Jupiter launches multi-asset ecology fund

Capitalises on transition to sustainable economy

Daniel Flynn
clock • 1 min read

Jupiter has launched a multi-asset Global Ecology Diversified under its SICAV umbrella, to be managed by Charlie Thomas, Abbie Llewllyn-Waters and Rhys Petheram.

The ecology fund aims to generate long-term capital appreciation and income by investing in a mixture of stocks and bonds belonging to companies which stand to benefit from the transition to a sustainable economy.

The managers seek to hold around 60% in fixed income, with this part of the portfolio managed by bond manager Petheram.

The remainder of the portfolio will be held in stocks, co-managed by Thomas and Llewellyn Waters, members of the company's environmental and sustainable investing team.

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The managers hope to offer investors exposure to long-term sustainable growth trends with lower-volatility and greater income generation potential when compared to traditional equity approaches.

When considering stocks for inclusion in the portfolio, the managers will look to find the best value along a company's capital structure across both equities and bonds to enhance returns.

Thomas said: "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."

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Kevin Scott, head of EMEA at Jupiter, said: "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."

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