Jupiter Global Sustainable Equities Fund T Inc

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Performance History30/04/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter Global Sustainable Equities Fund T Inc
Fund18.819.2-10.75.83.1
+/-Cat-4.94.77.4-10.3-2.9
+/-B’mrk-1.28.3-16.5-3.9
 
Key Stats
NAV
17/05/2024
 GBX 89.71
Day Change -0.48%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN GB00BFWVP664
Fund Size (Mil)
16/05/2024
 GBP 467.23
Share Class Size (Mil)
17/05/2024
 GBP 15.35
Max Initial Charge -
Ongoing Charge
16/02/2024
  0.71%
Investment Objective: Jupiter Global Sustainable Equities Fund T Inc
The Fund aims to provide a return, net of fees, that is higher than that provided by the MSCI AC World Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies which offer the potential for growth and that meet the Fund’s environmental, social and governance (“ESG”) requirements based anywhere in the world. 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.
Returns
Trailing Returns (GBP)17/05/2024
YTD6.65
3 Years Annualised5.30
5 Years Annualised9.23
10 Years Annualised-
12 Month Yield 1.47
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Abbie Llewellyn-Waters
09/04/2018
Inception Date
09/04/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR GBPMorningstar Gbl Growth TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter Global Sustainable Equities Fund T Inc31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.460.0098.46
Bond0.000.000.00
Property0.000.000.00
Cash1.540.001.54
Other0.000.000.00
Top 5 Regions%
United States62.39
Europe - ex Euro11.95
Eurozone8.09
Australasia7.00
Japan5.07
Top 5 Sectors%
Technology26.48
Healthcare22.85
Financial Services18.74
Industrials11.15
Basic Materials8.11
Top 5 HoldingsSector%
Danaher CorpHealthcareHealthcare4.75
Agilent Technologies IncHealthcareHealthcare4.50
Sherwin-Williams CoBasic MaterialsBasic Materials4.43
Chubb LtdFinancial ServicesFinancial Services4.29
Accenture PLC Class ATechnologyTechnology4.25
Jupiter Global Sustainable Equities Fund T Inc

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