The information below refers to our commitments under the European Union’s Sustainable Finance Disclosure Regulation (SFDR) which applies to our SICAV and Irish domiciled fund range. This legislative framework forms part of the broader EU Action Plan which aims to reorient capital flows towards a more sustainable economy and foster a long-term approach. SFDR seeks to harmonise ESG disclosures and set standards at both firm and product level. The objectives are centred on three main goals: i) financial market participants to outline the manner in which sustainability risks are integrated into investment decisions , ii) provide policies and disclosures on the negative consequences of investing – Principal Adverse Impacts and iii) to combat the issue of greenwashing through the classification of financial products based on their sustainable investment goals.
Jupiter has actively engaged with clients and industry on this regulatory path. We support the SFDR and our active management approach can further these goals and guard against greenwashing. All of our Lux (SICAV) and Irish (ICVC) domiciled funds integrate sustainability risks into their investment decision making process falling under Article 6 of SFDR. Further more:
Funds that promote environmental or social characteristics fall under Article 8 of SFDR:
- JGF Jupiter Global Sustainable Equities (Lux)
- JGF Jupiter Europe ex-UK Equity
- JGF Jupiter European Growth
- JGF Jupiter Pan European Smaller Companies
- JAMS Jupiter Europe (ex UK) Smaller Companies Fund
- JAMS Jupiter Global Emerging Markets Focus Fund
- JAMS Jupiter Global Emerging Markets Focus ex China Fund
- JAMS Jupiter Merian Global Equity Absolute Return Fund
- JAMS Jupiter Merian North American Equity Fund (IRL)
- JAMS Jupiter Merian World Equity Fund
- JAMS Jupiter Strategic Absolute Return Bond Fund
- JAMS Jupiter Systematic Consumer Trends Fund
- JAMS Jupiter Systematic Demographic Opportunities Fund
- JAMS Jupiter Systematic Disruptive Technology Fund
- JAMS Jupiter Systematic Healthcare Innovation Fund
- JAMS Jupiter Systematic Physical World Fund
- JGF Jupiter Global Emerging Markets Corporate Bond
- JGF Jupiter Global Emerging Markets Short Duration Bond
- JGF Jupiter Dynamic Bond ESG
- JGF Japan Select
Funds that have a sustainable investment objective fall under Article 9 of SFDR:
- JGF Jupiter Global Ecology Growth
Please refer to Jupiter Responsible Investment Policy for information on polices connected to the integration of sustainability risks within the investment decision making process. The Level 2 SFDR disclosures for each of the above funds, both in summary and in full can be accessed below and should be read in conjunction with the Fund prospectuses.
| Fund | |||
|---|---|---|---|
| Jupiter Dynamic Bond ESG SFDR Disclosure | English | French | German |
| Jupiter Europe ex-UK Equity SFDR Disclosure | English | French | German |
| Jupiter Europe (ex UK) Smaller Companies Fund SFDR Disclosure | English | French | |
| Jupiter European Growth SFDR Disclosure | English | French | German |
| Jupiter Global Ecology Growth SFDR Website Disclosure | English | French | German |
| Jupiter Global Emerging Markets Focus Fund SFDR Disclosure | English | French | |
| Jupiter Global Emerging Markets Focus ex China Fund SFDR Disclosure | English | French | |
| Jupiter Japan Select SFDR Disclosure | English | French | German |
| Jupiter Merian Global Equity Absolute Return Fund SFDR Disclosure | English | French | |
| Jupiter Strategic Absolute Return Bond Fund SFDR Disclosure | English | French | |
| Jupiter Merian North American Equity Fund (IRL) SFDR Disclosure | English | French | |
| Jupiter Merian World Equity Fund SFDR Disclosure | English | French | |
| Jupiter Pan European Smaller Companies SFDR Disclosure | English | French | German |
| Jupiter Systematic Consumer Trends Fund SFDR Disclosure | English | French | |
| Jupiter Systematic Demographic Opportunities Fund SFDR Disclosure | English | French | |
| Jupiter Systematic Disruptive Technology Fund SFDR Disclosure | English | French | |
| Jupiter Systematic Healthcare Innovation Fund SFDR Disclosure | English | French | |
| Jupiter Systematic Physical World Fund SFDR Disclosure | English | French |
Other documents can be found here: