The Jupiter Global Sustainable Equities Strategy targets high-quality companies that in our view are leading the transition to a more sustainable world through how they behave and the real-world effect of what they sell. We take a long-term approach to investing and therefore consider quality in the context of how companies balance the considerations 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
It is our view that 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.
The investment strategy considers what a company sells and how a company behaves, focusing on materiality in the context of future cash flows and relevance to economic resilience. For example, if a company keeps the interests of its key stakeholders at the core of its decision-making, in our view 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.
A strategy with economic stability at its heart
The strategy targets companies that are financially stable, operationally efficient, and have resilient profitability. Our focus is on the ESG factors which we believe are going to have the most material influence on a company’s cash flow.
An unconstrained and bespoke approach to sustainable investing
This is a high conviction, bottom up, unconstrained global equity strategy with sustainability and stakeholder assessment at the heart of all stages of the investment process. We do not rely on third parties or ESG ratings. Instead, the investment team’s over four decades of combined experience in sustainable investing is used to deeply analyse companies. This detailed work builds the investment case for each company.
We integrate Environmental, Social and Governance (ESG) considerations throughout the investment process in order to better understand sustainability as an output. By approaching our work in this way, we seek to provide attractive financial returns for our clients by investing in leading companies that in our view align to positive environmental and social outcomes. Our proprietary Sustainability Report offers investors transparency about how the companies in which their savings are ultimately invested are delivering a more sustainable world.
What the Jupiter Global Sustainable Equities Strategy is, and what it isn’t
- The strategy seeks the best risk-adjusted returns for clients. It is not an impact strategy.
- ESG and sustainability are core to the strategy’s philosophy. It is not a tick box ESG strategy.
- The strategy’s global investible universe includes c.8,000 companies. It is not a thematically restricted strategy.
- Active management supports positive outcomes. The strategy is not passive or benchmark-hugging.
- The strategy seeks resilient companies built to survive and prosper over the long-term. It does not chase after short-term growth.
Important Information
This document is intended for investment professionals and is not for the use or benefit of other persons, including retail investors. 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 views expressed are those of the Investment Managers 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. Issued in the UK by Jupiter Asset Management Limited, registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ is authorised and regulated by the Financial Conduct. No part of this document may be reproduced in any manner without the prior permission of JAM.
Sustainability Report executive summary
In the summary of our Sustainability Report, we seek to provide savers with tangible insight into how our strategy supports the transition to a more sustainable world.
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. 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 have received recognition for their investment performance, approach to evidence-based ESG integration, sustainability reporting and contribution to addressing the structural hurdles that women in investment face.¹
The team collaborate on many market wide initiatives including collaboration with various initiatives at the FRC, IA Sustainability and Responsible Investment Committee, CFA climate related syllabus, and the Diversity Project.
¹Investment Week Women in investment awards 2017. LAPF Investment Awards 2019, Impact Manager of the Year. ESG Investing Awards 2020 – Best Equity Fund (Highly Commended). 2022 Investment Week Sustainable Investment Awards – Best Sustainable Global Equity Fund (Highly Commended). Awards and ratings should not be taken as a recommendation.
Literature
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