Jupiter Asset Management has launched five Article 8 systematic thematic funds focusing on “transformative, and often disruptive, megatrends to capture long-term capital growth”.
The new range comprises Jupiter Systematic Disruptive Technology Fund, Jupiter Systematic Consumer Trends Fund, Jupiter Systematic Healthcare Innovation Fund, Jupiter Systematic Demographic Opportunities Fund and Jupiter Systematic Physical World Fund.
Article 8 funds are defined by the EU’s Sustainable Finance Disclosure Regulation as “a fund which promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices”.
Amadeo Alentorn, head of systematic equities at Jupiter Asset Management, leads the systematic equities team managing the fund, shared the firm. The broader team, with an average of 11 years together, is backed by Jupiter’s in-house data science team and external experts.
Alentorn said: “There have been strong inflows into thematic investing in the last decade. Additionally, asset managers have sought to differentiate themselves by increasingly narrow specialisation, which has led to more volatile returns.
While we are fund managers, we are also computer programmers and have developed our 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.”
Calling the launch a “strategic priority”, Kiran Nandra, head of equities at Jupiter Asset Management, added: “The strategies also have a flexible investment style, which means they can balance exposure to value and growth by prevailing market conditions. They will include cyclical and defensive components and seek active alpha opportunities over the economic cycle.”
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