Jupiter Ecology Fund I Acc

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
Jupiter Ecology Fund I Acc
Fund19.6-12.312.13.55.8
+/-Cat4.50.77.20.71.7
+/-B’mrk-0.1-4.5-3.2-15.81.7
 
Key Stats
NAV
14/02/2025
 GBX 744.89
Day Change 0.29%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN GB00B4KLC262
Fund Size (Mil)
31/01/2025
 GBP 686.45
Share Class Size (Mil)
14/02/2025
 GBP 319.21
Max Initial Charge -
Ongoing Charge
29/11/2024
  0.80%
Investment Objective: Jupiter Ecology Fund I Acc
To provide capital growth (with the prospect of income) over the long term (at least five years) by investing globally in companies that generate or enable positive solutions to climate change and/or environmental degradation through their products and services in clean energy, green mobility, green buildings and industry, sustainable agriculture and land, sustainable oceans and freshwater systems or the circular economy. At least 70% of the Fund is invested directly in the shares of Environmental Solutions Companies based anywhere in the world. Up to 30% of the Fund may be invested in other assets such as closed-ended funds (including funds managed or operated by Jupiter or an associate of Jupiter), or shares of companies that have a 20-50% revenue alignment to the provision of solutions to climate change and/or environmental degradation and cash, near cash, money market instruments and deposits.
Returns
Trailing Returns (GBP)14/02/2025
YTD6.02
3 Years Annualised8.35
5 Years Annualised8.86
10 Years Annualised9.23
12 Month Yield 0.40
Management
Manager Name
Start Date
Jon Wallace
31/12/2020
Noelle Guo
01/07/2022
Inception Date
15/06/2009
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR GBPMorningstar Global TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter Ecology Fund I Acc31/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.790.0096.79
Bond0.100.000.10
Property0.000.000.00
Cash3.220.133.09
Other0.020.000.02
Top 5 Regions%
United States45.55
Europe - ex Euro21.00
Eurozone15.87
Japan6.61
Canada6.43
Top 5 Sectors%
Industrials60.68
Technology19.02
Basic Materials13.01
Utilities4.05
Consumer Cyclical3.22
Top 5 HoldingsSector%
Republic Services IncIndustrialsIndustrials3.59
Clean Harbors IncIndustrialsIndustrials3.58
Prysmian SpAIndustrialsIndustrials3.46
Schneider Electric SEIndustrialsIndustrials3.42
Waste Connections IncIndustrialsIndustrials3.34
Jupiter Ecology Fund I Acc

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* 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 L Inc (ISIN: GB0005812150), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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