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Please bear in mind that all investments involve risk and the value of, and any potential income from, your investment may fluctuate and are not guaranteed.
The Company’s portfolio has a bias towards small and medium capitalisation companies. It invests primarily in securities which are quoted, listed or traded on a recognised exchange. However, up to 5 per cent of the Company’s Total Assets (at the time of such investment) may be invested in unlisted securities.
Jupiter Asset Management Limited, as the Company’s Investment Adviser, selects each stock on its individual merits as an investment rather than replicating the relevant company’s weighting within the Company’s benchmark index. The Company’s investment portfolio is therefore unlikely to represent the constituents of its benchmark index, but instead is intended to offer a well diversified investment strategy focused on maximising returns from the prevailing economic background.
The Investment Adviser may enter into contracts for differences in order to gain both long and short exposure for the Company to indices, sectors, baskets of individual securities for both investment purposes and for hedging or efficient portfolio management purposes. The ability to maintain a portfolio of both long and short positions provides the flexibility to hedge against periods of falling markets, to reduce the risk of absolute loss at portfolio level and to reduce the volatility of portfolio returns. The portfolio manager may also invest in single stock, sector and equity index futures and options.
Risk is also mitigated by investing mainly in quoted companies on registered exchanges, ensuring full regulatory compliance for all underlying quoted investments. There are no specific stock and sector size limitations within the portfolio, but the individual portfolio manager is expected to provide sufficient stock, sector and geographic diversification to ensure an appropriate trade-off between risk and return within the portfolio. In order to ensure compliance with this objective there is a two tier monitoring system. First, the individual portfolio manager’s portfolio is assessed monthly by the Jupiter Asset Management Limited Performance Committee, which is headed by the Chief Executive of Jupiter Asset Management Limited. Secondly, the Board is provided with a detailed analysis of stock, sector and geographic exposures at the Trust’s regular Board meetings.
Any material change in the investment policy of the Company described above may only be made with the approval of Shareholders by an ordinary resolution.
Our industry experience and strong track record of investing in the companies of tomorrow has led to us identifying six key investment themes which we believe will address key climate and natural capital solutions in the coming decades:
- Green mobility
- Clean energy
- Green buildings & Industry
- Sustainable agriculture & Land ecosystems
- Circular economy
- Sustainable oceans & Freshwater systems
These themes represent a diverse range of topics which go beyond the traditional subjects associated with environmental investing and cover issues such as biodiversity loss and wider forms of degradation to the natural world. We expect this encouraging trend to continue, providing a healthy stock-picking landscape of companies focussed on environmental solutions.
Annual report & accounts
Half yearly financial report
AGM proxy voting results
Shareholder Information – Frequently Asked Questions
Our share register is managed and administered by Equiniti. They should be able to help you with any questions you may have about your Jupiter Green Investment Trust shares. Please see below the different ways you can get in touch:
Telephone: +44 (0)371 384 2030
Please note that lines are open between 8:30am to 5:30pm (UK time) Monday to Friday (except public holidays in England and Wales).
Post: Equiniti Limited, Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA
You can also contact Equiniti by using the Relay UK website at www.relayuk.bt.com
When contacting Equiniti, please quote your shareholder reference number. This will help them to identify you correctly. You can find this number on your share certificate or other shareholder documents you have been sent by Jupiter Green Investment Trust.
You can also register for a Shareview Portfolio at www.shareview.co.uk, where a range of shareholder information and forms are available online.
In addition, by registering for a Shareview Portfolio you can:
- update your details online including your address and dividend payment instructions;
buy and sell shares easily;
- receive certain shareholder communications electronically;
- send your general meeting voting instructions in advance of shareholder meetings;
- view information about and join the Jupiter Green Investment Trust Dividend Reinvestment Plan (DRIP); and
- access your online statements.
It is free to use, secure, easy to administer.
All other queries relating to Jupiter Green Investment Trust PLC should be addressed to:
The Company Secretary Jupiter Green Investment Trust PLC
The Zig Zag Building,
70 Victoria Street,
Telephone: +44 20 3817 1169
Email: [email protected]
3rd party sources info
Third party sources of information on the Company
JUPITER GREEN INVESTMENT TRUST PLC JGC Stock | London Stock Exchange
FE investegate – Recent Regulatory News Announcements to the London Stock Exchange for Jupiter Green Investment Trust PLC
The Association of Investment Companies
Morningstar – Investment Trusts – Prices, Performance, Education, Research.
How to buy:
Hargreaves Lansdown – Pricing and analysis for Jupiter Green Investment Trust PLC
Interactive Investor – Comment and analysis
These links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.
Dividend reinvestment plan
Shareholders may elect for the company’s registrar, Equiniti Financial Services Limited, to reinvest dividends automatically on their behalf.
Dividend Reinvestment Plan Terms and Conditions and an application form are available through shareview.co.uk/info/drip*, or by calling Equiniti on +44 (0)371 384 2030**.
You can manage your shareholding online via Equiniti’s Shareview Portfolio. It is free to use, secure, and easy to administer, and provides you with the following benefits:
- Elect to receive certain shareholder communications electronically
- Update your UK bank account details
- Send your general meeting voting instructions in advance of shareholder meetings
- Keep your contact details up to date
- Buy and sell shares easily
If you haven’t used this service before, all you need to do is visit Shareview.co.uk and click register. You will need to enter the name of the company and your Shareholder Reference, which will be printed on either your share certificate or communications from Equiniti in order to register.
* Links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.
** Please use the country code when contacting us from outside of the UK, Lines are open 8.30am – 5.30pm Monday to Friday, excluding public holidays in England and Wales
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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.
We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice.
Investment trust companies are traded on the London stock exchange, therefore the ability to buy or sell shares will be dependent on their market price, which may be at a premium or discount to their net asset value.
Jupiter Green Investment Trust PLC
The Jupiter Green Investment Trust can borrow money and use it to invest, known as being ‘geared’. This may increase returns but can also result in sudden and large falls in the value of the shares. In the event it is necessary for the company to repay sums it has borrowed during market declines, this repayment could have a negative effect on future capital growth.
Before making an investment decision, please read the PRIIPS Key Information Document which is available from Jupiter on request and at www.jupiteram.com.
Past performance is no guide to the future.
Company examples are for illustrative purposes only and are not a recommendation to buy or sell.
The Company currently conducts its affairs so that its shares can be recommended by Financial Advisers to ordinary retail investors in accordance with the Financial Conduct Authority’s (FCA) rules in relation to non-mainstream pooled investment products and intends to continue to do so for the foreseeable future. The Company’s shares are excluded from the FCA’s restrictions which apply to non-mainstream pooled investment products because they are shares in an investment trust.
This website provides links to third party websites over which Jupiter has no control. These links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.