The Jupiter Global Sustainable Equities strategy 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 Strategy Annual Impact Report 2020
We embed Environmental, Social and Governance (ESG) factors at the very core of the strategy’s investment process. We understand that a sustainable strategy 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 strategy 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 strategy with economic stability at its heart
The strategy 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.
An unconstrained and bespoke approach to sustainable investing
What the Jupiter Global Sustainable Equities Strategy is, and what it isn’t
The strategy seeks the best risk-adjusted returns for clients. It is not an impact-only strategy.
ESG and sustainability are core to the strategy’s philosophy. It is not a tick box ESG strategy.
The strategy’s investible universe includes c.10,000 companies. It is not a thematically restricted strategy.
Active management supports positive outcomes. The strategy is not passive or benchmark-hugging.
The strategy 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
Important Information
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.
Jupiter Global Sustainable Equities Strategy 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
A significant proportion of 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 strategy is well resourced, with two dedicated analysts, Freddie Woolfe and Kristian Herrington, 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 Stewardship 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.
Literature
Click the button below to download all literature of Jupiter Global Sustainable Equities Strategy.
Important information
This document is intended for investment professionals and is not for the use or benefit of other persons, including retail investors. This document is for informational purposes only and is not investment advice. 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. Past performance is no guide to the future. The views expressed are those of the Fund Manager(s) at the time of writing, are not necessarily those of Jupiter as a whole and may be subject to change. This is particularly true during periods of rapidly changing market circumstances. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given. Holding examples are not a recommendation to buy or sell. Quoted yields are not a guide or guarantee for the expected level of distributions to be received. The yield may fluctuate significantly during times of extreme market and economic volatility. Issued by Jupiter Unit Trust Managers Limited (JUTM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ which is authorised and regulated by the Financial Conduct Authority. No part of this document may be reproduced in any manner without the prior permission of JUTM. 28032