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Jupiter's Socially Responsible Investment (SRI) and Governance team research companies to determine if they are involved in activities that conflict with the Funds' environmental, social and ethical objectives and to ensure they meet the ethical criteria. If we are concerned about a company's involvement in such activities, we will not invest in it.
SRI ethical criteria for investment
As shown in the table below:
- The Jupiter Ecology Fund uses a full range of ethical exclusions
- The Jupiter Environmental Income Fund uses a limited range of ethical exclusions
| Area |
Detail |
Avoided by |
| Alcoholic drinks |
Companies that manufacture or sell alcoholic drinks. |
Jupiter Ecology Fund |
| Gambling |
Companies that operate betting or gambling facilities. |
Jupiter Ecology Fund |
| Pornography |
Companies that publish, print or distribute pornography. |
Jupiter Ecology Fund |
| Armaments |
Companies that manufacture or sell armaments. |
Jupiter Ecology Fund
Jupiter Environmental Income Fund |
| Nuclear power |
Companies that generate nuclear power or build nuclear power plants.
|
Jupiter Ecology Fund
Jupiter Environmental Income Fund |
| Tobacco |
Companies that manufacture or sell tobacco products. |
Jupiter Ecology Fund
Jupiter Environmental Income Fund |
Companies that are marginally involved in any of these areas (e.g. if they derive less than 10% of turnover from any one of these activities) may be invested in if they are demonstrating strong environmental and social performance in other respects.
A company that derives over 10% of its turnover from any one of these activities will not be invested in.
In addition, the team avoids companies that conduct or commission animal testing for cosmetic or toiletry purposes. They also pay particular attention to issues such as sustainable sourcing of food and biotechnologies.
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