Jupiter Green Investment Trust PLC
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Jupiter Green Investment Trust PLC AGM update
Chairman Michael Naylor and Portfolio Manager Jon Wallace provide an update for Shareholders on the Jupiter Green Investment Trust PLC.
Please click here to attend the virtual AGM.
AGM
In light of the fact that we are holding an open meeting but recognise some shareholders might be reluctant to travel in this environment, we are pleased to be able to provide a facility for shareholders to follow the AGM remotely and submit questions to the board on the business of the meeting.
How to join the virtual meeting
You will need to visit https://webcast.openbriefing.com/jupiter-agm21/ using your smartphone, tablet or computer. You will then be prompted to enter your unique 11 digit Investor Code (IVC) including any leading zeros and ‘PIN’. Your PIN is the last 4 digits of your IVC. This will authenticate you as a shareholder.
Your IVC can be found on your share certificate, or Signal Shares users (www.signalshares.com) will find this under ‘Manage your account’ when logged in to the Signal Shares portal. You can also obtain this by contacting Link, our Registrar, by calling +44 (0) 371 277 1020*
Access to the AGM will be available from 30 mins before start of event although you will not be able to submit questions until the meeting is declared open.
If you wish to appoint a proxy other than the Chair of the meeting and for them to attend the virtual meeting on your behalf, please submit your proxy appointment in the usual way before contacting Link Group on +44 (0) 371 277 1020* in order to obtain their IVC and PIN. It is suggested that you do this as soon as possible and at least 48 hours (excluding non-business days) before the meeting.
If your shares are held within a nominee and you wish to attend the electronic meeting, you will need to contact your nominee as soon as possible. Your nominee will need to present a corporate letter of representation to Link Group, our registrar, as soon as possible and at least 72 hours (excluding non-business days) before the meeting, in order that they can obtain for you your unique IVC and PIN to enable you to attend the electronic meeting.
*Lines are open from 9.00 a.m. to 5.30 p.m. Monday to Friday, calls are charged at the standard geographic rate and will vary by provider. Calls outside the UK will be charged at the applicable international rate.
Overview
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 approach to sustainable solutions investing focuses on seven themes:
- Circular economy – solutions for sustainable materials and resource stewardship
- Clean energy – generation, storage and distribution
- Water – conservation and management
- Mobility – technologies and services for sustainable movement
- Energy efficiency – enabling a low carbon transition
- Sustainable agriculture, nutrition and health – solutions protecting natural resources and well-being
- Environmental services – pollution control, testing and impact management
The longstanding experience of the team shows that companies focused on solutions in these themes typically fall into one of three ‘lifecycle’ stages:
- Innovators – typically smaller and nascent companies with new and disruptive solutions that have high potential sales growth but are yet to gain mass market traction
- Accelerators – mid and large-cap companies that are delivering on their sales growth potential with accelerating market traction of already proven and scalable products and services.
- Established Leaders -typically larger companies with longstanding products and services in their market, lower levels of sales growth, but a greater potential to return capital to shareholders through dividends.”
Key literature
Performance report
Announcements
3rd party sources info
Third party sources of information on the Company
Research:
Investment Trust Intelligence – Investment Research
Data:
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 installment plan
Dividend Reinvestment Plan
Shareholders may elect for the company’s registrar, Link Asset Services, to reinvest dividends automatically on their behalf.
Signal shares also allows you to manage your shareholding online. If you are a direct investor you can view your shareholding, change the way the registrar communicates with you or the way you receive your dividends, and buy and sell shares. If you haven’t used this service before, all you need to do is enter the name of the company and register your account. You’ll need your Investor code (IVC) printed on your share certificate in order to register.
*Calls to this number are charged at the standard geographical rate and will vary by provider. Calls outside of the United Kingdom will be charged at the applicable international rate. Lines are open from 09.00 – 17.30 Monday to Friday. 3rd party calls may be recorded.
**Links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.
Latest Insights
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.