JSS Sustainable Equity - Green Planet Fund P EUR accRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 22.3 | 21.1 | -13.1 | 9.0 | 6.1 | |
+/-Cat | -6.6 | 6.1 | -0.2 | 4.1 | 1.7 | |
+/-B’mrk | 10.0 | 1.5 | -5.4 | -6.3 | -3.0 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 16/04/2024 | EUR 289.82 | |
Day Change | -0.83% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU0707700596 | |
Fund Size (Mil) 28/03/2024 | EUR 404.43 | |
Share Class Size (Mil) 28/03/2024 | EUR 41.02 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 08/04/2024 | 2.03% |
Investment Objective: JSS Sustainable Equity - Green Planet Fund P EUR acc |
The fund seeks to achieve long-term capital appreciation through global investments in equities of companies with revenues from products and services that are contributing to green solutions. The objective is to invest in a portfolio of companies of which the average share of «Green» revenues to total revenues is 30% across the portfolio. These companies may be characterised by their contribution to improving water, soil and air quality, preserving biodiversity or fighting against climate change. The fund mainly invests in four areas including ecosystem protection, resource efficiency, new energies and smart mobility. To align the Fund with the «Do No Significant Harm» principles, the eligible investment universe as defined by the proprietary JSS sustainability matrix avoids firms on the exclusion list as well as industry laggards and firms with weak ESG credentials. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Lurch 30/09/2020 | ||
Tomasz Godziek 01/06/2022 | ||
Inception Date 30/11/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JSS Sustainable Equity - Green Planet Fund P EUR acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Republic Services Inc | Industrials | 5.10 |
Microsoft Corp | Technology | 4.76 |
Siemens AG | Industrials | 3.83 |
PTC Inc | Technology | 3.65 |
Roper Technologies Inc | Technology | 3.60 |
Increase Decrease New since last portfolio | ||
JSS Sustainable Equity - Green Planet Fund P EUR acc |