Sustainable investing
Jupiter Global Sustainable Equities Fund
The Jupiter Global Sustainable Equities Fund targets the best risk-adjusted returns for clients by investing for the long-term in high-quality companies that are leading the transition to a more sustainable world.
Companies that minimise their impact on our planet and maximise the value they create for society can deliver more sustainable returns for investors. With resourcefulness and enterprise, the opportunity to align with the transition to a more sustainable world is here if you know where to look. With decades of combined experience, our global sustainable equities team have dedicated their careers to identifying resilient businesses which balance the wellbeing of our planet and people, with the generation of profit. It’s their natural habitat – investing in companies that really do live and breathe sustainability. We call this human advantage ‘the value of active minds’. To find out more visit jupiteram.com
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 work force, 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.
The impact of a company’s products and services provides important investment insights. The team looks to address key societal needs, such as gender, race and wealth equality, through analysing how a company behaves and what it sells. Companies that provide preventative healthcare solutions or improve access to financial services align investors to the structural growth drivers arising from the transition to a more sustainable world.
The fund seeks to invest in companies that are financially strong, operationally efficient, and have stable,
long-term profitability.
In the following infographics, we explain why this fund is well positioned to help clients align their savings to a more sustainable world.
5 reasons to consider changing the way
you allocate to global equities.
a fund for planet, people and profit
We analyse companies to see how well they balance three key stakeholder needs:
important information
Important information: 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.
The Key Investor Information Document, Supplementary Information Document and Scheme Particulars are available from Jupiter on request.
The views expressed are those of the author 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. Jupiter Unit Trust Managers Limited (JUTM) and Jupiter Asset Management Limited (JAM) are both authorised and regulated by the Financial Conduct Authority and their registered address is The Zig Zag Building, 70 Victoria Street, London SW1E 6SQ. No part of this document may be reproduced in any manner without the prior permission of JUTM and/or JAM. JAM001961
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For professional and institutional investors only. Not for retail investors.
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a fund with economic stability at its heart
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We invest in companies that are financially stable, operationally efficient, and have resilient profitability. We believe this is likely to increase investors’ long-term returns and reduce volatility.
FINANCIAL STABILITY
Robust companies with strong balance sheets built to withstand and prosper despite different challenges.
OPERATIONAL EFFICIENCY
Companies that consistently invest
in their business and generate attractive cash flows.
RESILIENT PROFITS
Companies that have stable,
long-term profits.
a PORTFOLIO WITH A POSITIVE IMPACT
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Transparency: the fund’s Annual Impact Report offers clients transparency into the positive impact their savings are having.
OUR PORTFOLIO HAS: A POSITIVE IMPACT ON THE PLANET
Lowering carbon intensity equivalent to the emissions from a Boeing 747 making nearly 500,000 flights from London to New York .
A POSITIVE IMPACT ON people
Jobs created equivalent to half the population of the favelas of Rio de Janeiro, Brazil .
Source: Jupiter Global Sustainable Equities Fund Annual Impact Report 2020.
>822,000
A POSITIVE IMPACT ON Profit
The fund has delivered superior returns with lower volatility than its benchmark.
Past performance is no indication of current or future performance. Fund performance data is calculated on a NAV to NAV or bid to NAV basis dependent on the period of reporting, all performance is net of fees with net income reinvested. Source: Morningstar in GBP, from 09.04.18 to 31.03.21. Target benchmark: MSCI ACWI in GBP. Comparator: IA Global.
MEASURED ALIGNMENT WITH KEY SUSTAINABILITY INITIATIVES
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SUSTAINABLE DEVELOPMENT GOALS
The United Nations Sustainable Development Goals (SDGs) highlight key global ambitions in the pursuit of a more sustainable future for everyone.
Our portfolio is aligned either on a direct or indirect basis to the UN SDG framework through either what a company sells or how
it operates.
Climate action failure and extreme weather are the world’s top two risks, according to the World Economic Forum . We evaluate all our investments on how well they help the transition to a low carbon world. We assess our portfolio to be aligned with the temperature objective of the Paris Agreement on climate change.
The UN Global Compact sets out fundamental principles of business behaviour related to human rights, labour, the environment and anti-corruption which we expect all of our investee companies to uphold. We therefore do not invest in companies that violate the UN Global Compact and systematically monitor our portfolio for any violations.
Source: World Economic Forum, The Global Risks Report 2020. https://www.weforum.org/reports/the-global-risks-report-2020.
NET ZERO BY 2050
1.5ºC
united nations
GLOBAL
COMPACT
INVESTMENT-LED SUSTAINABILITY ANALYSIS
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Sustainability and stakeholder assessment are at the heart of all stages of our investment process. We do not rely on third parties or ESG ratings. Instead, our team – which has more than four decades of experience in sustainable investing – deeply analyses companies. This detailed work builds the investment case and drives the fund’s risk-adjusted returns.
case studies
This fintech company is a leader in managing human capital. Given that it is a service company, offering software to banks and credit unions in the US, its excellence in managing human capital drives customer retention, underpinning its economic sustainability.
Vaccination makes a key contribution to global healthcare, preventing thousands of deaths a year.
This Australian healthcare company, a provider of vaccines and human blood-based therapies, has state of the art facilities, is number one or two in its end markets, and has outstanding operating efficiency, with a leading approach to gender equality and an important societal role in improving inequality.
97% customer retention
30% OPERATING MARGIN
While we are not restricted to investing in any particular theme, our focus on sustainability naturally results in exposure to themes benefitting from key structural growth drivers such as…
PREVENTATIVE
HEALTHCARE
DECARBONISATION
DIGITISATION
OF THE ECONOMY
SOCIAL EQUALITY
GENDER
EQUALITY
FINANCIAL
INCLUSION
jupiteram.com
JUPITER GLOBAL SUSTAINABLE EQUITIES FUND
We seek the best risk-adjusted returns
for clients.
We are not an impact only fund.
ESG and sustainability are core
to our philosophy.
We are not a tick box ESG fund.
Our investible universe includes
c.10,000 companies.
We are not a thematically restricted fund.
Active management to support
positive outcomes.
We are not passive or benchmark huggers.
We seek resilient companies built
to survive and prosper over the long-term.
We are not chasers after short-term growth.
Members of the award-winning investment team have dedicated their careers to active, sustainable investing and collectively have more than four decades of experience.
From left: Abbie Llewellyn-Waters, Fund Manager; Maikan Anderberg, Analyst; Freddie Woolfe, Analyst; and Jenna Zegleman, Investment Director.
AN EXPERIENCED, DEDICATED TEAM
SUPPORTED BY THE JUPITER DATA SCIENCE TEAM
The six members of the Jupiter Data Science team cleanse and process ESG data to provide the Investment Team with valuable insights.
Supported by Jupiter’s house-wide approach to stewardship
INDEPENDENT RECOGNITION
Jupiter has received the top rating (A+) from the world’s leading global responsible investment association.
Note: Awards and ratings should not be taken as
a recommendation.
ESG INVESTMENT AWARDS 2020
Best ESG Equity Fund (Highly Commended)
LAPF AWARDS 2019
Impact Manager of the Year
FUND MANAGER OF THE YEAR 2017
Women in Investment Awards, Investment Week
INVESTMENT WOMAN OF THE YEAR 2017
Women in Investment Awards, Investment Week
A+
JUPITER’S CORPORATE COMMITMENT TO SUSTAINABILITY
The team’s approach is supported by Jupiter’s own commitment to sustainability, as demonstrated by a number of key initiatives it signs and endorses.
The team’s approach is supported by Jupiter’s own commitment to sustainability, as demonstrated by a number of key initiatives it signs and endorses.
Jupiter has received the top rating (A+) from the world’s leading global responsible investment association.
Jupiter is an employer-signatory to Investment20/20, an initiative to promote investment management to diverse talent through school leaver and graduate trainee programmes.
Jupiter is a founder-signatory to the CDP, the global environmental disclosure platform.
Jupiter collaborates with other investors through Climate Action 100+ to ensure the world’s largest corporate greenhouse gas emitters take necessary action on
climate change.
Jupiter is a member of this collaborative investor network on ESG risks and opportunities relating to intensive animal farming.
Jupiter is a member of the Institutional Investors’ Group on Climate Change, the European membership body for investor collaboration on climate change.
Jupiter’s annual report meets the recommendations of the Taskforce on Climate Related Financial Disclosures.
Jupiter is a member of Pensions for Purpose, a collaborative initiative of impact managers, pension funds, social enterprises and others involved or interested in impact investment.
Jupiter is a regular participant in the UK Investor Forum, the collective engagement platform for investors to escalate material issues with the boards of UK-listed companies.
Jupiter is a member of the Green Bond Principles, promoting transparency and integrity in the green bond market.
Jupiter is a signatory to the Women in Finance Charter, a pledge towards improving gender balance in the financial services sector.
Jupiter is a signatory to the Workforce Disclosure Initiative, a group pushing for improved disclosure at listed companies.
Jupiter is a signatory to the 30% Club, a global campaign to increase gender diversity at board and senior management levels.
Jupiter is a member of the UK Sustainable Investment and Finance Association, promoting a fair, inclusive and sustainable
financial system.
Jupiter is committed to sourcing 100% of the energy in our offices from renewable.
a fund for planet, people and profit
Financially focused
Sustainability driven
Fully integrated ESG
Stewards of our clients’ assets
PLANET
on which we depend
PEOPLE
with whom we all coexist
PROFIT
Which we all require from
our savings
Resilience of profits
Capital structure
Cash conversion
HALF A MILLION FEWER FLIGHTS
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