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