How Jupiter Private Clients & Charities review and report your portfolio performance.

	Portfolio review and reporting


Bespoke The ongoing management of your bespoke portfolio is driven by our understanding of your circumstances and objectives. That is why we recognise how important it is to build a trusted long-term relationship with you so we can react quickly as your objectives change. Your investment manager will regularly monitor your portfolio and work with you to make strategic and tactical asset allocation changes where necessary. Whether in response to market movements, or to match your changing needs, all adaptations to your portfolio are made in line with your set risk parameters. At Jupiter, we take the security of your investment very seriously and clients' assets are held with an independent, third party custodian. Links: Contact us Back to investment process

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Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority, whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS, under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.