Jupiter Asset Management has announced the launch of five systematic thematic funds managed by Jupiter’s Systematic Equities team. The firm writes that the Article 8 range will focus on transformative, and often disruptive, megatrends to capture long-term capital growth.
“We expect these new funds to appeal to clients due to the strength of the investment themes and the team’s proprietary investment process, an active and systematic approach that has been developed and enhanced over more than 19 years.”
The new range comprises:
Jupiter Systematic Disruptive Technology Fund
Jupiter Systematic Consumer Trends Fund
Jupiter Systematic Healthcare Innovation Fund
Jupiter Systematic Demographic Opportunities Fund
Jupiter Systematic Physical World Fund.
The firm writes that the six-strong investment team is led by Amadeo Alentorn, who has been instrumental to the investment approach since inception, having joined the team in 2005. The members of the wider team have worked with each other, and on the investment approach, for an average of 11 years. They will be supported by Jupiter’s eight-strong in-house Data Science team, as well as the firm’s external network of experts and academics.
Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management, says:
“We are excited to bring to market what we believe is a truly differentiated range of systematic thematic funds. 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.
“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, says: “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. 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.
“The systematic equities team are well-placed to manage this unique proposition, given their deep experience and proven expertise at a time when technology is redefining opportunities for investment managers and their clients.”