Jupiter Asset Management today announces the launch of five systematic thematic funds managed by Jupiter’s Systematic Equities team. The Article 8 range will focus on transformative, and often disruptive, megatrends to capture long-term capital growth. 

We expect these new funds to appeal to clients due to the strength of the investment themes and the team’s proprietary investment process, an active and systematic approach that has been developed and enhanced over more than 18 years.

The new range comprises:

  • Jupiter Systematic Disruptive Technology Fund
  • Jupiter Systematic Consumer Trends Fund
  • Jupiter Systematic Healthcare Innovation Fund
  • Jupiter Systematic Demographic Opportunities Fund
  • Jupiter Systematic Physical World Fund
The six-strong investment team is led by Amadeo Alentorn, who has been instrumental to the investment approach since inception, having joined the team in 2005. The members of the wider team have worked with each other, and on the investment approach, for an average of 11 years. They will be supported by Jupiter’s eight-strong in-house Data Science team, as well as the firm’s external network of experts and academics.
Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management, said:
“We are excited to bring to market what we believe is a truly differentiated range of systematic thematic funds. There have been strong inflows into thematic investing in the last decade and asset managers have sought to differentiate themselves by increasingly narrow specialisation, which has led to more volatile returns.

“We do not differentiate our thematic funds through over-specialisation of theme, but through our unique, active and systematic investment process. While we are fund managers, we are also computer programmers and have developed over many years our own sophisticated software to swiftly and continuously analyse large amounts of data on a broad universe of stocks. This increases diversification and can help to stabilise returns.”
Kiran Nandra, Head of Equities at Jupiter Asset Management, added:
“Launching a range of thematic equities funds is a strategic priority for the firm and the investment themes we have chosen are at the cutting edge of structural change on a global scale. The strategies also have a flexible investment style, which means they can balance exposure to value and growth in accordance with prevailing market conditions. They will include cyclical and defensive components and seek active alpha opportunities over the whole economic cycle.

“The systematic equities team are well-placed to manage this unique proposition, given their deep experience and proven expertise at a time when technology is redefining opportunities for investment managers and their clients.”

For further information, please contact:

Victoria Howley
Senior Communications Manager
+44 (0) 20 3817 1657
[email protected]

Important Information

Funds’ specific risks

  • Counterparty Default risk- The risk of losses due to the default of a counterparty on a derivatives contract or a custodian that is safeguarding the fund’s assets.
  • 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.
  • Market Concentration risk (geographical region/country) – Investing in a particular country or geographic region can cause the value of this investment to rise or fall more relative to investments whose focus is spread more globally in nature.
  • Currency risk – The Funds can be exposed to different currencies and movements in foreign exchange rates can cause the value of investments to fall as well as rise.
  • Market Concentration risk (sector) – Investing in a particular sector can cause the value of this investment to rise or fall more relative to investments whose focus is spread more evenly across sectors.
  • ESG Data – The Funds uses data from third parties (which may include providers for research, reports, screenings, ratings and/or analysis such as index providers and consultants) and that information or data may be incomplete, inaccurate or inconsistent.
  • ESG – Investments are selected or excluded on both financial and non-financial criteria. The Funds’ performance may differ from the broader market or other Funds that do not utilise ESG criteria when selecting investments.
  • Derivative risk – the Funds may use derivatives to reduce costs and/or the overall risk of the Funds (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 Funds.
  • 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.

 

The funds may be subject to various other risk factors, please refer to the latest sales prospectus for further information. The Prospectus is available from Jupiter on request.

The information contained in this market commentary is intended solely for members of the media and should not be relied upon by private investors or any other persons to make financial decisions.

This communication, including any data and views in it, is not a financial promotion as defined in MiFID II. It does not constitute an invitation to invest or investment advice in any way. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given.

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.

The views expressed are those of the Fund Manager at the time of writing, are not necessarily those of Jupiter as a whole and may be subject to change. This is particularly true during periods of rapidly changing market circumstances.

Issued in the UK by Jupiter Asset Management Limited, registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ 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.