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Jupiter launches thematic systematic fund range

29 January 2024

The five new funds will target disruptive tech, healthcare innovation, and other major global shifts.

By Matthew Cook,

Reporter, Trustnet

Jupiter Asset Management has launched five new thematic funds, aiming to capitalise on long-term growth driven by transformative megatrends such as healthcare, technological innovation and demographics.

The new funds are Jupiter Systematic Disruptive Technology, Jupiter Systematic Consumer Trends, Jupiter Systematic Healthcare Innovation, Jupiter Systematic Demographic Opportunities and Jupiter Systematic Physical World.

All will be Article 8 compliant, which means they will only invest in companies that adhere to environmental, social and governance (ESG) practices.

Amadeo Alentorn, head of systemic equities at Jupiter, will lead the team, which will use the firm’s “proprietary active-systematic process”. His team have on average 11 years working with the investment approach and will be supported by the firm’s data science team.

“While we are fund managers, we are also computer programmers and have developed over many years our own sophisticated software to swiftly and continuously analyse large amounts of data on a broad universe of stocks. This increases diversification and can help to stabilise returns,” he said.

The manager has been at Jupiter since 2005 and currently co-runs the Jupiter Merian range, including the £1.8bn North American Equity fund and £1.5bn Global Equity Absolute Return strategy, which he has been in charge of since 2008 and 2009 respectively.

Six of the eight funds he manages have been above-average performers in their respective Investment Association sectors over 10 years.

The exceptions are Jupiter Merian Global Equity Absolute Return fund – where sector comparisons are not recommended due to the broad nature of the funds in the peer group – and Jupiter Merian Global Equity Income, which does not have a long enough track record. The latter, however has beaten its average peer over five years.

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