Jupiter launches pioneering multi-asset ecology fund

Nearly 30 years after launching one of the first funds to focus on environmental investing, Jupiter brings another pioneering product to market with the launch of The Jupiter Global Ecology Diversified SICAV fund. The new Fund invests across the asset class spectrum and is managed by highly-respected managers Charlie Thomas, Abbie Llewellyn-Waters and Rhys Petheram [1].

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A sub-fund of the Jupiter Global Fund SICAV, it aims to generate long-term capital appreciation and income by investing principally in a mixture of stocks and bonds belonging to companies which stand to benefit from the transition to a sustainable economy. The Fund seeks to offer investors exposure to long-term sustainable growth trends with lower-volatility and greater income generation potential when compared to traditional, pure equity approaches.

The split between stocks and bonds will be flexible although the managers will generally seek to hold around 60% in fixed income, including bonds, labelled green bonds and convertibles which is managed by experienced bond fund manager Rhys Petheram, and 40% in stocks, co-managed by Charlie Thomas and Abbie Llewellyn-Waters from Jupiter’s award-winning Environmental and Sustainable Investing team.

Central to the team’s investment approach is the integration of the fixed income and equity research and selection process. When considering stocks for inclusion in the portfolio, the managers will look to find the best value along a company’s capital structure, whether it be in equities, bonds or a mix of the two, in order to enhance returns. This integrated approach, which plays a key role in their investment strategy, allows them to deliver one unified and consistent portfolio rather than two portfolios running independently.

Charlie Thomas, co-manager of the Jupiter Global Ecology Diversified Fund, said: “The sustainable investment sector is becoming increasingly mature across asset classes, we believe we can apply our expertise in a way that will resonate with clients in delivering a diversified, lower-volatility and income-generating approach to a compelling global growth theme.”

Kevin Scott, head of EMEA at Jupiter, said: “Jupiter has a long-standing franchise in environmental, fixed income and combined products. This Fund has been carefully constructed to meet the demands and objectives of potential investors, opening up market opportunities across a new asset class. Charlie, Abbie and Rhys are extremely talented managers and their combined experience provide an excellent foundation on which to build a successful, global fund strategy.”

Next Finance , July 2016

Article also available in : English EN | français FR


[1] Charlie Thomas, Head of Strategy, Environment and Sustainability, and Abbie Llewellyn-Waters, fund manager, have a wealth of experience of investing in equities in the ecology sector and will work closely together on stock selection for the new fund. Both will draw on the heritage and expertise in environmental investing Jupiter has built up over the last three decades since the company launched the UK’s first environmental retail unit trust in 1988. Charlie has managed this €562mm Fund since 2003, while Abbie joined the investment team in 2007 and has been the sole manager of an institutional mandate since 2012. She deputises in the management of the environmental equity funds at Jupiter.
On the fixed income side, Rhys Petheram, who has worked for Jupiter’s Fixed Interest and Multi Asset Team since 2006, will bring to bear his considerable expertise in the choice of bonds that will complement the equity selection. In the UK, Rhys manages a€185m fixed income fund as well as the global fixed income portion of a€1.4bn multi-asset fund range.

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