Best Jupiter Funds UK – Invest with Zero Fees

With more than 35 years in the industry, Jupiter Fund Management is one of the largest investment management firms in the UK. The firm focuses on providing investors with a variety of bond and equity mutual funds, encompassing all regions of the globe and a diverse set of investing strategies.

In this article, we’ll review the 10 best Jupiter funds UK for 2021.

Best Jupiter Funds UK List

Looking for the best Jupiter funds in the UK for 2021? Here are our top 10 picks, you can see a more in-depth review of each further down the page:

1. Jupiter European Fund – Overall Best Jupiter Fund UK – Invest Now
2. Jupiter Asian Fund – Best Jupiter Fund UK for Asian Exposure – Invest Now
3. Jupiter Ecology Fund – Best Jupiter Fund UK for Ecology Investing – Invest Now
4. Jupiter China Fund – Best Jupiter Fund UK for Investing in China
5. Jupiter Corporate Bond Fund – Best Jupiter Fund UK for Fixed Income Investors
6. Jupiter Distribution Growth Fund –Best Multi Asset Jupiter Fund UK
7. Jupiter Global Sustainable Equities Fund – Best Jupiter Fund UK for ESG Investing
8. Jupiter European Special Situations Fund – Best Jupiter Fund UK for Diversification
9. Jupiter Emerging European Opportunities Fund – Best Jupiter Fund UK for European Emerging Market
10. Jupiter Global Emerging Markets Fund – Best Jupiter Fund UK for Global Emerging Markets

Best Jupiter Fund to Invest in Reviewed

With so many Jupiter funds to choose from, it can be hard to decide which mutual fund is right for you. Here, we’ll take an in-depth look at each fund’s investment portfolio, performance, costs, and more.

1. Jupiter European Fund – Overall Best Jupiter Fund UK

First up on our list of the best Jupiter funds in the UK is the Jupiter European Fund. It’s one of the firm’s largest and best investment funds, with £4.2 billion in assets under management. The fund’s objective is to provide a return that is higher than that of its benchmark FTSE World Europe ex UK Index.best Jupiter funds European

Two-thirds of the fund’s portfolio are in the EU, while non-EU European countries and the UK are also represented. The fund is weighted heavily towards technology, financial services, healthcare, industrials, and communication services stocks.

Since 2017, the fund has been able to beat its benchmark in all but one year. It returned 27% last year and has a 1% annual expense ratio. If you’re looking for a long term investment in Europe, this fund is a good candidate.

67% of retail investor accounts lose money when trading CFDs with this provider.

2. Jupiter Asian Income Fund – Best Jupiter Funk UK for Asian Exposure

For investors looking for exposure to Asian markets, the Jupiter Asian Income Fund is worth considering. This isn’t your average Asian stocks fund with names like Alibaba and other major China stocks. It focuses on producing dividends for investors, so it invests primarily in companies like Samsung, China Sands (a casino company), and Taiwan Semiconductor Manufacturing. Notably, the fund also includes some Australian and Japanese stocks – so it’s not entirely an emerging markets fund.best Jupiter fund uk Asia

This focus has helped the Jupiter Asian Income Fund avoid fallout from the US-China trade wars to a greater degree than similar funds. It has a 5-year average annual return of 11.66% and pays out a 12-month yield of 2.88% through quarterly dividends.

67% of retail investor accounts lose money when trading CFDs with this provider.

3. Jupiter Ecology Fund – Best Jupiter Fund UK for Ecology Investing

The Jupiter Ecology Fund was the first authorized green unit trust to be launched in the UK. Investors’ interest in ESG investing is evidenced by the £662.7 million that has poured in since the fund’s inception.

best Jupiter funds uk Ecology

The fund focuses on companies that provide solutions to environmental and social problems. Top holdings include wind power companies like Vestas Wind Systems and water management companies like Itron Inc. Given the shift towards green energy and sustainability, the fund sees these as long-lasting investment opportunities. Investments are spread around the developed world, with 46% of the portfolio based in Europe, 38% in the US, and 10% in Japan.

67% of retail investor accounts lose money when trading CFDs with this provider.

4. Jupiter China Fund – Best Jupiter Fund UK for Investing in China

As the name suggests, this fund focuses on the Chinese stock market. It aims to provide investors with a return that is higher than that of the MSCI China Index. Since it invests in a single emerging market, investors should note that this fund carries more risk than other Jupiter funds.

best Jupiter China Fund

The Jupiter China Fund portfolio is concentrated in technology companies. The top 5 holdings are Baidu, JD.com, Tencent Holdings, NetEase, and Vipshop Holdings, and together they represent around one-third of the fund’s portfolio.

The fund has a 5-year annualized return of 7.8%, which is somewhat lower than the best China ETFs. It carries a 0.99% expense ratio.

67% of retail investor accounts lose money when trading CFDs with this provider.

5. Jupiter Corporate Bond Fund – Best Jupiter Fund UK for Fixed Income Investors

The Jupiter Corporate Bond Fund is the go-to choice for investors who want to invest in bonds, which offer more stability than stocks. The fund invests primarily in BBB-rated corporate bonds, although it does have some bonds that are below investment grade. In addition, although it’s a corporate bond fund, 10% of the portfolio comes from government bonds. Most of the bonds are from the UK and Europe.

best Jupiter Corporate Bond

This fund has provided returns higher than the IA Sterling Corporate Bond benchmark in all but one year since 2015. It has a 5-year average annual return of 5.20% and has kept volatility to a minimum compared to the stock market. The fund has an expense ratio of 1.24% and is worth considering if you want to get into income investments.

67% of retail investor accounts lose money when trading CFDs with this provider.

6. Jupiter Distribution Growth Fund –Best Multi Asset Jupiter Fund UK

This £536.3 million fund uses a blend of equity and bond investments in order to deliver both fixed income and growth. The fund has 40 stock holdings, including UK dividend stocks like AstraZeneca, Diageo, and Unilever. No stock makes up more than 5% of the total portfolio. Around 20% of the portfolio comes from government and corporate bonds.

best Jupiter Distribution Growth Fund

This fund produced an impressive 16.18% gain last year, but it has struggled to perform over the last 5 years. It has an annualized 5-year return of -1.58%, plus a surprisingly high expense ratio of 1.74%. We love the idea behind this fund, which is why it made our list, but it’s worth keeping an eye on its performance going forward if you invest.

67% of retail investor accounts lose money when trading CFDs with this provider.

7. Jupiter Global Sustainable Equities Fund – Best Jupiter Fund UK for ESG Investing

One of the more recent additions to the Jupiter family of funds, this impact investment fund launched in 2018. It invests at least 70% of assets in shares of companies that meet the fund’s environmental, social, and governance (ESG) requirements. Up to 30% of the assets may be invested in other assets, including shares of non-ESG companies, open-ended funds (including funds managed by Jupiter and its associates), and cash.

best Jupiter funds uk Global Sustainable

The annual fee for this fund is on the lower end at 0.71%. It posted a very impressive 19% gain in 2020 and a 29% gain in 2019. Nearly 60% of the portfolio is invested in US stocks, with a focus on the fast-growing tech and financial services industries.

67% of retail investor accounts lose money when trading CFDs with this provider.

8. Jupiter European Special Situations Fund – Best Jupiter Fund UK for Diversification

The Jupiter European Special Situations Fund targets long-term capital growth by investing in companies with good products, a quality management team, and a sustainable long-term growth business model. The best European fund UK uses a fundamental-based, bottom-up investing approach. With close to 40 holdings, it aims to achieve superior diversification within European markets. No individual position has more than 5% weight within the portfolio.

best jupiter funds uk European Special Situation

This unique strategy has worked well for investors. The fund returned 29% last year and has a 5-year average return of 7.5%. The fund has a management fee of 1.74%.

67% of retail investor accounts lose money when trading CFDs with this provider.

9. Jupiter Emerging European Opportunities Fund – Best Jupiter Fund UK for European Emerging Market

This fund focuses on Central and Eastern European equity markets in countries like Russia, the Baltic States, former USSR states, and Turkey. 

best Jupiter funds uk Emerging European

Investors should note that this fund is a high risk investment option. Emerging markets in Eastern Europe have less liquid and more volatile markets than those in Western Europe. Also, the fund’s managers make aggressive bets on Russian stocks (the top 5 holdings are Gazprom, Lukoil, Norilsk Nickel, Sberbank, and Novatek). In many ways, this fund resembles a Russia ETF.

This aggression has paid off recently. The fund gained 13.70% last year and 14% in the last 6 months alone.

67% of retail investor accounts lose money when trading CFDs with this provider.

10. Jupiter Global Emerging Markets Fund – Best Jupiter Fund UK for Global Emerging Market

Small but powerful might be the best way to describe this fund. It only has £44.6 million in assets under management, but it’s produced a 5-year average annual return of 12.36% and a whopping 54% gain in the last year.

best Jupiter fund uk Global Emerging Markets

The fund relies heavily on technology, financial services, and consumer cyclical in emerging markets. The biggest holdings include companies like Taiwan Semiconductor Manufacturing, Chinese Tencent Holdings and Alibaba, Indian HDFC Bank, Korean Samsung, and Brazilian MercadoLibre. This mix also gives you quite promising diversification, both in geographical and sector terms.

The fund has a 1.74% expense ratio.

67% of retail investor accounts lose money when trading CFDs with this provider.

What are Jupiter Funds?

Jupiter Fund Management is one of the leading UK asset management firms. It has built a group of managed funds with total assets now reaching almost £59 billion. The firm recently acquired Merian Global Investors, which added £17 billion in assets under management.

Jupiter has a highly experienced management and investment team that combines fundamental investing with a bottom-up approach. It invests across fixed income, public equity, and hedging markets on a global scale. Jupiter Asset Management invests most heavily in the services sector, which alone makes up almost a third of its total asset allocations. The firm also invests in the financial, technology, health care, and other sectors.

Why Invest in Jupiter Funds?

You don’t have to be professional and have the skillset yourself to profit from the market and generate returns over time. Investing in actively managed mutual funds or ETFs (exchange-traded funds) is easy and requires little work on your part. You just pay a small fee for the privilege of having experienced professional teams invest your money for you.

Jupiter Fund Management has a wide range of funds covering almost every combination of asset classes, geographical regions, and investing themes. The firm’s funds have comparatively low fees and good risk-adjusted returns over the long term.

Before you decide to invest your hard-earned money in any mutual fund, you should consider factors like the prior performance of the fund, the fund’s composition, and the regions the fund invests in. Jupiter is upfront about its fund’s composition, fees, and management style. which is another plus for this company. 

Best Jupiter Funds Brokers

After you have chosen the best Jupiter fund for your needs, you will need a UK-regulated brokerage firm that allows you to buy into these funds. While there are plenty of stock brokers in the UK, only a few can give you access to Jupiter funds or its stock. We present you with the two best in our opinion below.

1. eToro – Overall Best UK Broker to Buy Best Jupiter Funds

etoro logoeToro is our top recommended broker for investing in Jupiter funds. eToro offers trading on nearly 2,000 shares and 250 ETFs from the UK, US, Europe, and around the world. Plus, you get to choose whether to buy shares outright or trade stock CFDs with leverage up to 5:1.

Another reason to use eToro is that all trades are 100% commission-free, even if you buy shares outright. The broker does charge small inactivity and withdrawal fees, but these are straightforward to avoid.

Jupiter eToro

67% of retail investors lose money when trading CFDs with this provider.

One of the main reasons to use eToro is because they do not charge any commissions when you place a trade. When you place a transaction with a number of other stock brokers, you have to pay 1-3% of your position size in commissions. For example, if you made a £1000 trade with a 1% commission, you’d have to pay £10 in fees, effectively increasing your total spend to £1010. With eToro, you do not have to pay this commission, meaning you can save a lot of money in the long run.

A great thing for beginners especially is that you can invest for as little as $50 (around £36), which allows you to start small and gradually increase your position over time as you gain more experience.

Another amazing feature of this broker is its social trading network which is second to none! Investors can also find good use of its premade portfolio selection feature which groups together top-performing assets within different investing themes.

eToro MarketCopy Portfolios

eToro is regulated by the FCA, ASIC, and CySEC, and you are covered by the FSCS, meaning that you can be perfectly safe and sound as you will be covered up to £85,000.

Pros

  • Wide variety of ETFs to choose from
  • 100% commission-free trading
  • Ability to copy the trades of other users
  • Built-in social trading network
  • FCA and FSCS protection

Cons

  • Foreign exchange charges
  • Not the best option for traders that perform complex technical analysis

67% of retail investors lose money when trading CFDs with this provider.

2. Capital.com – Trade Top Jupiter Funds UK with CFDs

Capital.com is a UK CFD broker that offers trading on more than 3,000 shares and ETFs from the UK, US, and Europe. The platform enables you to trade with leverage up to 5:1 and carries many of our top 10 casino stocks for 2021.

Even better, all trading with Capital.com is 100% commission-free. The broker has some of the lowest spreads we’ve seen for investing in casino stocks and doesn’t charge deposit, withdrawal, or inactivity fees.

This broker stands out for the quality of its technical trading platform. You can apply and customize dozens of technical indicators and drawing tools, plus manage risk with stop-loss and limit orders. Capital.com only supports price alerts on the mobile app, not the desktop platform, but this is only a minor drawback.

Another thing that’s nice about Capital.com is that the broker takes education seriously. Capital.com has a dedicated education app where you can learn about the basics of CFD trading and technical analysis. It also offers video tutorials and guides, plus a paper trading account so you can practice new strategies without risk.

Capital.com is regulated by the Cyprus Securities and Exchange Commission (CySEC) and does not hold an FCA license. Still, all UK accounts are insured under the Financial Services Compensation Scheme. The broker provides exceptional 24/7 customer support by phone, email, and live chat.

Pros:

  • Trade over 3,000 US, UK, and Euro shares
  • 100% commission-free trading with no account fees
  • Resources for trader education
  • 24/7 customer support by phone and chat
  • Regulated by CySEC

Cons:

  • No price alerts on web platform

71.2% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider.

How to Invest in Jupiter Funds on eToro Tutorial

Let’s take a closer look at how you can invest in Jupiter with eToro.

Step 1: Open an Account

Visit eToro’s website and register for an online trading account. Click on the ‘Join Now’ button on eToro’s homepage and via their investment app and submit your name and email.

eToro registration

67% of retail investors lose money when trading CFDs with this provider.

Since eToro is a regulated broker, it requires you to verify your identity when creating an account. Upload a copy of your ID and a proof of address (a utility bill or bank account statement) to complete this step.

Step 2: Deposit Funds

The minimum deposit at eToro is $200. You can pay by UK debit or credit card. You can also pay using an e-wallet like PayPal, Neteller, or Skrill. If you decide to transfer funds from your UK bank account expect to wait a couple of days.

Step 3: Invest in a Jupiter Fund or Stock

Search for the name of the fund you want to invest in and click ‘Trade’ when it appears in the menu. Select how much you want to invest, and click ‘Open Position’ to complete your trade.

Jupiter Euopean eToro

eToro – Buy Best Jupiter Funds UK with 0% Commission

If you want to generate returns from the market and you’re not sure about your own investing skills, consider investing in one of the Best Jupiter Funds UK from our list. As the asset management firm covers basically all possible approaches to investing, there is a Jupiter fund for everyone.

Ready to buy the best Jupiter fund in the UK? Click the link below to get started with eToro today and pay no commission!

67% of retail investor accounts lose money when trading CFDs with this provider.

FAQs

Are Jupiter funds a good investment?

Considering their decent risk-adjusted returns, level of diversification that they provide both in terms of the number of different funds available and the structure of each fund, it can be said that Jupiter does offer a good line of funds for all kinds of investors

What sort of assets do a Jupiter funds invest in?

This asset management firm offers exposure to almost all asset classes as well as different geographical regions and investing themes. The only thing that is not found yet is the cryptocurrency-oriented fund.

How much money do I need to invest in a Jupiter fund?

This depends on who you invest with. If you invest directly with the fund provider, you usually need a larger minimum investment. However, with eToro, you can invest for as little as $50 (around £36).

What fees are associated with Jupiter funds?

Like other fund types, Jupiter Asset Management will charge an annual fee to investors called the 'expense ratio'. This will be displayed as a percentage of your investment and can range from 0.1% to 1.74%. With some brokers, you may also have to pay a commission to open your position – however, eToro operates under a 0% commission structure, meaning you would avoid this commission charge altogether.

Which Jupiter Fund type provides a better return - bonds or equity?

In general, equity funds are significantly better performers in the long run. However, investors should not discard bond funds that easily, as they will provide greater protection in times of market correction and instability.

Ilija Rajakovic

About Ilija Rajakovic PRO INVESTOR

Ilija Rajakovic is a Serbian-based investor and writer. His main focus areas include finance, trading, and macroeconomy. Ilija holds a Master’s Degree in Investment Banking and is pursuing his Ph.D. with a focus on sustainable finance and development. He is actively managing personal investment portfolios and advising private clients. And has run a website which generated actionable stock market ideas and provided insights into global economic landscape in the past. His economic articles have been publshed in highly respected magazines like NIN and Magazin Biznis.

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