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Jupiter Ecology Fund I Acc

Performance History31/05/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter Ecology Fund I Acc
Fund30.52.14.721.38.6
+/-Cat4.80.10.7-0.3-1.1
+/-B’mrk6.2-9.4-0.2-6.93.0
 
Key Stats
NAV
22/06/2017
 GBX 420.36
Day Change -0.26%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN GB00B4KLC262
Fund Size (Mil)
31/05/2017
 GBP 566.42
Share Class Size (Mil)
31/05/2017
 GBP 201.40
Max Initial Charge -
Ongoing Charge
10/02/2017
  0.78%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

Jupiter Ecology is a worthy proposition for investors seeking dedicated exposure to environmental-related equities.

Charlie Thomas heads the environmental investment team and has been lead manager since 2003. He boasts more than 19 years'...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformanceNeutral
PricePositive
Investment Objective: Jupiter Ecology Fund I Acc
The objective of the Fund is to achieve long-term capital appreciation together with a growing income consistent with a policy of protecting the environment. The Fund´s investment policy is to invest worldwide in companies which demonstrate a positive commitment to the long-term protection of the environment.
Returns
Trailing Returns22/06/2017
YTD10.63
3 Years Annualised12.42
5 Years Annualised14.97
10 Years Annualised*6.26
12 Month Yield 0.65
Management
Manager Name
Start Date
Charlie Thomas
30/09/2003
Inception Date
15/06/2009
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World TR GBPMSCI World NR USD
Portfolio Profile for  Jupiter Ecology Fund I Acc31/05/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock91.390.0091.39
Bond0.680.040.64
Property0.000.000.00
Cash142.21135.646.57
Other2.601.191.40
Top 5 Regions%
United States39.93
United Kingdom16.33
Eurozone15.39
Japan13.56
Europe - ex Euro10.40
Top 5 Sectors%
Industrials57.05
Technology11.38
Consumer Cyclical8.47
Utilities8.19
Basic Materials7.10
Top 5 HoldingsSector%
Vestas Wind Systems A/SIndustrialsIndustrials3.43
Cranswick PLCConsumer DefensiveConsumer Defensive3.23
A.O. Smith CorpIndustrialsIndustrials3.14
LKQ CorpConsumer CyclicalConsumer Cyclical2.82
Atkins (WS) PLCIndustrialsIndustrials2.37
Jupiter Ecology Fund I Acc
* This share class has performance data calculated prior to the inception date, 2009-06-15. This is based upon a simulated/extended track record, using the track record of Jupiter Ecology (ISIN: GB0005812150), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.