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To provide capital growth with the prospect of income, over the long term (at least five years) by investing in companies whose core products and services address global sustainability challenges. At least 70% of the Fund is invested in shares of companies based anywhere in the world whose core products and services address global sustainability challenges. 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. Companies must meet both a comprehensive financial assessment and environmental and social criteria including looking at a full range of ethical exclusions.
Name | Title | Since | Until |
---|---|---|---|
Noelle Guo | - | 2022 | Now |
Jon Wallace | - | 2020 | Now |
Biography | Jon joined Jupiter in 2009 and is an analyst in the Environment & Sustainability team. Before joining Jupiter, Jon worked at Forum for the Future, a sustainability advisor to corporate and public organisations. Jon has a BA in Economics and History from Oxford University, and an MSc in Environmental Technology from Imperial College, London. | ||
Charlie Thomas | CIO (Chief Investment Officer) | 2003 | 2021 |
Biography | Charlie joined EdenTree in June 2021 as CIO and has responsibility for the Investment Team. Charlie is also Co-Manager of the EdenTree Green Future Fund, launched in 2022 and has more than two decades of investment management experience to the firm, most recently, as Head of Strategy, Environment and Sustainability at Jupiter Asset Management where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a masters in Environmental Technology from Imperial College London. |
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