Jupiter Ecology Inc

Performance History31/12/2020
Growth of 1,000 (GBP) Advanced Graph
Jupiter Ecology Inc
Fund20.312.9-14.626.120.5
+/-Cat-1.4-2.8-3.82.5-8.3
+/-B’mrk-8.01.1-11.53.38.2
 
Key Stats
NAV
22/01/2021
 GBX 527.05
Day Change -0.32%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN GB0005812150
Fund Size (Mil)
31/12/2020
 GBP 647.09
Share Class Size (Mil)
22/01/2021
 GBP 78.73
Max Initial Charge -
Ongoing Charge
31/07/2020
  1.68%
Investment Objective: Jupiter Ecology Inc
The Fund aims to provide capital growth with the prospect of income, over the long term (at least five years) by investing in companies whose core products and services address global sustainability challenges. At least 70% of the Fund is invested in shares of companies based anywhere in the world whose core products and services address global sustainability challenges. 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. Companies must meet both a comprehensive financial assessment and environmental and social criteria including looking at a full range of ethical exclusions.
Returns
Trailing Returns (GBP)22/01/2021
YTD4.19
3 Years Annualised9.93
5 Years Annualised14.40
10 Years Annualised9.24
12 Month Yield 0.00
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Charlie Thomas
30/09/2003
Inception Date
31/03/1988
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE ET100 TR GBPMSCI World 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 Inc30/11/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.420.0097.42
Bond0.860.040.82
Property0.000.000.00
Cash4.012.271.74
Other0.060.040.02
Top 5 Regions%
United States36.77
Europe - ex Euro21.32
Eurozone18.45
Japan10.63
United Kingdom6.14
Top 5 Sectors%
Industrials60.46
Technology12.52
Basic Materials8.57
Utilities7.42
Consumer Cyclical6.30
Top 5 HoldingsSector%
Vestas Wind Systems A/SIndustrialsIndustrials4.96
Orsted A/SUtilitiesUtilities4.37
Azbil CorpIndustrialsIndustrials3.80
Regal Beloit CorpIndustrialsIndustrials3.11
Schneider Electric SeIndustrialsIndustrials3.06
Jupiter Ecology Inc

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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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