The Jupiter Fund of Investment Trusts aims to achieve long-term capital growth through investing principally in investment companies and other closed-end companies listed on the London Stock Exchange. The portfolio is concentrated and looks to take advantage of anomalies within the sector including discounts, management capabilities, corporate actions and capital structure.
The fund manager, Laurie Petar, holds regular face-to-face meetings with investment company managers and has a particular focus on the manager's style and approach, asset allocation as well as the quality of the companies in the underlying portfolio. Although he considers the broader economic environment when making investment decisions, he typically follows a bottom-up approach.
Fund manager
Laurie Petar has managed the Fund since launch in November 1999.
Key fund facts
- Highly rated fund manager with extensive experience in investment companies and asset allocation
- The Fund is not constrained by any benchmark weightings giving investors access to the best possible global growth opportunities at any given time
- Broad, globally diversified portfolio offering scope for outperformance in rising equity markets due to gearing of underlying investment companies
Downloads
Fund factsheet