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.
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.
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.
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. The Key Investor Information Document, Supplementary Information Document and Scheme Particulars are available from Jupiter from the document library.
Meet the team
Jupiter Global Sustainable Equities Team
The lead manager of the fund is Abbie Llewellyn-Waters. Abbie is Jupiter’s Head of Sustainable Investing; she leads a team that have dedicated their entire investment careers to the structural drivers which underpin the investment opportunity within global sustainable equities. The strategy is well resourced with two highly experienced analysts, Mark Evans and Freddie Woolfe, as well as investment director Claudia Ripley. 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, she has specialised in sustainable investing, with her team has built and designed a rigorous investment framework that embeds all stakeholders into fundamental analysis.
Abbie has won multiple awards and received recognition for her investment performance, her approach to ESG integration and her contribution to address the structural hurdles that women in investment face. She also collaborates on several industry initiatives including as an Ambassador for the Diversity Project and as a member of the 30% Club Investor Group. She has a degree in Classics from University College, London.