No two charities are the same. Requirements often vary enormously; however, no matter what the cause, one goal remains consistent - every charity seeks to make the most of their financial means. 

Our approach to your investments
The way in which we manage investments can be displayed in four steps:

1. Understanding investment needs and objectives
No two clients are the same, therefore gaining a full understanding of investment needs and objectives is vital in the construction and ongoing management of a portfolio. Where a client is now and where they want to be in the future are key questions that need to be answered.

2. Assessing investment requirements
We will assess investment requirements through an interactive, fact finding process, taking into account attitude towards risk and return, requirement for income and time horizon, as well as issues such as taxation.

3. Devise an investment approach
Once a clear picture has been drawn up, we will devise a precise investment approach that will aim to deliver the required investment outcome.

4. Ongoing management
We offer an active style of investment management. At the core of this, is a disciplined and pragmatic investment process focusing on long-term outperformance.

Specialist investment Solutions
Our Private Client Investment Managers have access to the wide range of resources you would expect from Jupiter, these include;

Green and Socially Responsible Investing
At Jupiter we have more than 19 years' experience managing investments on behalf of clients with green and Socially Responsible Investment (SRI) needs. Where a client has specialist requirements of this kind, we engage the support of our renowned Green and SRI team who research and manage the Jupiter Ecology Fund and the Jupiter Environmental Income Fund. They also run the Jupiter Green Investment Trust, the Jupiter Climate Change Solutions SICAV sub-fund and specialist institutional mandates.

Jupiter Merlin Portfolios
Jupiter's fund of funds range is known as the Jupiter Merlin Portfolios, run by the multiple award-winning Jupiter Independent Funds Team. Funds of funds are becoming an increasingly popular investment vehicle, and for good reason, as they offer a number of benefits. The primary advantage being that they provide clients with a ready made and diversified portfolio of holdings within one easy investment.

The value of investments and the income from them may fall as well as rise.