MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is toprovide a return, net of fees, that is higher than that provided by the MSCI AC World Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of companies which offer the potential for growth and that meet the Fund's environmental, social and governance ("ESG") considerations based anywhere in the world. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund Managers

Abbie Llewellyn-Waters

Abbie Llewellyn-Waters joined Jupiter in 2006 and is a global equities portfolio manager in the Global Sustainable Equity Team. She manages the Jupiter Global Sustainable Equities Fund and has been a lead portfolio manager of institutional funds since 2012. Abbie was previously co-manager of the multi-asset Jupiter Global Ecology Diversified Fund. Abbie has been awarded Impact Manager of the Year, 2019 – LAPF Awards, also in 2017, Abbie was awarded both Fund Manager of the Year and Investment Woman of the Year at Investment Week’s inaugural Women in Investment Awards. Abbie is also a contributing member of several industry initiatives: for example, she is an Ambassador for the Diversity Project and a member of the 30% Club UK Investor Group. She has a degree in Classics from University College, London.