Focused
Jupiter has been managing portfolios for charity clients since the company was established over 20 years ago. Our clients are drawn from across the charity sector including education, religion, health, conservation and culture. They encompass both large national charities and small local ones. We currently manage assets for charities and private clients, many of whom have been loyal clients for a number of years.
Understanding
Awareness of our clients' changing needs is what we believe to be the key to our success. Through membership of governing bodies such as the Charity Finance Directors Group, we ensure we are up-to-date with the important issues affecting our charity clients. Many of our team are trustees themselves and have a thorough understanding of the issues facing charities.
Charity clients use our services in order to achieve the aims of their organisation. Generating income to fund ongoing commitments has to be balanced with growing capital for future needs.
Investment commitment
Whilst each Charity clients' objectives are unique, some of the key client objectives that we aim to deliver are:
- required levels of income generation
- preservation and growth of real value through long-term capital appreciation
- management of risk in line with your requirements
- investments in line with any ethical requirements
The value of an investment can fall as well as rise and you may get back less than you invested.
SRI investing
Jupiter has been at the forefront of investing within ethical and environmental guidelines for more than 20 years. We are able to offer our clients tailored solutions to their SRI requirements covering the whole spectrum from negative screening to positive engagement.
Investment driven
Our discretionary investment management service for Private Clients and Charities has a minimum investment level of £500,000.
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Investment process
SRI investing
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