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 promote the needs of 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 contribute to the global economy’s transition towards decarbonisation.
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.
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.
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.
We do not rely on third party research or ESG ratings. Instead, the investment team use their over four decades of combined experience in sustainable investing to deeply analyse companies. This detailed work builds the investment case and drives the strategy’s risk-adjusted returns.
- 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.
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.
Fund specific risks
- Derivative risk – the Fund may use derivatives to reduce costs and/or the overall risk of the Fund (this is also known as Efficient Portfolio Management or “EPM”). Derivatives involve a level of risk, however, for EPM they should not increase the overall riskiness of the Fund.
- Currency (FX) Risk – The Fund can be exposed to different currencies and movements in foreign exchange rates can cause the value of investments to fall as well as rise.
- Pricing risk – Price movements in financial assets mean the value of assets can fall as well as rise, with this risk typically amplified in more volatile market conditions.
- Counterparty Risk – The risk of losses due to the default of a counterparty e.g. on a derivatives contract or a custodian that is safeguarding the Fund’s assets.
- ESG Equity Data – The Fund uses data from third parties (which may include providers for research, reports, screenings, ratings and/or analysis such as index providers and consultants) and that information or data may be incomplete, inaccurate or inconsistent.
- ESG and Sustainability – Investments are selected or excluded on both financial and non-financial criteria. The Fund’s performance may differ from the broader market or other Funds that do not utilise ESG/Sustainability criteria when selecting investments.
For a more detailed explanation of risk factors, please refer to the “Risk Factors” section of the Scheme Particulars.
Important Information
This document is for informational purposes only and is not investment advice. 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. Past performance is no guide to the future. 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 views expressed are those of the authors 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. For definitions please see the glossary at jupiteram.com. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given. Company examples are for illustrative purposes only and not a recommendation to buy or sell. Jupiter Unit Trust Managers Limited (JUTM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ are 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.
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, investment manager, the strategy is well resourced, with dedicated analysts, Freddie Woolfe, Kristian Herrington and Carli Prewett, 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.
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 Fund.
Important information
This document is for informational purposes only and is not investment advice. 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. Past performance is no guide to the future. 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 views expressed are those of the authors 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. For definitions please see the glossary at jupiteram.com. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given. Company examples are for illustrative purposes only and not a recommendation to buy or sell. Jupiter Unit Trust Managers Limited (JUTM) and Jupiter Asset Management Limited (JAM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ are 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 or JAM.