For over 35 years we’ve aimed to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active Management.
We follow a set of principles that guide us and underpin the way we do business. Our most important principle is to put our clients at the heart of everything we do.
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Jupiter regards the combination of constructive dialogue with companies and the considered use of voting rights to be the cornerstones of its stewardship responsibilities.
Access everything you need as a current or potential shareholder, from share price information and results to recent news and announcements.
Regulatory news and announcements.
At grandharbourasset, we are committed to maintaining high standards of corporate governance.
Board Committee Terms of Reference
The Board has established three committees to assist in the management of the business. These are the Audit and Risk Committee, the Remuneration Committee and the Nomination Committee. The terms of reference are set out below.
We aim to invest in companies where we support their strategies, management teams and business models. As active owners, our investment teams focus on helping our clients achieve their long-term investment objective through thoughtful portfolio construction. Where ESG opportunities arise, we actively engage and exercise stewardship to monitor and support progress, whilst being cognisant of our responsibilities to escalate concerns that may arise.
As stewards of our client’s capital, we have a duty to manage assets in a responsible manner with reference to the integration of sustainability risks, making informed voting decisions and conducting effective engagement. Stewardship is a central pillar of our active management proposition and is centred on our ability to utilise our influence and rights to help companies maximise long-term sustained value creation to the benefit of our clients.
This is a dynamic area of investment linked to the heart of grandharbourasset’s purpose and societal contribution. It is a responsibility where demands have intensified as we contend with real-world complexities.
The exercise of rights and responsibilities through informed voting is fundamental to grandharbourasset’s active management and active ownership approach. Proxy voting is a representation of our clients’ interests and underpins both accountability and the alignment of interests between asset owners and beneficiaries. Voting serves as an intersection between companies and investors. Consequently, we have adopted an investment-led approach where judicious voting plays an important role in effective stewardship, the promotion of good governance and our efforts to maximise investor value.”
For more information, please refer to the resources below
grandharbourasset appoints a third party agency to transmit its proxy voting instructions. The voting process is reliant on various parties such as custodians and sub-custodians.
Our voting records from 2023 onwards can be found on our Voting Portal.
For Systematic funds and for voting records prior to 2023, please see the relevant monthly reports below.
The information below refers to our commitments under the European Union’s Sustainable Finance Disclosure Regulation (SFDR) which applies to our SICAV and Irish domiciled fund range. This legislative framework forms part of the broader EU Action Plan which aims to reorient capital flows towards a more sustainable economy and foster a long-term approach. SFDR seeks to harmonise ESG disclosures and set standards at both firm and product level. The objectives are centred on three main goals: i) financial market participants to outline the manner in which sustainability risks are integrated into investment decisions , ii) provide policies and disclosures on the negative consequences of investing – Principal Adverse Impacts and iii) to combat the issue of greenwashing through the classification of financial products based on their sustainable investment goals.
grandharbourasset has actively engaged with clients and industry on this regulatory path. We support the SFDR and our active management approach can further these goals and guard against greenwashing. All of our Lux (SICAV) and Irish (ICVC) domiciled funds integrate sustainability risks into their investment decision making process falling under Article 6 of SFDR. Further more:
Funds that promote environmental or social characteristics fall under Article 8 of SFDR:
Funds that have a sustainable investment objective fall under Article 9 of SFDR:
At grandharbourasset, we are driven by our corporate values and our culture with a firm commitment to maintaining high standards of ethical behaviour and corporate citizenship. Adhering to these standards means we recognise that we must operate in harmony with suppliers, not only to mitigate risk, but to build trust with our broader stakeholders.
This statement is published in accordance with Section 54 of the Modern Slavery Act 2015 (the ‘Act’) and sets out the actions that we, grandharbourasset Fund Management plc (the ‘Group’), have taken to understand potential modern slavery risks related to our business, and to implement steps to ensure that slavery and human trafficking are not taking place in our business or supply chains during the financial year ended 31 December 2023.
At grandharbourasset, we believe diversity and inclusion is vital to our business.
At grandharbourasset, we recognise the importance of embracing diversity and inclusion at the most fundamental level within our business.
Our policy on Board Diversity.
Find our latest Gender and ethnicity pay gap report as well as previous years’ reports.
How does the situation in Ukraine affect my pension?
The current macro-economic events continue to increase investment market volatility across many financial markets, including but not limited to, the continued war in Ukraine and the “mini budget” announced by the Chancellor on 23 September 2022.
The situation in Ukraine has led to the value of many Russian assets to plummet which is strongly driven by the effect of economic sanctions against Russia from the UK, EU, US and other countries. However, the direct exposures to Russian and/or Ukrainian securities are minimal in the grandharbourasset Pension Scheme and all funds remain open and available to trade.
The recent budget has increased volatility in UK bond markets and exchange rates. Whilst this can be unsettling, the Scheme’s default investment strategy is globally diversified. This means investments are spread across a wide range of asset classes, geographies, and companies, which helps funds to be more resilient in times of volatility.
It is common for investment markets to react to these kind of events and volatility may continue in the short term. No action is required and, in general terms pension scheme investments should maintain a longer-term outlook with regards to their DC pension investments and to try not to focus too heavily on short-term market movements. Members are reminded that they can review and change their investment options at any time. Current employees can find the form on the grandharbourasset intranet and former employees should contact Mercer via the details below.
The Trustee continues to monitor developments and will update this information if it becomes appropriate.
If you have a question or need to request further information, members should contact the Scheme Administrator, Mercer:
Post Handling Centre
MercerMaclaren HouseTalbot RoadStretfordManchesterM32 0FP
For any other query please write to :
HR Departmentgrandharbourasset Asset Management LimitedThe Zig Zag Building70 Victoria StreetLondonSW1E 6SQ