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Jupiter Asset Management – Strategic Total Return Fund

Jupiter Asset Management – Strategic Total Return Fund

Type: Sicav

Aim: Growth by investing globally in equities, bonds, convertible bonds, currencies, money market securities and cash, taking long positions and short positions through derivatives

Minimum investment: Lump sum £1,000, $1,000, euro 1,000

Investment split: 100% in equities, bonds, convertible bonds, currencies, money market securities, cash and derivatives

Place of registration: Luxemburg

Charges: Initial 5%, annual 1.25%, performance fee 10%

Commission: Initial up to 5%, renewal 0.5%

Tel: 020 7412 0703



FSSC restructures to become charity

The Financial Services Skills Council is restructuring to bec-ome a charity and will rebrand as the Financial Skills Partnership in January.Chief executive Liz Field says the rebrand reflects the council’s new focus and the range of employers it represents. She says: “The change of name reflects the change in culture in the organisation.We are the […]

David Hesketh

By the numbers

I have always liked numbers and money and when I finished university I thought PwC would offer a chance to learn how businesses are run differently from a numbers point of view. It also offered a chance to obtain another qualification, to get the ACA three years in, so it seemed the obvious thing to […]


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Darius McDermott

Swip tops the dirty dozen

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Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]


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