Leading the transition to a more sustainable world
The Jupiter Global Sustainable Equities fund targets the best risk-adjusted returns for clients by investing in companies that are leading the transition to a more sustainable world. We focus on the highest quality companies that actively balance the needs of three core stakeholders: Planet, People and Profit.
Planet – on which we all depend
It is vital that companies manage the environmental footprint of their operations. We want companies to focus on using their resources efficiently and transitioning to decarbonisation of the global economy.
People – with whom we all co-exist
Companies that invest in their people, providing a supportive and inclusive working environment and contributing positively to society, will be best placed to thrive. We put particular emphasis on equality in the workforce and supply chain.
Profit – that we all require for our savings
Producing resilient profits is crucial for any company’s long-term future in this changing world. We value companies that manage their business for long-term sustainability, not short-term gains.
1 & 2 Source: Jupiter Global Sustainable Equities Fund Annual Impact Report 2020
We embed Environmental, Social and Governance (ESG) factors at the very core of the fund’s investment process. We understand that a sustainable fund goes beyond financial returns, and evidence that authenticity in delivering those broader returns in a proprietary Annual Impact Report, which offers investors transparency about how their savings deliver a more sustainable world.
The fund is Net Zero aligned as well as aligned to the UN Global Compact, the UN Sustainable Development Goals and a 1.5C climate scenario.
What a company sells and how a company behaves matters, particularly to its financial returns. For example, if a company keeps the interests of its key stakeholders at the core of its decision-making, it is more likely to have a productive workforce, strong client retention, and more resilient profitability. If a company proactively manages its impact on the planet by using green energy, using less water, creating less waste, and embedding biodiversity considerations, that is an indication of a long-term approach to its future.
We look to address key societal needs such as gender and social equality, decarbonisation, improving preventative healthcare and broadening access to financial services through analysing how a company behaves and what it sells.
A fund with economic stability at its heart
The fund targets companies that are financially stable, operationally efficient, and have resilient profitability. As the transparency and consistency of broader metrics have improved over the last decade, there is increasing correlation between ESG factors and alpha creation. Our focus is on the ESG factors which we believe are going to have the most material impact to a company’s cash flow.
This is a high conviction, bottom up, unconstrained global equity fund with sustainability and stakeholder assessment at the heart of all stages of the investment process. We do not rely on third parties or ESG ratings. Instead, the investment team’s over four decades of combined experience in sustainable investing is used to deeply analyse companies. This detailed work builds the investment case and drives the fund’s risk-adjusted returns.
What the Jupiter Global Sustainable Equities fund is, and what it isn’t
The fund seeks the best risk-adjusted returns for clients. It is not an impact-only fund.
ESG and sustainability are core to the fund’s philosophy. It is not a tick box ESG fund.
The fund’s investible universe includes c.10,000 companies. It is not a thematically restricted fund.
Active management supports positive outcomes. The fund is not passive or benchmark-hugging.
The fund seeks resilient companies built to survive and prosper over the long-term. It does not chase after short-term growth.
Impact report executive summary
In the summary of our annual Impact Report, we share analysis of the strategy’s impact on Planet, People and Profit. We are seeking to provide savers with tangible insight into how their savings support a transition to a more sustainable world.
Meet the team
Jupiter Global Sustainable Equities Team
The team have dedicated their entire investment careers to the structural drivers which underpin the investment opportunity within global sustainable equities. Led by Abbie Llewellyn-Waters, fund manager and Head of Sustainable Investing, the fund is well resourced, with two dedicated analysts, Freddie Woolfe and Maiken Anderberg, as well as investment director Jenna Zegleman. The team can also draw upon Jupiter’s central expertise, including Jupiter’s in-house Data Science team and Governance and Sustainability Research teams.
Since joining Jupiter Asset Management in 2006, Abbie has specialised in sustainable investing, and with her team has built and designed a rigorous investment framework that embeds all stakeholders into fundamental analysis.
The team have won multiple awards and received recognition for their investment performance, approach to evidence based ESG integration, impact reporting and contribution to addressing the structural hurdles that women in investment face.
The team collaborate on many marketwide initiatives including collaboration with various initiatives at the FRC, IA Sustainability and Responsible Investment Committee, CFA climate related syllabus, 30% Club Investor Group, and the Diversity Project.
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