ESG statement

Jupiter Asset Management

Jupiter was founded in 1985 with the aspiration of delivering investment performance through active fund management. More than thirty years later, our adherence to the same principle has earned us a reputation as a successful asset manager of equity portfolios, as well as fixed income, multi-asset and absolute return strategies.

Jupiter’s investment approach revolves around one concept: we seek to deliver outperformance over the medium to long term. Alongside an active and unconstrained approach to investment we recognise the importance of environmental, social and governance (ESG) criteria. Acting upon our fiduciary role as a responsible asset manager we encourage our investment experts to be the best possible stewards of clients’ assets. We seek high standards of corporate governance from the companies in which we invest, are signatories to the UN’s Principles of Responsible Investment (PRI) and the UK Stewardship Code. We also have in-house sustainability and stewardship committees, which include the CIO, members of the board and dedicated governance and sustainability specialists.

 

Funds to watch

Name ISIN Domicile Description
Jupiter Ecology Fund GB00B4KLC262 UK
  • The Jupiter Ecology Fund was the first authorised green unit trust to be launched in the UK. It is managed by Charlie Thomas (Head of Strategy, Environment & Sustainability) and his team.
  • Investing globally, the fund focuses on companies that provide solutions to environmental and social problems.
  • Charlie and his team believe that, as the world population continues to grow, there will be ever increasing pressure on natural resources such as water, land and energy, and that this should create significant and long-lasting investment opportunities.

Fund specific risk
The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state.

Jupiter Global Ecology Growth fund (SICAV) LU0994733391 Lux
  • The Jupiter Global Ecology Growth fund invests globally and focuses on companies that provide solutions to environmental and social problems.
  • The fund is managed by Charlie Thomas (Head of Strategy, Environment & Sustainability) and his team.
  • The team believes that, as the world population continues to grow, there will be ever increasing pressure on natural resources such as water, land and energy, and that this should create significant and long-lasting investment opportunities.

Fund specific risk
The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state.

Jupiter Global Ecology Diversified fund (SICAV) LU1388737816 Lux
  • The Jupiter Global Ecology Diversified fund offers exposure to a mixture of shares and bonds of companies that provide solutions to environmental and social challenges.
  • Managed using an integrated approach between specialist fund managers, the team seek to deliver both capital growth and income while carefully managing risk.
  • The fund is managed by Charlie Thomas and Rhys Petheram, bringing together the expertise of Jupiter’s Environment & Sustainability and Fixed Income teams.

Fund specific risk
A proportion of the fund is invested in high yield bonds, and can also invest in non-rated bonds. These bonds may offer a higher income but carry a greater risk of default, particularly in volatile markets. The yield is not guaranteed and monthly income payments may fluctuate. All of the fund’s expenses are charged to capital, which can reduce the potential for capital growth. The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state.