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Investment Approach

Jupiter's investment approach revolves around one concept: 'Seeking to optimise performance over the medium to long term without exposing our investors to unnecessary risk'. This investment method is based on the following principles:

Freedom to outperform
Jupiter's success as a fund management group has its roots in the investment culture we have cultivated since the business was established in 1985. We believe that talented fund managers perform best if they are given the freedom to invest as they see fit, subject to the constraints set by the fund's objectives.

Genuine active management
Jupiter's fund managers pride themselves on being active fund managers. Instead of simply tracking a market index, their time is spent assessing the investment environment. They rigorously analyse companies on your behalf to select the businesses they believe will produce superior growth in profits over the medium to long term.

Meeting the management
Meeting companies face-to-face is one of the most important elements of our research process. Our fund managers meet hundreds of companies each year in order to assess the quality of their management team and business strategy, enabling them to decide which companies are capable of producing strong growth and superior returns for shareholders.

Past performance should not be seen as a guide to future performance. The value of investments may fall as well as rise and may be affected by exchange rate variation.


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