5 Year Performer: Jupiter's Laurie Petar

clock

Laurie Petar says he blends experience of the industry, a core holding of 10 trusts and backing people he knows well and 'who are cleverer than me', to outperform the markets

Laurie Petar has been managing the Jupiter Fund of Investment trusts for ten years, but has known many of the trusts he deals with for much longer due to his former life as a broker. Before joining Jupiter in 1999 Petar worked at UBS and HSBC broking investment trusts and running a broking team. He has followed many of his holdings since they were launched. The Jupiter Fund of Investment Trusts, which has grown 20.6pc over five years compared to a sector rise of 11.8pc, has a fairly low turnover as Petar likes to hold on to his top ten trusts, which form around 40pc of the portfolio, an...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Women in Financial Advice Awards 2026: Nominations close today!

Women in Financial Advice Awards 2026: Nominations close today!

Awards to be held at Hilton Bankside in London

Professional Adviser
clock 08 May 2026 • 1 min read
'Quality is the golden thread' – why Benchmark won Best Advice Network

'Quality is the golden thread' – why Benchmark won Best Advice Network

PA Awards 2026 winner shares secrets to success

Professional Adviser
clock 29 April 2026 • 3 min read
Editor's message: When new beginnings come together

Editor's message: When new beginnings come together

Professional Adviser will be back on Tuesday

Jen Frost
clock 02 April 2026 • 1 min read