JUPITER ORIGIN GLOBAL SML COMP ETF GBX
| Issuer: HANetf |
| Asset Class: Equity |
| TER: 59bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 10 Dec 2025 |
| Ticker: JOGS |
| ISIN: IE000AN3AFZ1 |
This actively managed fund offers exposure to global smaller companies, seeking to deliver long-term capital growth. The strategy is centered on the 'Origin' investment philosophy, which focuses on identifying high-quality businesses that possess dominant positions in niche markets, have clear pathways to sustainable growth, and generate strong returns on invested capital. The investment team believes that the smaller companies segment of the market is less efficient and often under-researched, presenting significant opportunities for skilled stock-pickers to uncover undervalued enterprises with compelling growth prospects before they are widely recognized by the broader market.
The investment process employs rigorous, bottom-up fundamental analysis to construct a concentrated portfolio, typically comprising 30-50 of the team's highest-conviction ideas. This focused approach ensures that performance is driven by deliberate stock selection rather than broad market movements. The portfolio is geographically diversified, with holdings selected from a global universe based on individual company merits, such as durable competitive advantages and strong management teams, rather than top-down macroeconomic views. The goal is to build a collection of resilient and innovative companies poised for long-term expansion.
This product is designed for investors seeking to diversify their equity allocation beyond traditional large-cap stocks and capture the unique growth potential inherent in the small-cap asset class. By providing access to a professionally managed portfolio of global smaller companies, it offers a vehicle to invest in the dynamic and often disruptive businesses that can become the market leaders of tomorrow. The fund is suitable for those with a long-term investment horizon who are comfortable with the higher volatility typically associated with smaller company investments.
