Jupiter Green Investment Trust PLC
Sustainable investment labels help investors find products that have a specific sustainability goal. This product does not have a UK sustainable investment label as the Board is in the process of conducting a review of the future structure of the Company and is not currently in a position to make a decision about an investment label.
For more information about the Company’s sustainability approach and relevant metrics please see the new Consumer Facing Disclosure. The updated AIFMD Investor Information is now also available.
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 industry experience and strong track record of investing in the companies of tomorrow has led to us identifying six key investment themes which we believe will address key climate and natural capital solutions in the coming decades:
- Green mobility
- Clean energy
- Green buildings & Industry
- Sustainable agriculture & Land ecosystems
- Circular economy
- Sustainable oceans & Freshwater systems
These themes represent a diverse range of topics which go beyond the traditional subjects associated with environmental investing and cover issues such as biodiversity loss and wider forms of degradation to the natural world. We expect this encouraging trend to continue, providing a healthy stock-picking landscape of companies focussed on environmental solutions.
Key literature
Performance report
Announcements
Shareholder Information – Frequently Asked Questions
Our share register is managed and administered by Equiniti. They should be able to help you with any questions you may have about your Jupiter Green Investment Trust shares. Please see below the different ways you can get in touch:
Online: www.shareview.co.uk
Telephone: +44 (0)371 384 2030
Please note that lines are open between 8:30am to 5:30pm (UK time) Monday to Friday (except public holidays in England and Wales).
Post: Equiniti Limited, Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA
You can also contact Equiniti by using the Relay UK website at www.relayuk.bt.com
When contacting Equiniti, please quote your shareholder reference number. This will help them to identify you correctly. You can find this number on your share certificate or other shareholder documents you have been sent by Jupiter Green Investment Trust.
You can also register for a Shareview Portfolio at www.shareview.co.uk, where a range of shareholder information and forms are available online.
In addition, by registering for a Shareview Portfolio you can:
- update your details online including your address and dividend payment instructions;
buy and sell shares easily; - receive certain shareholder communications electronically;
- send your general meeting voting instructions in advance of shareholder meetings;
- view information about and join the Jupiter Green Investment Trust Dividend Reinvestment Plan (DRIP); and
- access your online statements.
It is free to use, secure, easy to administer.
You can register for a Shareview Portfolio at www.shareview.co.uk/register
To register you will need your 11 digit Shareholder Reference issued to you by Equiniti. This can be found on recent correspondence issued by Equiniti such as a dividend confirmation, share certificate or DRIP statement.
Once you have registered for a Shareview Portfolio, an activation code will be issued to you in the post which you will need to complete your registration.
If you change your address you must inform Equiniti.
You can update your UK address online via your Shareview Portfolio at www.shareview.co.uk. Click on ‘Change my address’ in Quick Links and provide your new details.
See ‘How do I register for a Shareview Portfolio’ in these FAQs for more information on registering.
Further information can be found on the ‘Registering an address change’ page under Manage My Shares at www.shareview.co.uk or by contacting Equiniti.
To register a name change you will need to write to Equiniti. Further information on the details and supporting documentation required by them can be found on the ‘Register a Name Change’ page under Manage My Shares at www.shareview.co.uk or by contacting Equiniti.
Equiniti keeps a record of your name, address and the number of shares you own. If your certificates are lost, stolen or destroyed, Equiniti can arrange for the issue of duplicate certificates. Simply contact Equiniti as soon as you can, quoting your Shareholder Reference if possible. You may be charged an administration fee for this depending on the value of the share certificate. Once this is done, Equiniti will send you a duplicate certificate.
Equiniti’s Bereavement Team is available to provide help and practical support when a shareholder dies.
You can speak to the Bereavement Team by contacting Equiniti and selecting the Bereavement Team option. Further information, including a guide on what to do when a shareholder dies and the services that can support you are available from www.shareview.co.uk/clients/benefactor
If you have lost a dividend cheque or found an out of date dividend cheque you should contact Equiniti as soon as possible. They will arrange for the cheque to be stopped and then send you the outstanding payment(s) direct to your bank account, provided bank details have been supplied.
For further information including any applicable fees, please visit the ‘Request a reissue’ page under Manage My Shares on www.shareview.co.uk or contact Equiniti.
You can register to receive company communications electronically via your Shareview Portfolio at www.shareview.co.uk. Simply click ‘Update my communication preferences’ in the Quick Links section when you log into your Shareview Portfolio.
You may at some point wish to transfer your shares to someone else (for example, your spouse or partner or in an ‘off market’ sale). As these transactions usually do not involve a stockbroker, you can use a stock transfer form which can be obtained from Equiniti. Please complete and return to Equiniti along with your share certificate via registered post.
Where stamp duty is payable, the completed transfer form must be sent to a UK Inland Revenue Stamp Office and the duty paid before it can be forwarded to the Registrars.
Where stamp duty is not payable, you will need to complete the form fully, remembering to complete the stamp duty declaration on the reverse. The transfer form and share certificate (totalling at least the number of shares on the transfer) should be forwarded to Equiniti. Do not worry if the share certificates represent more shares than the transfer. If this is the case, Equiniti will send you a share certificate representing the balance.
For further information including any applicable fees, please visit the ‘Transfer certificated shares’ page under Manage My Shares on www.shareview.co.uk or contact Equiniti.
You can see your share balance online via your Shareview Portfolio which gives up to date information on balances, transactions and dividends paid. Please note that you will need your shareholder reference number to access this service.
This will be included on any personalised documentation Equiniti or Jupiter Fund Management sends you, including dividend confirmations and share certificates. The Shareholder Reference from Equiniti will be made up of 11 digits. You should quote this Shareholder Reference whenever you contact Equiniti to speed up the location of your account.
You can buy and sell shares through a financial adviser or stockbroker, bank or building society. Please note the commission charges for buying and selling shares vary between the different organisations.
You can also use the dealing services provided by Equiniti Financial Services Limited. For further information on Equiniti’s dealing services including rates and charges, terms and conditions etc. please see www.shareview.co.uk/dealing or contact Equiniti.
In order to receive your dividends directly into your bank account on dividend payment date, you will need to have provided your bank details.
You can provide your bank details online via your Shareview Portfolio at www.shareview.co.uk.
You can also provide your nominated bank account details over the phone by contacting Equiniti.
Further information on having your dividends paid into your bank account can be found on the ‘Arrange direct dividend payments’ page under Manage My Shares on www.shareview.co.uk.
The Company operates a Dividend Reinvestment Plan (DRIP), which gives shareholders the opportunity to acquire additional Jupiter Green Investment Trust shares in a cost-effective way by re-investing their cash dividend. The plan is available to all shareholders provided that they do not live in or are subject to the jurisdiction of any country where their participation in the plan would require Jupiter Green Investment Trust or the plan administrator to take action to comply with local government or regulatory procedures or any similar formalities.
You can apply to join the DRIP online via your Shareview Portfolio at www.shareview.co.uk. Follow the link from “My Investments” to view your holdings summary, access the Dividend Election page for your holding and follow the instructions onscreen to complete the application.
Shareholders wishing to join the DRIP should ensure that their completed instruction is received by the plan administrator, Equiniti Financial Services Limited, no later than 15 working days before the dividend payment date, otherwise it will only apply from the next dividend that the DRIP is applied to. Having joined the DRIP, dividends will continue to be reinvested until the plan administrator receives written instructions requesting withdrawal from the DRIP.
A DRIP application form along with the latest DRIP Terms and Conditions is also available to download from www.shareview.co.uk/info/drip or by contacting Equiniti.
The DRIP is operated on a mandated basis; in other words, your election to participate will apply to all future dividends until you cancel or otherwise terminate your mandate or sell/transfer your shares.
You may withdraw from the DRIP at any time by contacting Equiniti. Your notice of withdrawal from the DRIP must be received no later than 15 working days prior to the payment date of a dividend, if you do not wish to be included in the DRIP for that dividend. Where proper notification is received by Equiniti of a participant’s death, bankruptcy or mental incapacity, that participant will cease to participate in the DRIP unless the participant was a joint holder, in which case the DRIP will continue for the remaining joint shareholder.
In the event of the sale or transfer of your shares or your withdrawal from the DRIP any outstanding balance will be repaid to you as soon as possible.
All other queries relating to Jupiter Green Investment Trust PLC should be addressed to:
The Company Secretary Jupiter Green Investment Trust PLC
The Zig Zag Building,
70 Victoria Street,
London,
SW1E 6SQ
Telephone: +44 20 3817 1169
Email: [email protected]
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 reinvestment plan
Shareholders may elect for the company’s registrar, Equiniti Financial Services Limited, to reinvest dividends automatically on their behalf.
Dividend Reinvestment Plan Terms and Conditions and an application form are available through shareview.co.uk/info/drip*, or by calling Equiniti on +44 (0)371 384 2030**.
You can manage your shareholding online via Equiniti’s Shareview Portfolio. It is free to use, secure, and easy to administer, and provides you with the following benefits:
- Elect to receive certain shareholder communications electronically
- Update your UK bank account details
- Send your general meeting voting instructions in advance of shareholder meetings
- Keep your contact details up to date
- Buy and sell shares easily
If you haven’t used this service before, all you need to do is visit Shareview.co.uk and click register. You will need to enter the name of the company and your Shareholder Reference, which will be printed on either your share certificate or communications from Equiniti in order to register.
* Links are provided for your convenience and Jupiter accepts no responsibility for the content of such websites.
** Please use the country code when contacting us from outside of the UK, Lines are open 8.30am – 5.30pm Monday to Friday, excluding public holidays in England and Wales
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.