The companies that form the Jupiter Group have created a dynamic investment style through specialist management of funds worldwide. The Group was established in its current form in 1985 and has since built a reputation for asset management with an emphasis on performance and client service. The Group, which is a subsidiary of Commerzbank AG, one of Germany’s leading banks, now has over £11.6 bn worth of funds under management, as at 31st March 2002.
The Jupiter Group continually review their range of products to ensure they offer investors sufficient choice and flexibility to meet objectives now and in the future. The Group currently offers twenty-seven unit trusts. Investors can choose from an impressive selection of growth, income, international and green funds, covering areas of the economy where Jupiter believes the most dynamic growth is likely to occur. Seventeen of the twenty-five equity funds are ranked in the top quartile within their sectors since their respective launch dates.* These include the successful Jupiter Income Trust, High Income Fund, Financial Opportunities Fund and Far Eastern Fund, each of which was awarded 1st place in the 2002 Standard & Poor’s Fund Awards.
The Jupiter Group also takes a responsible approach to managing investments by seeking to provide above average performance and usually below average level of risk. Within each fund, Jupiter has a rigorous stock selection process that has led to out-performance of the appropriate benchmarks for the majority of funds. This strategy has earned Jupiter Group companies many awards, including for the third year running ‘Fund Management Group of the Year (1st)’ from What Investment.
Provided by Jupiter Unit Trust Managers Ltd, May 2002
"JUPITER" and their logo are the trade marks of Jupiter International Group Plc and registered in the UK and as Community Trade Marks.
| Initial Sales Charge | Our Discount | Exceptions |
|---|---|---|
| Up to 5.50% | Up to 3.50% | - |
Key Features Document
Click here to view the Key Features Document for the funds available from the Fund manager.