4000 (or +44 20 3528 4244 if calling from overseas) between 9am and 5:30pm Monday to Friday on UK business days.  This option is only if you are an existing investor
  • By faxing your application form to  020 8585 8814. This option is only if you are an existing investor

You will need to confirm you have read the relevant Key Investor Information Document(s) (KIIDs) for the fund(s) and unit/share class you are investing into, the Supplementary Information Document (SID) and Terms & Conditions before you invest. 

  • The Terms and Conditions is the legal agreement between you and Jupiter.
  • The Key Investor Information Document (KIID) explains the key facts about a fund including its objectives, risks, charges and past performance, to help you make an informed investment decision.
  • The Supplementary Information Document (SID)provides additional details about the product including operational information.

Detailed information about how the Funds operate can be found in the relevant Prospectus (for OEICs) or Scheme Particulars (for Unit Trusts).

For more information on how to invest, please read The general investment information brochure and for more information on our fund range please read the Unit Trust range brochure here.

  • Using our online portal, ‘MyJupiter’ (if you have an existing investment).
  • In writing by completing an application form (2026/2027 ISA) if you haven’t invested in the current tax year, or a top up form if you already have a current year ISA (top up). You will need to send us a cheque made payable to Jupiter Unit Trust Managers Limited or complete the Direct Debit section of the application form if you want to pay monthly.
  • Over the telephone by calling 0800 561 4000 (or +44 20 3528 4244 if calling from overseas) between 9am and 5:30pm on UK business days.  This option is only if you are an existing investor
    • The Terms and Conditions is the legal agreement between you and Jupiter.
    • The Key Investor Information Document (KIID) explains the key facts about a fund including its objectives, risks, charges and past performance, to help you make an informed investment decision.
    • The Supplementary Information Document (SID) provides additional details about the product including operational information.

Detailed information about how the Funds operate can be found in the relevant Prospectus (for OEICs) or Scheme Particulars (for Unit Trusts).

For more information on how to invest, please read The general investment information brochure and for more information on our fund range please read the Unit Trust range brochure here.