Jupiter Ecology

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Jupiter Ecology Fund I Acc

Category Sector Equity Ecology
Sustainability Focus


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

729.19p

arrow-down-1.96p (-0.27%)

Fund Code

JUECA

B4KLC26

GB00B4KLC262

Prices updated as at 11 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.

Annual performance (%)

YearThis fundSector Equity Ecology
30 Sep 13 - 30 Sep 143.265.58
30 Sep 14 - 30 Sep 15-0.54-2.84
30 Sep 15 - 30 Sep 1628.3530.44
30 Sep 16 - 30 Sep 1715.2114.03
30 Sep 17 - 30 Sep 182.145.35
30 Sep 18 - 30 Sep 196.295.89
30 Sep 19 - 30 Sep 209.0815.06
30 Sep 20 - 30 Sep 2130.2922.65
30 Sep 21 - 30 Sep 22-9.18-11.21
30 Sep 22 - 30 Sep 234.601.38
30 Sep 23 - 30 Sep 2419.5311.50

Trailing returns (%)

YearThis fundSector Equity Ecology
1 Day-0.27-0.11
1 Month-0.170.23
3 Months0.774.39
6 Months-0.261.14
1 Year15.0310.18
3 Years annualised1.63-1.96
5 Years annualised9.506.97
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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