Jupiter Ecology Fund L Inc

Category Sector Equity Ecology
Sustainability Focus


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Last buy/sell price

596.65p

arrow-up0.50p (+0.08%)

Fund Code

0581215

GB0005812150

Prices updated as at 24 Dec 2024
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Prices in GBX

Investment objective
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
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5 - year
Morningstar returnAverage
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10 - year
Morningstar returnAverage
Morningstar riskAverage
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Overall
Morningstar returnAverage
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Nov 2024

1 year3 years
-2.26-7.42
0.761.11
-0.86-0.85
28.4164.00
1.02-0.06
10.9915.08
9.489.07


Important Information

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