Jupiter Global Ecology Diversified
Investing for sustainable environmental impact and financial return
Jupiter’s Global Ecology Diversified fund offer investors the opportunity to align their investment goals with a desire for positive environmental change and a more sustainable global economy. The increasingly pivotal role that sustainability issues play in global development generates multi-decade opportunities for investors in companies providing solutions to associated long-term challenges.

Winner of Mainstreet Partners’ ‘ESG Champions’ award as best ESG Multi-Asset fund
Jupiter’s heritage in environment investing goes back more than 30 years ago, when we launched one of the first authorised green unit trusts in 1988, just one year after the term ‘sustainable development’ was first coined. Today we provide investors with a way to access companies offering long-term solutions to a range of global environmental and sustainable development challenges, including climate change, pollution prevention, and the sustainable use and protection of water and natural ecosystems.
The Jupiter Global Ecology Diversified fund aims to generate long term capital growth and income by investing in a mixture of shares and bonds belonging to companies which stand to benefit from the transition to a sustainable economy. Managed by Rhys Petheram and Jon Wallace, the fund offers investors exposure to long term sustainable growth trends in a portfolio that combines the two key asset classes of shares and bonds. The split between these is flexible, although the managers generally seek to hold around 60% in bonds and 40% in shares. Rhys and Jon combine bottom up fundamental company research and thematic environmental and sustainability analysis, alongside macro-economic considerations. This integrated approach plays a key role in their investment strategy and allows the team to deliver one unified and consistent portfolio.
Transitioning to a sustainable economy
1 https://sustainabledevelopment.un.org/post2015/transformingourworld
A mixed-asset fund focusing on environmental solutions
The Jupiter Global Ecology Diversified fund invests in companies whose growth is driven by structural rather than cyclical drivers which leads to a low portfolio turnover. The team is careful not to overpay for high growth companies, and so the fund tends to have a balance of ‘value’ and ‘growth’ through market cycles.
Alongside its equity exposure, the Jupiter Global Ecology Diversified fund incorporates the best opportunities from not only ‘labelled’ but also ‘unlabelled’ green bonds. Great attention is paid to due diligence to ensure that the debt is being raised for projects that have a material impact in contributing to environmental and sustainability progress. This gives investors access to a more diverse and mature total universe without compromising on the integrity of the environmental and sustainability philosophy.
Aligning portfolios with sustainable outcomes
In addition to corporate analysis, Rhys is also increasingly engaging with sovereign green bond issuers driven by climate commitments and packages such as the European Green Deal. However, governments differ – some are explicitly engaged in human rights abuses. Our in-house framework is unique and specifically developed to apply our sustainability principles in an attempt to manage these risks.
To read how the Jupiter Global Ecology Diversified strategy has applied a framework that goes beyond basic risk assessment to consider the actual social and environmental outcomes of sovereign green bonds please click here.
Seven sustainable solutions themes
The Jupiter Global Ecology Diversified fund gains access to companies offering sustainable solutions in one or more of seven key themes, each of which the team see as a multi-decade driver of growth. These are: Circular Economy; Clean Energy; Water; Mobility; Energy Efficiency; Sustainable Agriculture; Nutrition and Health; and Environmental Services.
Jupiter Global Ecology Diversified:
Invest in diverse sustinable solutions
Our Approach– A Focus on Sustainable Solutions
- Philosophy: The increasingly pivotal role that sustainability issues play in global development generates multi-decade opportunities for organisations providing solutions to the associated long-term challenges
- Approach: Investment in themes or assets specifically related to sustainability – for example clean energy, green technology or circular economy
- Portfolio construction: Around 50-80 bond issuers and 40-70 equity issuers. Individual holdings typically will be 0.25%-1% in high yield bonds, 0.5% – 2% in equities and investment grade corporate bonds and 3%-5% in supranational bonds (promoting economic development)
- Investment Horizon: bond and equity positions typically taken with a five year outlook, incorporating a multi-year impact perspective
- Experience: The team draws on longstanding experience to take an active, forward-thinking and dynamic approach to a rapidly changing landscape for sustainable solution themes. The team is dedicated to the Environmental Solutions strategy and brings its core principles of intentionality, authenticity and impactfulness to each investment opportunity
Important Information
The Prospectus and Key Investor Information Document (KIID) are available in English and other languages required by the local applicable law free of charge in the document library. A summary of investor rights in English can be found here or in the document library. The Management Company may terminate marketing arrangements.
Meet the team
Jupiter Global Ecology Diversified
Literature
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