About Jupiter

Funds

Funds

Investors can move their investments between funds at no cost. All of the UCITS-funds can only own securities fully guaranteed by the Icelandic government. Júpíter‘s fund are all subject to active management. Indexation ratio and average duration are actively managed to keep return of the funds steady.
 

Ríkisskuldabréfasjóður
Description: Invests in Icelandic government bonds and government bond related instruments. The bond investments can be inflation indexed.
Portfolio average duration: Active Management.
UCITS
 

Ríkisverðbréfasjóður – stuttur
Description: Invests in Icelandic government bonds and government bond related instruments. The bond investments can be inflation indexed.
Portfolio average duration: 0-4 years.
UCITS
 

Ríkisverðbréfasjóður – meðallangur
Description: Invests in Icelandic government bonds and government bond related instruments. The bond investments can be inflation indexed.
Portfolio average duration: 4-7 years.
UCITS
 

Ríkisverðbréfasjóður – langur
Description: Invests in Icelandic government bonds and government bond related instruments. The bond investments can be inflation indexed.
Portfolio average duration: 7+ years.
UCITS
 

Júpíter – Innlend hlutabréf
Description: Invests in Icelandic equity and equity related instruments.
Non-UCITS
 

Júpíter – Lausafjársjóður
Description: Liquidity fund, invests in deposits at Icelandic financial intitutions.
Portfolio average duration: 0-1 years.
Non-UCITS
 

Fagfjárfestasjóðurinn LEV-GB
Description: Uses leverage to invests in interest rate derivatives and government bonds.
Closed fund
 

Fagfjárfestasjóðurinn LEV-EQ
Description: Uses leverage to invests in icelandic equities.
Closed fund