Bringing you live news and features since 2006 

Jupiter launches multi-asset ecology fund


Nearly 30 years after launching one of the first funds to focus on environmental investing, Jupiter has launched the Jupiter Global Ecology Diversified SICAV fund.

The new fund invests across the asset class spectrum and is managed by Charlie Thomas, Abbie Llewellyn-Waters and Rhys Petheram.
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 per cent in fixed income, including bonds, labelled green bonds and convertibles which is managed by Petheram, and 40 per cent in stocks, co-managed by Thomas and Llewellyn-Waters.
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.
Thomas says: “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, says: “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.”

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by