Investment Funds News Jupiter Launches New Fund 18471806
Jupiter launches new fund
03 May 2012 / by James Caldwell
Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Geldard and Lee Manzi.
Since 2000 investors have experienced two equity bear markets and unprecedented levels of volatility. During this time bond yields have fallen to record lows with UK government bond prices reaching levels that have not been seen in living memory. With this backdrop there has never been a more important time for dynamic and intelligent asset allocation management and the Jupiter Strategic Reserve fund aims to meet this need in a cost effective way.
The fund invests directly in liquid tradeable securities, including equities, corporate and convertible bonds, government bonds and currencies. The managers will use a flexible asset allocation policy with the aim of reducing the impact of any major downturn.
Retirement Provision Challenges
Commenting on the launch of the fund, Edward Bonham Carter, Jupiter Chief Executive of Jupiter asset Management said “The issue of adequate retirement provision is one of the most significant challenges we currently face as a nation. Challenging demographics in the UK means that most people will have to work harder for longer. It also means that the way people invest is likely to change with investors looking for strategies that can provide capital growth with lower volatility”.
See below for a range of Jupiter funds that are available through the Fair Investment Fund Supermarket.
No news, feature article or comment should be seen as a personal recommendation to invest. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment. If you are at all unsure of the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.
The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. Different types of investment carry different levels of risk and may not be suitable for all investors. Past performance is not a guide to future performance.
© Fair Investment Company Limited
Jupiter Growth Funds
Fund Manager | Fund | Fund Manager Initial Charge¹ | AMC³ | Fact Sheet | How to Invest |
---|---|---|---|---|---|
Jupiter China | 0% | 0.75% | Factsheet | More Info > | |
Jupiter Ecology | 0% | 0.75% | Factsheet | More Info > | |
Jupiter Financial Opportunities | 0% | 0.75% | Factsheet | More Info > | |
Jupiter Income Trust | 0% | 0.75% | Factsheet | More Info > | |
Jupiter India | 0% | 0.75% | Factsheet | More Info > | |
Jupiter Merlin Balanced Portfolio | 0% | 0.75% | Factsheet | More Info > | |
Jupiter Merlin Growth Portfolio | 0% | 0.75% | Factsheet | More Info > | |
Jupiter Merlin Worldwide Portfolio | 0% | 0.75% | Factsheet | More Info > |
³AMC is the Annual Management Charge applied by the Fund Manager.
function openFactSheet(url) { var w = window.open(url, '', 'width=1000,height=800,scrollbars=yes,resizable=yes'); w.focus(); }