How Jupiter Private Clients & Charities set the strategy of your portfolio

	Setting strategy


Tailored The strategic allocation of your portfolio is set by assessing a variety of factors. We analyse current and future economic indicators and review a wealth of information and research produced in-house as well as by third parties. We also draw upon the investment expertise of Jupiter's award-winning fund managers and Independent Funds Team who provide valuable investment strategy insight. The Private Clients & Charities Team hold a monthly strategy meeting. The Jupiter Independent Funds team will present their views on different asset classes and regions. This is followed by open debate amongst the private client investment managers responsible for each asset class. Strategy is then formalised by way of a range of example portfolios including Income, Balanced and Growth. The investment managers will then consider any agreed changes to strategy and how they impact the individual client portfolios that they manage. Links: Portfolio construction 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.