Jupiter Global Ecology Bond
The Jupiter Global Ecology Bond strategy invests in fixed income securities issued by companies that focus on making a positive impact toward environmental and sustainable objectives. The strategy follows six environmental themes and is managed by Rhys Petheram and the experienced and well-resourced Environmental Solutions team.
Finding solutions
The organisations we invest in address the profound challenges of climate change and natural capital depletion. The economy is embedded in the biosphere and our biosphere is facing severe degradation.
1 Source: IPCC Special Reports 2018 Summary for Policymakers
2 Source: UN
Growth Opportunity
The organisations we invest in address the profound challenges of climate change and natural capital depletion. The economy is embedded in the biosphere and our biosphere is facing severe degradation.
The scale of change required to reverse climate change is creating significant investment opportunities in environmental solutions companies, which provide critical products and services to help businesses achieve sustainability targets. These solutions are likely to spread widely to as-yet unpenetrated sectors.
- Companies: Around 20% of Forbes Global 2000 companies, generating sales of $14 trillion, have committed to net zero carbon emission targets. The most sophisticated of these commitments – Scope 3 – covers suppliers, end users and product disposal
- Countries: National net zero pledges cover 68% of global GDP, 56% of global population and include US, China, UK, EU and Japan
Source: Black, R., Cullen, K., Fay, B., Hale, T., Lang, J., Mahmood, S., Smith, S.M. (2021). Taking Stock: A global assessment of net zero targets, Energy & Climate Intelligence Unit and Oxford Net Zero. Note: Scope 1 emissions are direct greenhouse (GHG) emissions from sources controlled or owned by a company. Scope 2 are indirect GHG emissions associated with the purchase of electricity, heat or cooling. Scope 3 are all indirect emissions not included in Scope 2 that occur in the value chain, including upstream supply and logistics, and downstream activities such as the use and disposal of sold products.
Ecology: The study of the relationship between living things and their environment
Why Jupiter Global Ecology Bond strategy?
The strategy takes an active approach to fixed income underpinned by a capital preservation focus combined with value principles which can drive long-term performance.
Active: Active ownership culture, research-driven with a rigorous labelled bond verification process and close interaction with the Jupiter fixed income desk
Focused: Specialist exposure to six environmental themes, dedicated thematic investment experts
Long term: Track record in investing in environmental solutions fixed income to drive alpha generation and long-term performance. Well established and resourced fixed income team
Strategy structure
- 60-100 global corporate bond issuers, all investments analysed using ESG considerations
Sustainable investment objective - Flexibility to invest in both labelled bonds (green, sustainability, social, or sustainability-linked/sustainability awareness bonds) and conventional bonds assessed using sustainability criteria
- Investing across the credit rating spectrum; average rating investment grade
- Performance reporting benchmark: ICE BofA Global Corporate Index (EUR Hedged)
- EUR denominated
Fund specific risks
The value of income payments will fluctuate. For some share classes expenses are charged to capital, which reduces the potential for capital growth. The strategy is dependent upon ESG information and data from third parties (which may include providers for research, reports, screenings, ratings and/ or analysis such as Index providers and consultants) and that information or data may be incomplete, inaccurate or inconsistent. The Prospectus is available from Jupiter on request. This strategy can invest more than 35% of its value in securities issued or guaranteed by an EEA state.
The Prospectus is 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
The Environmental Solutions team
Experienced and well-resourced, dedicated thematic specialists
More than 50 years of combined experience, supported by the additional resources and expertise of Jupiter’s Fixed Income, Equities, Global Sustainable Equities, Stewardship and Data Science teams.
