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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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    ESG & stewardship
    ESG & stewardship

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

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    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 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 Global Ecology Bond

    We launched the Jupiter Global Ecology Bond fund in recognition of the symbiotic relationship between a healthy natural environment and long-term investment returns, building on our long and successful track record in the management of sustainable solutions.

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    Jupiter Strategic Bond Fund

    A flexible and unconstrained approach designed to maximise returns in different macro environments.

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    Jupiter Dynamic Bond ESG

    We believe the scale  of the bond market offers unrivalled opportunities for investors to align their interests with those of our planet and the society in which we live.

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    Jupiter UK Small and Mid Cap Funds
    An active, high-conviction approach designed to maximise opportunities no matter the outlook.
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    Jupiter Global Equity Growth Unconstrained
    Investing in stocks that can navigate disruptive forces to the economy.
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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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    Non-traditional investment strategies designed to diversify sources of return.

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

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    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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    Notes from the Investment Floor: The outlook looks bright for India
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    Carbone Sans Frontières: action on carbon leakage
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    Jupiter Merlin Weekly: The central bank policy porridge
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    ESG and stewardship
    Investing in solutions to climate change
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    Green QE and the law of unintended consequences
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    The journey to net zero: how we analyse bond issuers’ carbon footprints
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    Annual Assessment of Value
    Our 2nd Assessment of Value report for our UK unit trust and OEIC funds is now available.
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    About
    About Jupiter
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About Jupiter

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives.
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The Jupiter story

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.

From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.

Now, thirty-five years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.

Putting clients at the heart of our business

Few companies could thrive long term without putting the client at the heart of their business. At Jupiter, we prefer to go a step further. In our dialogue with clients, we always look to demonstrate how we are putting their interests first in our commitment to deliver long term superior performance after fees.

 

We will engage with them, for instance, on the long-term benefits of our distinct investment culture, the positive impact of investment in our systems or processes or the business rationale for an acquisition. The benefit to the client is always our ultimate litmus test.

 

The expression of this client focus is nowhere more pronounced than on the fund management team, the engine room of the company.

The Jupiter difference

Our distinct, entrepreneurial culture is based on giving talented professionals the freedom to pursue their own investment styles within a collaborative environment.

 

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £55.3bn /$72.6bn /€65.6bn as at 31/03/2022.

 

Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.

 

We believe that asset managers have a critical leadership role to play in helping to resolve some of the greatest challenges facing the world. In this spirit, we are proud of our long-established credentials in the fields of ESG and sustainable investment, and of our ongoing commitment to specialism and innovation in these areas. Jupiter is a constituent member of the FTSE4Good Index, and a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

 

Jupiter’s values and responsible business practices are aligned with the principles of the UN Global Compact and the 2020 UK Stewardship Code. Having engaged with the Financial Reporting Council (FRC) on the implementation of the 2020 UK Stewardship Code, we support this reinvigorated framework and have undertaken further investor outreach with the FRC and the Investment Association (IA). We are proud of the A+ score for strategy and governance we obtained in the latest assessment of our activities under the Principles for Responsible Investment (PRI). We also maintained our ‘A’ status under the PRI principles for our equities strategies and improved our ranking to an ‘A’ in fixed income. We are a member of the Investor Forum (IF), the UK body which helps facilitate collective engagement with companies, with Jupiter’s Edward Bonham Carter on the Board of Directors. Jupiter Chief Executive Andrew Formica is a Board member of the IA and a member of the UK Government’s Asset Management Taskforce, which represents the interests of our industry in key decision-making forums. 

Message from Andrew Formica

Jupiter’s brand has a long heritage and today we are building on that legacy as we launch our refreshed visual identity.
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