Jupiter Ecology Fund L AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.6 | 18.5 | -13.0 | 11.1 | 6.4 | |
+/-Cat | -8.3 | 3.5 | -0.1 | 6.2 | 2.0 | |
+/-B’mrk | 8.3 | -1.2 | -5.3 | -4.2 | -2.7 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 19/04/2024 | GBX 597.28 | |
Day Change | -0.39% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BF154N96 | |
Fund Size (Mil) 17/04/2024 | GBP 699.89 | |
Share Class Size (Mil) 18/04/2024 | GBP 44.65 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.70% |
Investment Objective: Jupiter Ecology Fund L Acc |
To provide capital growth with the prospect of income, over the long term (at least five years) by investing in companies whose core products and services address global sustainability challenges. At least 70% of the Fund is invested in shares of companies based anywhere in the world whose core products and services address global sustainability challenges. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. Companies must meet both a comprehensive financial assessment and environmental and social criteria including looking at a full range of ethical exclusions. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jon Wallace 31/12/2020 | ||
Noelle Guo 01/07/2022 | ||
Inception Date 09/02/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Ecology Fund L Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Waste Connections Inc | Industrials | 3.44 |
Republic Services Inc | Industrials | 3.42 |
Prysmian SpA | Industrials | 3.25 |
Xylem Inc | Industrials | 3.24 |
Schneider Electric SE | Industrials | 3.19 |
Increase Decrease New since last portfolio | ||
Jupiter Ecology Fund L Acc |