Abbie Llewellyn-Waters (Jupiter Global Leaders strategy) looks at the interconnectedness of health, the environment and society – and the related investment implications.
Jupiter Global Leaders Strategy
Company shares (i.e. equities) risk: The value of investments can go down as well as up as a result of stock market movements and general market conditions. Other influential factors include political, economic news, company earnings and significant corporate events.
Counterparty risk: The risk of losses due to the default of a counterparty e.g. on a derivatives contract or a custodian that is safeguarding the strategy's assets.
Currency (FX) risk: The strategy can be exposed to different currencies and movements in foreign exchange rates can cause the value of investments to fall as well as rise.
Derivative risk: The strategy may use derivatives to reduce costs and/or the overall risk of the strategy (this is also known as Efficient Portfolio Management or "EPM"). Derivatives involve a level of risk, however, for EPM they should not increase the overall riskiness of the strategy.
ESG and sustainability: Investments are selected or excluded on both financial and non-financial criteria. The strategy's performance may differ from the broader market or other strategies that do not utilise ESG/Sustainability criteria when selecting investments.
ESG equity data: The strategy uses data from third parties (which may include providers for research, reports, screenings and/or analysis such as index providers and consultants) and that information or data may be incomplete, inaccurate or inconsistent.
Pricing risk: Price movements in financial assets mean the value of assets can fall as well as rise, with this risk typically amplified in more volatile market conditions
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Important information
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. Any data or views given should not be construed as investment advice. Every effort is made to ensure the accuracy of the information, but no assurance or warranties are given. Past performance is no guide to the future. Company examples are for illustrative purposes only and are not a recommendation to buy or sell. Quoted yields are not guaranteed and may change in the future. Awards and ratings should not be taken as a recommendation. For your security we may record or randomly monitor telephone calls. No part of this presentation may be reproduced in any manner without the prior permission of Jupiter.