Updated
Updated · QuotedData · Aug 17
Jupiter Asset Management Files 2 Active Equity ETFs as Investors Shun High-Valuation US Tech
Updated
Updated · QuotedData · Aug 17

Jupiter Asset Management Files 2 Active Equity ETFs as Investors Shun High-Valuation US Tech

1 articles · Updated · QuotedData · Aug 17

Summary

  • Jupiter Asset Management has filed in Ireland to launch two UCITS active equity ETFs for its Origin arm—one focused on emerging markets and one on global equities excluding the US.
  • The ex-US product targets rising investor unease over the tech-led US market's rich valuations, while the emerging-markets ETF appears set to mirror Jupiter's £57.5 million Origin Global Emerging Markets Fund.
  • HANetf will white-label the launches, which would become Jupiter's second and third equity ETFs after the Jupiter Origin Global Smaller Companies Active UCITS ETF introduced in November 2025.
  • Jupiter has been building its active ETF business since buying London-based Origin in 2024; its smaller-companies equity ETF and GOVE bond ETF have each gathered about £15 million.

Insights

Can Jupiter overcome Europe's structural platform frictions to transform its boutique Origin acquisition into a dominant active ETF powerhouse?
With US tech stocks dominating, is Jupiter's pivot to ex-US and emerging market active ETFs a brilliant hedge or a costly missed opportunity?
Are investors fleeing to ex-US active ETFs for genuine strategic value, or is this simply a psychological reaction to fearing a tech bubble?