Jupiter Global Ecology Growth Class D EUR A Inc DistRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 21.2 | 20.3 | -12.9 | 10.8 | 6.8 | |
+/-Cat | -7.6 | 5.3 | 0.0 | 6.0 | 2.4 | |
+/-B’mrk | 9.0 | 0.7 | -5.2 | -4.4 | -2.3 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 23/04/2024 | EUR 20.01 | |
Day Change | 0.12% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU1074971612 | |
Fund Size (Mil) 23/04/2024 | EUR 17.78 | |
Share Class Size (Mil) 23/04/2024 | EUR 0.14 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.20% |
Investment Objective: Jupiter Global Ecology Growth Class D EUR A Inc Dist |
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 01/09/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Ecology Growth Class D EUR A Inc Dist | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Waste Connections Inc | Industrials | 3.42 |
Republic Services Inc | Industrials | 3.27 |
Xylem Inc | Industrials | 3.21 |
Prysmian SpA | Industrials | 3.20 |
Schneider Electric SE | Industrials | 3.15 |
Increase Decrease New since last portfolio | ||
Jupiter Global Ecology Growth Class D EUR A Inc Dist |