Our objective is to create an investment solution that harnesses the skills of Jupiter's renowned fund management team. We aim to create and manage portfolios within the most efficient structure possible for each client.
Onshore, Jupiter offers a range of unit trusts, investment companies and, an increasingly popular choice, funds of funds. Our product range also includes a variety of SICAV sub-funds, as well as offshore products consisting of feeder funds, hedge funds and a fund of hedge funds.
Our approach to your investments
The way in which we manage investments can be displayed in four easy steps:
1. Understanding investment needs and objectives
No two clients are the same, therefore gaining a full understanding of investment needs and objectives are 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 and inheritance planning.
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.
The value of investments can go down as well as up.