About Jupiter
Jupiter is a specialist, high conviction, and active asset manager.
We exist to help our clients achieve their long-term investment objectives.
The Jupiter story
When we established Jupiter in 1985, we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of excellence in high-conviction, active management. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, thirty-five years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.
Putting clients at the heart of our business
Few companies could thrive long term without putting the client at the heart of their business. At Jupiter, we prefer to go a step further. We seek lasting partnerships where goals, ideas and insights are freely shared. We learn from our partners and adapt to their changing needs while remaining true to our roots and shared expertise.
Jupiter Today
Today, Jupiter offers a range of actively managed strategies to clients around the world including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index and has assets under management of £51.3bn /$64.8bn /€60.5bn as at 30th June 2024.
Independence of thought and individual accountability define us. Our portfolio managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.
Embracing our role as responsible stewards of our clients’ capital
We believe that asset managers have a critical leadership role to play in helping to resolve some of the greatest challenges facing the world. In this spirit, we are proud of our long-established credentials in the fields of ESG and sustainable investment, and of our ongoing commitment to specialism and innovation in these areas. Jupiter is a constituent member of the FTSE4Good Index, and a signatory on several key initiatives such as the UN Principles for Responsible Investment.
We are a global firm. As such, Jupiter’s values and responsible business practices are aligned with the principles of the UN Global Compact and with headquarters in London, UK, we are aligned with the 2020 UK Stewardship Code. In 2021, Morningstar recognized Jupiter Asset Management as “Advanced” for its ESG Commitment Level, ranking the firm in the top six among all rated global investment firms.
We are proud of the A+ score for strategy and governance we obtained in the latest assessment of our activities under the Principles for Responsible Investment (PRI). We also maintained our ‘A’ status under the PRI principles for our equities strategies and improved our ranking to an ‘A’ in fixed income. We are a member of the Investor Forum , the UK body which helps facilitate collective engagement with companies, with Jupiter’s Edward Bonham Carter on the Board of Directors. Jupiter Chief Executive Andrew Formica is a board member of the Investment Association and a member of the UK Government’s Asset Management Taskforce, which represents the interests of our industry in key decision-making forums.
ESG
Our approach to ESG is focused on investing our clients’ assets responsibly to enhance returns.
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.