Jupiter launches range of systematic equity funds

Jupiter Asset Management has launched five Article 8 funds to be managed by its systematic equities team.

The range will include the Systematic Disruptive Technology fund, the Systematic Consumer Trends fund, the Systematic Healthcare Innovation fund, the Systematic Demographic Opportunities fund and the Systematic Physical World fund.

Amadeo Alentorn (pictured), lead of the investment team for the funds, has been with the investment team since 2005, which was first Old Mutual Asset Managers before becoming Merian Global Investors and being taken over by Jupiter in 2020.

“There have been strong inflows into thematic investing in the last decade and asset managers have sought to differentiate themselves by increasingly narrow specialisation, which has led to more volatile returns,” Alentorn said.

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“We do not differentiate our thematic funds through over-specialisation of theme, but through our unique, active and systematic investment process. 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.”

Kiran Nandra, head of equities at Jupiter Asset Management, added: “Launching a range of thematic equities funds is a strategic priority for the firm and the investment themes we have chosen are at the cutting edge of structural change on a global scale.

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“The strategies also have a flexible investment style, which means they can balance exposure to value and growth in accordance with prevailing market conditions. They will include cyclical and defensive components and seek active alpha opportunities over the whole economic cycle.”

In October 2023, Jupiter saw £1bn net outflow for Q3 wrapping up the first year of Matthew Beesley as CEO. Fund manager Ben Whitmore announced he would depart Jupiter this January, creating his own boutique and bringing along Jupiter’s Dermot Murphy and Claudia Ripley.

This article first appeared on ESG Clarity’s sister title Portfolio Adviser.