Jupiter Global Ecology Growth Class L USD AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.4 | 18.2 | -13.4 | 9.9 | 5.7 | |
+/-Cat | -8.4 | 3.2 | -0.4 | 5.1 | 3.7 | |
+/-B’mrk | 8.2 | -1.5 | -5.6 | -5.3 | -0.9 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 17/05/2024 | USD 17.14 | |
Day Change | -1.33% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU0300038618 | |
Fund Size (Mil) 17/05/2024 | EUR 18.59 | |
Share Class Size (Mil) 17/05/2024 | USD 2.90 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.22% |
Investment Objective: Jupiter Global Ecology Growth Class L USD Acc |
To generate long term capital appreciation and income investing primarily in global equity securities that focus on making a positive impact towards environmental and sustainable objectives. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jon Wallace 31/12/2020 | ||
Noelle Guo 01/07/2022 | ||
Inception Date 13/05/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Ecology Growth Class L USD Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Waste Connections Inc | Industrials | 3.24 |
Republic Services Inc | Industrials | 3.21 |
Acuity Brands Inc | Industrials | 3.08 |
Clean Harbors Inc | Industrials | 3.02 |
Veolia Environnement SA | Industrials | 3.00 |
Increase Decrease New since last portfolio | ||
Jupiter Global Ecology Growth Class L USD Acc |