How to invest

Find out how to invest Jupiter's funds.

Platforms are able to aggregate large numbers of clients across different investment managers, sometimes offering lower minimum investment amounts and lower fund charges as a result. You can compare the cost of a selection of different platforms at https://www.comparefundplatforms.com/*.

* We are not responsible for any information published on this website. References to this website and companies (who are independent of us) are examples and are not a recommendation or an endorsement by us.

 

Directly with us

Jupiter's fund categories

CategoryFundInvestment vehicle
Bond fundsJupiter Corporate Bond FundUnit Trust
Jupiter Strategic Bond FundUnit Trust
Jupiter Global Macro Bond FundOEIC
Jupiter Monthly Income Bond FundOEIC
Emerging market equity fundsJupiter China FundUnit Trust
Jupiter Global Emerging Markets FundUnit Trust
Jupiter India FundUnit Trust
Environmental and responsible funds Jupiter Ecology FundUnit Trust
Jupiter Global Leaders FundUnit Trust
Jupiter Responsible Income FundUnit Trust
Jupiter Green Investment Trust PLCInvestment Trust
European equity fundsJupiter European FundUnit Trust
Jupiter European Smaller Companies FundUnit Trust
Jupiter European Special Situations FundUnit Trust
International equity fundsJupiter Asian Income FundUnit Trust
Jupiter Financial Opportunities FundUnit Trust
Jupiter Fund of Investment TrustsUnit Trust
Jupiter Global Financial Innovation FundUnit Trust
Jupiter Global Value Equity FundUnit Trust
Jupiter Japan Income FundUnit Trust
Jupiter Merian Asia Pacific FundOEIC
Jupiter Merian Global Equity FundOEIC
Jupiter Merian North American Equity FundOEIC
Multi-manager fundsJupiter Merlin Worldwide PortfolioUnit Trust
Jupiter Merlin Growth PortfolioUnit Trust
Jupiter Merlin Balanced PortfolioUnit Trust
Jupiter Merlin Income and Growth Select Unit Trust
Jupiter Merlin Income PortfolioUnit Trust
Jupiter Merlin Moderate SelectUnit Trust
Jupiter Merlin Monthly Income Select Unit Trust
Jupiter Merlin Conservative SelectUnit Trust
Specialist strategiesJupiter Monthly Alternative Income FundUnit Trust
UK equity fundsJupiter UK Alpha FundOEIC
Jupiter UK Dynamic Equity FundOEIC
Jupiter UK Growth FundUnit Trust
Jupiter UK Income FundUnit Trust
Jupiter UK Mid Cap FundOEIC
Jupiter UK Multi Cap Income FundOEIC
Jupiter UK Smaller Companies FundOEIC
Rights and Issues Investment Trust PLCInvestment Trust

 

Click here for details of the investment methods available for the different products.

We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice. If you do not have a financial adviser, you can search for one at www.thepfs.org/yourmoney/find-an-adviser/ or www.unbiased.co.uk. *

  • Using our online portal, ‘My Account’ (if you have an existing investment).
  • In writing by completing an application form (unit trust/OEIC) if you don’t have an existing unit trust, or a top up form if you already have a unit trust investment. You will need to send us a cheque made payable to Jupiter Unit Trust Managers Limited or complete the Direct Debit section of the application form if you want to pay monthly.
  • Over the telephone by calling 0800 561 4000 between 9am and 5:30pm
  • By faxing your application form to 0800 561 4001. (only available to existing unit trust clients)

You will need to confirm you have read the relevant Key Investor Information Document(s) (KIIDs) for the fund(s) and share class you are investing into, the Supplementary Information Document (SID) and Terms & Conditions before you invest. 

Further details about how to invest can be found here UT general investment information.

(all unit trust funds are available within the ISA)
  • Using our online portal, ‘My Account’ (if you have an existing investment).
  • In writing by completing an application form (2024/2025 ISA) if you haven’t invested in the current tax year, or a top up form if you already have a current year ISA (top up).  You will need to send us a cheque made payable to Jupiter Unit Trust Managers Limited or complete the Direct Debit section of the application form if you want to pay monthly.
  • Over the telephone by calling 0800 561 4000 between 9am and 5:30pm
  • By faxing your application form to 0800 561 4001. (only available to existing unit trust clients)

You will need to confirm you have read the relevant Key Investor Information Document(s) (KIIDs) for the fund(s) and share class you are investing into, the Supplementary Information Document (SID) and Terms & Conditions before you invest. 

Further details about how to invest can be found here UT general investment information.

OEICs are only available to existing OEIC investors. You can top up your existing OEIC fund:

  • In writing by completing a top up application form (top up)
  • Over the telephone by calling 0800 561 4000
  • By faxing your application form to 0800 561 4001

You will need to confirm you have read the Key Investor Information Document(s) (KIIDs) for the fund(s) and share class you are investing into, the Supplementary Information Document (SID) and Terms & Conditions before you invest.