Overview
The Jupiter Ecology Fund has been investing since 1988 in companies focused on solving environmental challenges such as climate change and natural capital depletion. These companies help support the transition to a more sustainable world.
Our longstanding philosophy is that as environmental issues become more ever more pivotal to global development, so too do environmental solutions in their marketplaces, providing a potential source of long-term investment returns.
Our longstanding philosophy is that as environmental issues become more ever more pivotal to global development, so too do environmental solutions in their marketplaces, providing a potential source of long-term investment returns.
Investing in solutions to climate change
In this video, Jon Wallace and Noelle Guo talk about environmental challenges, energy and agriculture.
Ecology: the relationship of living things to their environment and each other
The fund follows six environmental themes and is managed by Jon Wallace and Nicole Guo.
Why environmental solutions investing?
Finding solutions
The organisations we invest in seek to 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.
Climate change
Natural capital
Growing opportunity
Why Jupiter Ecology Fund?
Active, specialist, collaborative, long-term horizon.
* Growth investing
An investment style that focuses on companies with the potential to grow their earnings significantly over time. Such companies typically reinvest earnings into the business to fund future expansion.
Value investing
An investment style that focuses on companies that appear to be trading at a significant discount to their intrinsic or book value.
An investment style that focuses on companies with the potential to grow their earnings significantly over time. Such companies typically reinvest earnings into the business to fund future expansion.
Value investing
An investment style that focuses on companies that appear to be trading at a significant discount to their intrinsic or book value.
# Fund Manager limits, not fund limits and may be subject to change.
Fund holdings examples
Theme:
Green Mobility
Example >
Example >
Solution:
Automotive technologies
Aptiv is a global technology company focussing on the solutions needed to make vehicles safer, greener and more connected, such as solutions to accommodate larger battery packs and faster charging for electric
vehicles, while protecting battery performance.
Theme:
Circular Economy
Example >
Example >
Solution:
Sensor-based sorting machines for recycling
Tomra is a Nordic-based global leader in technologies
that enable the Circular Economy such as ‘reverse
vending’ solutions that encourage recycling.
Theme:
Sustainable Agriculture & Land Ecosystems
Example >
Example >
Solution:
Biomaterials
Borregaard enables the substitution of oil-based
chemicals with natural alternatives derived from wood
waste for a wide range of materials.
Theme:
Green Buildings and Industry
Example >
Example >
Solution:
Electrification & automation efficiencies
Schneider Electric’s products and services operate in and at the intersection of energy management and industrial automation. Described as “the world’s largest invisible brand”, Schneider Electric’s products and services help promote the smarter and more efficient use of energy in buildings and industry.
Examples are for illustrative purposes only and are not a recommendation to buy or sell. The views expressed are those of the fund manager at the time of publication and may change in the future. Source: company data as at 01.05.23.