Jupiter Global Sustainable Equities Fund I IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 18.9 | -10.9 | 5.5 | 2.8 | |
+/-Cat | - | 4.3 | 7.2 | -10.5 | -3.3 | |
+/-B’mrk | - | 0.8 | 8.1 | -16.8 | -4.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 17/05/2024 | GBP 1.47 | |
Day Change | -0.47% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BKPX3L57 | |
Fund Size (Mil) 16/05/2024 | GBP 467.23 | |
Share Class Size (Mil) 17/05/2024 | GBP 38.05 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.97% |
Investment Objective: Jupiter Global Sustainable Equities Fund I 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 | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Abbie Llewellyn-Waters 09/04/2018 | ||
Inception Date 09/04/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Sustainable Equities Fund I Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Danaher Corp | Healthcare | 4.75 |
Agilent Technologies Inc | Healthcare | 4.50 |
Sherwin-Williams Co | Basic Materials | 4.43 |
Chubb Ltd | Financial Services | 4.29 |
Accenture PLC Class A | Technology | 4.25 |
Increase Decrease New since last portfolio | ||
Jupiter Global Sustainable Equities Fund I Inc |