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- Jupiter Global Leaders Fund
| Fund Name | SRI Style | Product | Region | Asset Type | Launch Date |  |
|---|---|---|---|---|---|---|
| Jupiter Global Leaders Fund | Sustainable Style | OEIC | Global | Equity | 09/04/2020 | |
As at: 31/07/24 |
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OverviewFund manager declined to supply information (October 2024) |
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FiltersFund informationSustainability - GeneralUN Global Compact linked exclusion policy UN Sustainable Development Goals (SDG) focus Sustainability focus Report against sustainability objectives Encourage more sustainable practices through stewardship Sustainability policy Sustainability theme or focus Environmental - GeneralWaste management policy or theme Resource efficiency policy or theme Limits exposure to carbon intensive industries Environmental policy Environmental damage and pollution policy Plastics policy Favours cleaner, greener companies Nature & BiodiversityDeforestation / palm oil policy Illegal deforestation exclusion policy Biodiversity / nature policy Climate Change & EnergyFracking and tar sands excluded Arctic drilling exclusion Climate change / greenhouse gas emissions policy Require net zero action plan from all/most companies Coal, oil & / or gas majors excluded Encourage transition to low carbon through stewardship activity Social / EmploymentLabour standards policy Social policy Diversity, equality & inclusion Policy (fund level) Favours companies with strong social policies Ethical Values Led ExclusionsTobacco and related product manufacturers excluded Human RightsHuman rights policy Responsible supply chain policy or theme Child labour exclusion Banking & FinancialsOnly invest in TCFD (ISSB) aligned banks / financial institutions Governance & ManagementEncourage TCFD alignment for banks & insurance companies Digital / cyber security policy Encourage higher ESG standards through stewardship activity Avoids companies with poor governance Governance policy Encourage board diversity e.g. gender Anti-bribery and corruption policy Fund GovernanceESG integration strategy Asset SizeInvests mostly in large cap companies / assets Invests in small, mid and large cap companies / assets Over 50% large cap companies Targeted Positive InvestmentsEU Sustainable Finance Taxonomy holdings 5-25% of fund assets Invests >50% of fund in environmental/social solutions companies Invests >25% of fund in environmental/social solutions companies Impact MethodologiesPositive environmental impact theme Invests in environmental solutions companies Positive social impact theme Measures positive impacts Aims to generate positive impacts (or 'outcomes') How The Fund WorksLimited / few ethical exclusions Positive selection bias Norms focus Balances company 'pros and cons' / best in sector Combines norms based exclusions with other SRI criteria Combines ESG strategy with other SRI criteria Focus on ESG risk mitigation Assets mapped to SDGs Intended Clients & Product OptionsIntended for investors interested in sustainability Available via an ISA (OEIC only) Labels & AccreditationsSFDR Article 8 fund / product (EU) Fund management company informationAbout The BusinessVote all* shares at AGMs / EGMs (AFM company wide) Integrates ESG factors into all / most (AFM) fund research In-house diversity improvement programme (AFM company wide) Sustainable property strategy (AFM company wide) ESG / SRI engagement (AFM company wide) Responsible ownership / stewardship policy or strategy (AFM company wide) Responsible ownership policy for non SRI funds (AFM company wide) Responsible ownership / ESG a key differentiator (AFM company wide) Diversity, equality & inclusion engagement policy (AFM company wide) Collaborations & AffiliationsUKSIF member PRI signatory Climate Action 100+ or IIGCC member (under review) ResourcesEmploy specialist ESG / SRI / sustainability researchers Use specialist ESG / SRI / sustainability research companies In-house responsible ownership / voting expertise AccreditationsUK Stewardship Code signatory (AFM company wide) PRI A+ rated (AFM company wide) Engagement ApproachEncourage responsible corporate taxation (AFM company wide) Regularly lead collaborative ESG initiatives (AFM company wide) Company Wide ExclusionsControversial weapons avoidance policy (AFM company wide) Review(ing) carbon / fossil fuel exposure for all funds (AFM company wide) Climate & Net Zero TransitionEncourage carbon / greenhouse gas reduction (AFM company wide) Publish 'CEO owned' Climate Risk policy (AFM company wide) Net Zero commitment (AFM company wide) In-house carbon / GHG reduction policy (AFM company wide) TransparencyPublish responsible ownership / stewardship report (AFM company wide) Publish full voting record (AFM company wide) Full SRI / responsible ownership policy information on company website Full SRI / responsible ownership policy information available on request Dialshifter statement |
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PolicyObjective The Fund objective is to provide a return, net of fees, that is higher than that provided by the MSCI AC World Index over the long term (at least five years).
At least 70% of the Fund is invested in shares of companies based anywhere in the world. The Investment Manager seeks to invest in companies which offer the potential for growth and that meet the Fund's environmental, social and governance (“ESG”) requirements. The Investment Manager will select companies for investment that, through their products or services, or how they manage their business, satisfy the Fund's strategic ESG criteria. The ESG criteria, may include, but are not limited to, environmental impact, healthcare, societal contribution and gender equality. The Investment Manager will also take into consideration the UN Sustainable Development Goals and the transition to a low carbon economy. Up to 30% of the Fund may be invested in other transferable securities, open-ended funds (including those managed or operated by Jupiter or associates of Jupiter), cash, near cash, deposits and money market instruments. The Fund may use derivatives (i.e. financial contracts whose value is linked to the expected price movements of an underlying investment) with the aim of reducing the overall costs and/or risks of the Fund.
The fund manager applies a disciplined process to identify shares of the highest quality companies which are leading the transition to a more sustainable world economy, in economic, environmental and social terms. These companies demonstrate excellent fundamentals and clear growth characteristics, and are identified through embedding ESG considerations. These ESG considerations may include, but are not limited to, environmental impact, healthcare, societal contribution and gender equality. The fund manager will also take into consideration alignment to the UN Sustainable Development Goals and the transition to a low carbon economy. The Fund will tend to invest in a carefully selected number of companies where the manager has the highest conviction.
Target benchmark – MSCI AC World Index
(Source: KID, as at November 2024)
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Process |
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Resources, Affiliations & Corporate Strategies |
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DialshifterThis fund is helping to ‘shift the dial from brown to green’ by… ...explicitly aligning its investments to the temperature goal of the Paris Agreement and Net Zero by 2050. The investment team tests every investment for its historic carbon emissions and future trajectory based on the recommendations of the Science Based Targets initiative, and will not invest in a company that it does not believe to be fully aligned. Additionally, with its focus on positive outcomes for the environment, many of the companies in the portfolio help other companies reduce their own carbon emissions, directly contributing to the achievement of multiple relevant Sustainable Development Goals including 7, 9, 11, 12 and 13.
Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by… ...committing to achieving net zero by 2050 as a business across our own operations and all our investments. Jupiter is actively engaged with some of the largest carbon emitting companies in the world on their low carbon transition strategies, both individually and collectively through groups such as IIGCC and Climate Action 100+. Furthermore Jupiter Asset Management was among the first group of companies to sign up to RE100, committing to source all its energy requirements from renewable sources, and has a range of programmes in place to mitigate its non-energy emissions. |
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LiteratureLast amended: 13/07/24 01:03 |
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06/29/2025