Report

Seeking solutions to environmental challenges

Jupiter Green Investment Trust (JGC) seeks to achieve capital growth by investing in companies that provide solutions to environmental challenges. It is managed by members of the environmental and sustainability team at Jupiter, which launched the UK’s first environmental fund, Jupiter Ecology, in 1988. The portfolio is global and multi-cap, although because of a tilt towards smaller companies it uses the MSCI World Small Cap Index as a performance benchmark. Absolute returns have been positive over all periods from one month to 10 years (annualised for periods longer than one year), and an active discount control mechanism aims to keep the shares trading close to NAV.
Underlying
Jupiter Green Investment Trust

Jupiter Investment Trust is an investment trust company with its principal activity being portfolio investment. Co. invests globally in companies which have a focus on environmental solutions. Specifically, Co. invest across three key areas: infrastructure, resource efficiency and demographics. Co.'s portfolio focuses towards small and medium capitalisation companies. Co. invests primarily in securities which are quoted, listed or traded on a recognised exchange. Jupiter Unit Trust Managers Limited is appointed as Alternative Investment Fund Manager to Co.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Sarah Godfrey

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