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.

AXA IM to launch global smart beta ESG fund

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."

Jupiter CEO prepared for 'opportunistic hires' after strong 2015

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."

More on Global

Fund managers view spike in bond yields as biggest tail risk

Fund managers view spike in bond yields as biggest tail risk

BofA global fund manager survey

clock 15 September 2026 • 2 min read
G20 growth slows in Q2 on Middle East conflict with Saudi Arabia worst hit

G20 growth slows in Q2 on Middle East conflict with Saudi Arabia worst hit

OECD report

Jack Roach
clock 14 September 2026 • 1 min read
Global dividend payments rise 10.1% year-on-year as share buybacks decline

Global dividend payments rise 10.1% year-on-year as share buybacks decline

Inaugural Janus Henderson report

Michael Nelson
clock 21 July 2026 • 2 min read
Trustpilot