Jupiter Ecology Fund I AccRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.6 | -12.3 | 12.1 | 3.5 | 5.8 |
![]() | +/-Cat | 4.5 | 0.7 | 7.2 | 0.7 | 1.7 |
![]() | +/-B’mrk | -0.1 | -4.5 | -3.2 | -15.8 | 1.7 |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
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 | |||||||||||||
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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 Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Ecology Fund I Acc | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.59 |
![]() | ![]() | 3.58 |
![]() | ![]() | 3.46 |
![]() | ![]() | 3.42 |
![]() | ![]() | 3.34 |
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Jupiter Ecology Fund I Acc |