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The Jupiter Global Sustainable Equities Fund invests 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 groups: 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
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.
- The fund seeks the best risk-adjusted returns for clients and is not focused on impact at the expense of returns.
- An authentic dedication to ESG and sustainability is at the heart the fund’s investment process, rather than simply paying lip-service to their importance.
- 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.
About the ‘climate stripes’: The climate warming stripes graphic depicts annual mean global temperatures (1850-2018, from World Meteorological Organization data), said to have been produced for the World Meteorological Organisation (WMO) provisional State of the Climate report. The use of the graphic represents Jupiter’s firm-wide, public commitment to playing its part in actively addressing one of the greatest challenges facing our planet. Source/credit: Climate scientist Ed Hawkins, University of Reading, UK. Data values are visualised using colour rather than locations of points on a graph. Horizontal scale is time, from 1850 (left) to 2018 (right). Data is global (not for a locality). Use of the graphic does not imply endorsement of any product or service by its creator. Graphic used under licence: Creative Commons — Attribution-ShareAlike 4.0 International — CC BY-SA 4.0
Jupiter Global Sustainable Equities Fund risks
• The Key Investor Information Document, Supplementary Information Document and Scheme Particulars are available from Jupiter on request.
• 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.
Meet the team
Jupiter Global Sustainable Equities Team
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.