Jupiter Global Elgy Div D GBP Acc HSC

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.19
  • 3 Year alpha3.65
  • Distribution Typeaccumulation
  • BenchmarkICE BofAML Global Cp & HY TR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF0.86%
  • IA Sector-
  • Manager GroupJupiter
  • DomicileLuxembourg
  • ISINLU1388737816

Investment Strategy

To generate long-term capital appreciation and income investing primarily in global equity and fixed income securities, that focus on making a positive impact towards environmental and sustainable objectives. The Fund will invest at least 90% of its Net Asset Value in global equity and fixed income securities meeting the criteria of the thematic strategy (“Criteria”). The applicable thematic strategy aims to deliver capital appreciation and income by investing across equity and fixed income securities substantially focussed on activities either generating directly, or indirectly enabling, a positive impact across the sustainable themes of: clean energy; water (protection of water and marine resources); circular economy; sustainable mobility; environmental services, energy efficiency, and sustainable nutrition, agriculture and health. The Criteria will be binding on the Investment Manager.

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