Jupiter has been managing environmental solutions funds for over 20 years and launched one of the first authorised Socially Responsible unit trusts in the UK in 1988, the Jupiter Ecology Fund. Over this time we have developed a leading knowledge of environmental investing across a range of products.
In the years since the launch of our first green fund in 1988, environmental issues have become a major global concern. There is now broad acceptance that problems such as energy security, climate change, freshwater scarcity, local pollution and waste are simply not going to disappear without concerted action to tackle them on a global scale.
There have been a number of key reasons for this growth. In its simplest form, there are finite resources with an increasing global population. Energy supply, resource scarcity and climate change are among the core factors which will determine the pace and extent of global growth. Investment in environmental solutions businesses is fundamentally an investment in the long term structural development of the global economy. Through new infrastructure, technologies and products and services, businesses operating in this area are helping the economy mitigate and adapt to these challenges. This provides a deep investment universe that allows us to create diversified portfolios underpinned by a variety of economic drivers.
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Jupiter green gauge bulletin: Issue 47
Funds at a glance
Jupiter's range offers exposure to some of the most dynamic and innovative companies within the environmental and socially responsible investment sector.
Global Environmental Solutions Funds
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Global |
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Fund manager |
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Fund at a glance |
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Jupiter Ecology Fund (UT)£ |
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Charlie Thomas |
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- Global remit
- Focuses on growth companies with a commitment to environmental sustainability
- SRI Fund - Ethically screened, see restrictions
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Jupiter Green Investment Trust* (Investment co.) £ |
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Charlie Thomas |
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- Global remit
- Focuses on growth companies which provide environmental solutions
- May use derivatives to protect capital when manager deems it necessary
- No ethical restrictions
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UK Socially Responsible Investment Fund
Companies actively managing their impact on the environment or UK based environmental product and service providers
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UK |
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Fund manager |
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Fund at a glance |
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Jupiter Responsible Income Fund (UT)**£ |
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Chris Watt |
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- UK focused
- Good Governance - Seeks companies responsibly managing environmental and social impact
- Outstanding practices towards actively managing these impacts is required for companies operating in sectors with potentially high environmental and social impacts
- UK based environmental solution providers
- Looks for income opportunities
- SRI Ethically screened but with less screening criteria than Ecology Fund, see restrictions
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* Prior to June 2006 this fund was the Jupiter Global Green Investment Trust.
**Prior to September 2011 this fund was the Jupiter Environmental Income Fund.