Within Jupiter's Environmental Investment fund range we offer investors two unit trust funds and an investment company.
Jupiter Ecology Fund
The objective of the Fund is to achieve long-term capital appreciation together with a growing income consistent with a policy of protecting the environment. The Fund's investment policy is to invest worldwide in companies which demonstrate a positive commitment to the long-term protection of the environment.
Jupiter Responsible Income Fund
The Fund's objective is to provide income and long-term capital growth through investment primarily in UK equities. The Fund focuses on investing in UK companies that are actively managing their environmental and social impact, good governance companies. Where companies operate in sectors with potentially high environmental and social impacts, such as the resources sector, they are required to demonstrate outstanding practices towards actively managing these impacts. The Fund will specifically avoid investing in companies associated with armaments, tobacco, nuclear power and animal testing for toiletries and cosmetics.
Jupiter Green Investment Trust
The investment objective is to generate long-term capital growth through investing in a diverse portfolio of companies providing environmental solutions. The Company seeks to achieve its objectives by investing globally in companies which have a significant focus on environmental solutions. The Company's investment portfolio tends to have a bias towards small and medium capitalisation companies. Investments are made predominantly in securities which are quoted, listed or traded on a recognised investment exchange.
The value of investments and the income they provide can fall as well as rise and you may get back less than you invested. Investment companies may be geared by flexible bank borrowing facilities which can boost performance when markets rise but have the opposite effect in the even of market downturn. Their share prices may move independently of net asset valuation.