Jupiter Green : JGC

Research History

• 17 Oct 2023 14 min read

  QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023

  Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]

• 05 Jan 2023 90 min read

  QuotedData’s Economic and Political Monthly Roundup January 2023

  Economic and Political Monthly Roundup Investment companies | Monthly | January 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]

• 24 Nov 2020 2 min read

  QuotedData’s ESG Conference – week 1 Environmental day playback

  On the 24th November QuotedData hosted the first of three ESG focused webinars. This Environmental webinar began with an overview from the AIC on the growth of ESG in the sector and was followed by presentations and Q&As from 3 investment companies’ managers focused on providing renewables solutions such as wind farms, solar power and energy […]

• 01 May 2020 1 min read

  QuotedData’s weekly roundup show 1 May 2020

  James Carthew’s weekly news roundup show for Friday, 1 May, covers a wide range of topics and includes an interview with Magnus Spence, head of alternative investments at Jupiter Asset Management. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. Next week is VE […]

• 07 Feb 2020 7 min read

  QuotedData’s Investment Companies Roundup – February 2020

  Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide  New research  Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]

• 24 Jan 2020 20 min read

  QuotedData’s Investment Companies Annual Review – 2019

   In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]

• 10 Jan 2020 8 min read

  QuotedData’s economic roundup – January 2020

  Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]

• 07 Aug 2019 5 min read

  QuotedData’s economic roundup – August 2019

  Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

• 18 Jan 2019 1 min read

  QuotedData’s investment companies roundup – January 2019

  QuotedData’s investment companies roundup – January 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]

• 07 Mar 2018 1 min read

  QuotedData releases 2018 Investment Companies Guide

  QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide. Building on the success of last year’s publication and updated to reflect developments within the sector, the Guide harnesses QuotedData’s wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. Two versions: In PDF 2018 Investment Companies Guide Final Version Or Accessed Via […]

• 10 Jan 2018 1 min read

  QuotedData’s economic round up – January 2018

  QuotedData’s economic round up – January 2018 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 12 Jul 2017 2 min read

  QuotedData’s economic round up – July 2017

  QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 10 Jul 2017 1 min read

  Analyst Presentation Series – The QuotedData guide to quoted investment companies

  Next event: Part 3 webinar/conference call Tuesday 5 September 2017 at 2pm   QuotedData’s analysts are making a series of presentations based on our guide to investment companies. These are free, open to all and can be accessed either over the internet as a ‘webinar’ (see link below) or via  a conference call (see below for dial-in details). To […]

• 07 Dec 2016 1 min read

  QuotedData’s round up of views on the global economy – December 2016

  QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup

• 02 Nov 2016 1 min read

  QuotedData’s guide to analysing and selecting quoted investment companies

  The QuotedData independent guide to investment companies aims to help investors and financial advisers better understand investment companies and help them make better informed investment decisions. We hope that the guide will help clarify the jargon that appears in many of the communications from the investment world. It is designed to build investors’ knowledge, starting […]

News

• 26 Jul 2024 1 min read

  QuotedData’s weekly news show 26th July 2024

  Thank you to everyone that listened in today on our YouTube channel. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: Jupiter Green (0:25) Hammerson (6:37) Unite (11:20) This week’s interview was with Henry Butt from AEW UK REIT – watch it again here.

• 4 min read

  Jupiter Green’s board is “evaluating options for the future of the business”

  Jupiter Green (JGC) has published its annual results for the year ended 31 March 2024, during which its NAV has increased by 1.3% and its share price has fallen by 19.2%, both significantly underperforming the MSCI World Small Cap index, which returned 11.5%. The discount at the end of the year was 31.33%, having started […]

• 13 Jul 2023 2 min read

  Jupiter Green buoyed by narrower discount

  Jupiter Green Investment Trust has published results for the year ended 31 March 2023. In NAV terms the trust delivered a total return of -0.4%, outperforming the wider Global Small Cap index, which returned -3.1%. Shareholders benefited from an improved rating as the discount narrowed from 18.7% to 13.4%, the share price delivered a +6.7% […]

• 01 Mar 2023 2 min read

  QuotedData’s morning briefing 1 March 2023

  In QuotedData’s morning briefing 1 March 2023: Aquila Energy Efficiency (AEEE/AEET) did fail its continuation vote (as flagged 27 August). By 28 August 2023 (six months after the meeting), the directors will recommend to shareholders whether the company be reconstructed, re-organised or placed into liquidation, having explored all options and determined the best solution including […]

• 07 Dec 2022 1 min read

  QuotedData’s morning briefing 7 December 2022

  In QuotedData’s morning briefing 7 December 2022: Jupiter Green (JGC) has published its interim results for the six months ended 30 September 2022. During the period, JGC provided an NAV total return of -9.5%, which compares with a total return of -7.5% for JGC’s company’s benchmark index, the MSCI World Small Cap Total Return Index. […]

• 18 Jul 2022 2 min read

  Jupiter Green suffers from scaled back ambitions of US climate policy

  Jupiter Green suffers from scaled back ambitions of US climate policy – Jupiter Green (JGC) has posted its annual results for the year to 31 March 2022, during which time its NAV was down 3.3% while its share price was down 20.5%. This compares with a 2.6% return from its benchmark index, the MSCI World […]

• 14 Apr 2022 2 min read

  QuotedData’s morning briefing 14 April 2022

  In QuotedData’s morning briefing 14 April 2022: Jupiter Emerging and Frontier Income Trust’s (JEFI) board has looked at the candidates available for a rollover option and decided not to offer any of them. Shareholders will receive cash instead. A proposal to wind up the company will be put to a vote shortly – expect to […]

• 09 Apr 2021 2 min read

  QD View – Go Green?

  QD View – Go Green? Impax Environmental Markets is doing very well but is it too popular? It has been a short week and a quiet week in the investment companies market. Funds continue to report results for 2020, however, and the one that stood out for me this week was Impax Environmental Markets. Shareholders […]

• 22 Jan 2021 1 min read

  QuotedData’s weekly news show 22 January 2021

  QuotedData’s weekly news show 22 January 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew covered the week’s top stories: Jupiter Green’s new manager Hipgnosis – another acquisition and another fundraise River & Mercantile Micro Cap update Watch it […]

• 20 Jan 2021 1 min read

  Charlie Thomas leaving Jupiter

  Charlie Thomas leaving Jupiter – Jupiter Green Investment Trust’s board says that it has been advised by Jupiter Asset Management Limited, that Charlie Thomas, the fund manager of the company since 2006, will be leaving Jupiter to take on a new role. The board says it would like to extend its thanks to Charlie for his […]

• 20 Nov 2020 3 min read

  QD view – Looking after the environment

  Over the next few weeks, QuotedData is hosting a series of webinars focused on ESG – environmental, social and governance – aspects of investing that are increasingly important to investors. The first of these, on 24 November, will look at the ‘E’ in ESG. The main thrust of the debate around tackling the environmental issues […]

• 02 Sep 2020 2 min read

  Update from Jupiter Green ahead of continuation vote as COVID-19 accelerates structural sustainability changes

  Jupiter Green (JGC) released an update ahead of its continuation vote being held at the forthcoming annual general meeting on 16 September 2020. In summary, the board noted: “The COVID-19 crisis is accelerating a number of structural sustainability trends; as a result, the fund manager is increasing the portfolio’s allocation to smaller capitalization, higher growth […]

• 04 Jul 2019 3 min read

  No respite for Jupiter Green investors

  No respite for Jupiter Green investors – Jupiter Green’s results, covering the year ended 31 March 2019, offer little joy for its shareholders. the trust has underperformed its benchmark by 7.4% (returning -1.4% against 6.0% for the FTSE ET100 Total Return Index). The shares fell by 4.6% over the period, failing to react positively to […]

• 30 Nov 2016 1 min read

  Jupiter Green underperforms in first half

  During the six months to 30 September 2016 Jupiter Green’s net asset value per share increased by 16.5 per cent. (with dividends added back). This compares with a total return in the benchmark index, the MSCI World Small Cap Net Total Return Index of 20.9 per cent. over the same period. The mid market price of […]

• 27 Jun 2016 1 min read

  Jupiter Green reports modest outperformance

  Jupiter Green has published results for the year ending 31 March 2016. During the period under review, the total return on the net assets, adjusted for share cancellations decreased by 1.0 per cent. This compares with a decrease in the Company’s benchmark index, the MSCI World Small Cap Index Total Return of 2.4 per cent. […]

• 27 Nov 2015 1 min read

  Jupiter Green interims in-line with global small cap index

  Jupiter Green’s interim report, covering the six month ended 30 September 2015, shows the fund’s net asset value falling by 10.8% on a total return basis and a share price return of -11.5%. These figures compare to a -10.9% return on the MSCI World Small Cap Index. The manager’s report says “The Company lost ground, […]

• 14 Jul 2015 1 min read

  It hasn’t been Jupiter Green’s year

  Jupiter Green Investment Trust underperformed the MSCI World Small cap. Index by some margin over the course of the year ended 31 March 2015 delivering a return of 5.1% against the index’s 14.6%. The share price return was 4.4%. The dividend halved from 1.1p to 0.55p. Performance more or less offset buybacks to leave the […]

• 01 Dec 2014 1 min read

  Whole Foods holds back Jupiter Green

  JGC : Whole Foods holds back Jupiter Green Jupiter Green’s net asset value total return was -2.0% over the six months to the end of September 2014, a little less than the MSCI World Small cap. Index which returned -1.6% and the FTSE ET100 Index which was flat. The shares moved from trading at a discount to […]

• 23 Jun 2014 1 min read

  Jupiter Green Investment Trust : JGC – annual results

  Jupiter Green Investment Trust has published its results for the year that ended 31 March 2014. Over that period the fund outperformed the MSCI World Small cap. Index – the net asset value was up 16.5% compared to a 10.7% rise in the index. Shareholders also benefited from a narrowing of the fund’s discount (the […]

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• Tuesday 24th November 2020—Tuesday 8th December 2020
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In The Press

• 14 Mar 2022 1 min read

  The trusts with the biggest discount/premium changes since the crisis

  Kathleen Gallagher, Investment Week, 10 March 2022: Since Russia invaded Ukraine on 24 February, investment trusts have, unsurprisingly, seen big moves in their discounts and premiums, this is leading to some trusts looking expensive and others starting to look more appealing. The figures from the Association of Investment Companies and Morningstar excluded those with large […]

• 21 Jul 2021 1 min read

  The four cheap trusts for bargain-hunting investors

  Trustnet looks at the investment trusts that are looking cheaper than usual in July. By Rory Palmer, Reporter, Trustnet, 21 July 2021 Henderson Opportunities, Augmentum Fintech and BlackRock Energy and Resources were all significantly cheaper in June, according to QuotedData, and could represent good value for investors today. When a trust trades at a discount or […]

• 04 Jan 2021 1 min read

  2020’s investment trust winners: time to take profits?

  2020’s investment trust winners: time to take profits? December 30, 2020 By Dave Baxter The enormous sell-off that took hold in February and March was swiftly followed by a fierce rally that has come to dominate much of the year. MSCI World index rose by nearly 40 per cent in sterling terms between the start of […]

• 16 Nov 2020 1 min read

  Engines of growth: Investment trusts for responsible investing

  Engines of growth: Investment trusts for responsible investing By Mary McDougall, Investors Chronicle, 12 November 2020 Appetite for investment products with strong environmental, social and governance (ESG) credentials has boomed this year as the pandemic has put the need for a sustainable world under the spotlight. Enthusiasm has been helped by sustainable funds broadly outperforming their conventional peers […]

• 25 Aug 2020 1 min read

  Surviving the investment trust shake-up

  Surviving the investment trust shake-up By Dave Baxter Investors Chronicle, 7 Aug 2020 A ‘Darwinian’ process of corporate action and shareholder scrutiny has long prevented the UK’s investment trust universe from getting bloated. The sector consisted of just 395 closed-ended funds at the end of June, according to Association of Investment Companies (AIC) data. By contrast, UK […]

• 05 Aug 2020 1 min read

  Bargain Hunter: cheapest equity investment trusts revealed

  Bargain Hunter: cheapest equity investment trusts revealed by Kyle Caldwell from interactive investor | 4th August 2020 12:53 Research in the equity investment trust universe highlights the biggest potential bargains… Research for interactive investor by QuotedData screened the equity investment trusts with assets of at least £10 million for potential bargains. The data (as at 3 August) shows some trusts […]

• 29 Jul 2020 2 min read

  Investment trust insider on ESG

  Investment trust insider on ESG – James Carthew: ESG? Riverstone, you’re having a laugh Riverstone Energy (RSE) has just announced a deal whereby it, and other funds managed or advised by its investment manager, will refinance Enviva, a leading player in the manufacture of wood pellets. The pellets are burnt in power stations (like the UK’s […]

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