Jupiter Asset Management Series PLC - Jupiter Systematic Physical World Fund F EUR Acc

The Jupiter Systematic Physical World Fund aims for long-term capital growth by actively investing over 70% in global company shares across various sizes and industries, particularly those involved in tangible products and services. The portfolio is typically concentrated in the industrials, materials, energy, and utilities sectors, mainly within the United States, while up to 30% is allocated to companies in emerging markets. The fund employs systematic analysis based on factors like valuation, balance sheet quality, and growth potential, and uses derivatives to help manage costs and risks, striving to outperform a key MSCI index over rolling three-year periods.