Better Health for All

Jupiter Fund Management Plc operates as an asset manager, offering investment funds.

Its core business activities and products are financial in nature and do not directly involve health-related services, products, or data. Consequently, its operations do not typically generate direct health impacts, safety concerns, or require specific health-related disclosures, rendering many KPIs not applicable. While Jupiter offers specific funds, such as the Jupiter Systematic Healthcare Innovation Fund , Jupiter Global Sustainable Equities Fund , and Jupiter Green Investment Trust , that invest in companies contributing to healthcare innovation, preventative healthcare, and environmental sustainability with indirect health benefits, the provided articles do not offer quantitative data on the proportion of these funds relative to Jupiter's total product portfolio or AUM. This lack of specific, quantifiable evidence prevents scoring KPIs related to direct health impact, innovation investment, externalities, or preventative measures beyond the 'not applicable' or 'neutral' tiers.

Fair Money & Economic Opportunity

Jupiter Fund Management Plc is an asset management group and does not offer consumer lending or deposit services. Consequently, there are no APRs or fee structures to evaluate for pricing fairness, nor is there revenue from high-cost financial products or penalty fees. The company does not provide debt products to consumers, making the debt burden ratio not applicable. As its core business lies outside direct consumer finance, there are no dedicated inclusion programs related to a loan/insurance book, and it is not regulated as a lender, so no fair-lending history is available. Furthermore, the company does not operate financial service access points, making geographic inclusion not applicable. While Jupiter has a financial literacy programme for young people in local communities

and has joined the dormant asset scheme which channels funds into financial inclusion and literacy, specific quantitative data on the reach or outcomes of these initiatives is not provided. There is also no evidence regarding the share of Jupiter's own customers from underserved segments, customer data portability or control, specific wealth-building outcomes for users, profit reinvestment in community finance or profit-sharing, or product complexity measured against readability standards.

Fair Pay & Worker Respect

In March 2018, the company disclosed a 38% gender pay gap, meaning women earned 62% of men's pay, and an 84% mean bonus pay gap.

The then-CEO committed to increasing female representation in senior roles and eradicating the gap. Since 2018, Jupiter has published annual Gender Pay Gap Reports, including ethnicity data in 2023, and has implemented initiatives to address these disparities.

Fair Trade & Ethical Sourcing

As a fund management group, Jupiter does not procure or trade physical commodities, rendering several KPIs not applicable, including fair-trade certified spend, supply chain traceability, and high-risk material sourcing. In 2023, there were no reported instances of modern slavery or human trafficking in Jupiter's business or supply chains, meaning no remediation processes were required.

The company conducts an annual cycle of ongoing due diligence with key suppliers, reviewing 15 suppliers in 2023 as part of this process. Jupiter publishes a Supplier Code of Conduct, which suppliers are asked to adhere to, and adherence is considered during supplier selection and contract renewal, with non-compliance potentially leading to contract termination.

Honest & Fair Business

Jupiter Fund Management Plc was awarded the Fair Tax Mark in October 2022, becoming the first global fund manager to achieve this.

This accolade reflects its responsible tax conduct and transparency in publishing country-by-country financial performance and tax contribution. The company implemented a Responsible Investment Policy in June 2023, integrating ESG factors with a focus on corporate governance. It demonstrates a commitment to ethical practices through regulatory compliance, proactive engagement with regulators, and initiatives to mitigate financial crime risk. Transparency is emphasized through adherence to TCFD requirements and detailed risk management in annual financial reports. Ethical oversight is maintained via a conduct risk dashboard. Jupiter is a UN Global Compact Signatory and released a Modern Slavery and Human Trafficking Statement in January 2023, detailing efforts to combat modern slavery within its operations and supply chains.

Kind to Animals

Jupiter Fund Management Plc is a service-oriented company, meaning many direct animal welfare metrics are not applicable to its own operations. The company applies an exclusion standard for animal testing for cosmetic and toiletry products when selecting companies for investment.

Jupiter is exploring routes for an investor-focused collaboration engagement with UK supermarkets and the Government regarding the decline of the River Wye, an issue linked to livestock manure.

No War, No Weapons

Jupiter Fund Management Plc's core business is fund management, and there is no evidence that the company itself derives revenue from arms or defense contracts, nor does it have defense assets to divest. The company's Responsible Investment Policy explicitly excludes investments in companies involved in controversial weapons like cluster munitions and anti-personnel mines

. The Jupiter Environmental Income Fund also excludes investments in companies deriving over 10% of their turnover from armaments . Jupiter is a signatory to the United Nations Global Compact (UNGC), committing to upholding human rights in its business operations, supply chains, and portfolio companies . A Responsible Investment Forum (RIF) reviews and investigates UNGC matters related to target portfolio companies and existing investments . The company publishes a Modern Slavery Statement , reporting no instances of modern slavery in 2023 and a 100% training completion rate for 70 employees . While Jupiter has policies to exclude investments in controversial weapons, specific quantitative data regarding its exposure to defense-related investments is not publicly disclosed, and there is no evidence of external verification of zero exposure.

Planet-Friendly Business

Jupiter Fund Management Plc adheres to the Task Force on Climate-Related Financial Disclosures (TCFD) framework

and provides a standalone Group report on its climate strategies . However, the provided evidence does not specify if climate scenario analysis is included or peer-reviewed within these disclosures.

Respect for Cultures & Communities

Jupiter Fund Management Plc demonstrates a commitment to respecting cultures and communities primarily through its responsible investment practices and policies. The company has been a signatory to the UN Global Compact since 2021, committing to uphold human rights in its operations and supply chains.

Its Responsible Investment Charter advocates for Free, Prior and Informed Consent (FPIC) principles and honoring indigenous community requests to preserve heritage sites for investee mining companies. Jupiter also integrates human rights into its sovereign debt analysis, using a proprietary framework to categorize sovereigns based on human rights practices. The company's 2022 Sustainability Report aligns with GRI, SASB, and UNSDGs. However, specific quantitative data regarding Jupiter's direct operational engagement with local communities, cultural impact assessments, local employment, or other direct community-related metrics is not provided.

Safe & Smart Tech

Jupiter Fund Management Plc demonstrates strong regulatory compliance, adhering to stringent data protection regulations such as the General Data Protection Regulation (GDPR).

In 2023, the company proactively canceled a $2.58 million investment in a Ripple XRP product, incurring a loss of $834, upon identifying compliance issues related to crypto investment regulations in Ireland. The company has also achieved certification under the UK government's 'Cyber Essentials Plus' scheme, reflecting its dedication to reducing cyber incidents.

Zero Waste & Sustainable Products

Jupiter Fund Management Plc is a fund management group and does not produce physical goods. The provided articles focus on the company's investment strategies, such as the Jupiter Ecology Fund and Jupiter Global Sustainable Equities Fund, which invest in companies addressing environmental challenges, waste reduction, and resource efficiency.

While Jupiter demonstrates a commitment to sustainability through ESG integration, net-zero emissions targets, and energy efficiency measures in its offices, there is no specific evidence regarding its own operational waste diversion rates, product recyclability, packaging sustainability, or other waste-related metrics for its direct operations or financial products.