Jupiter Ecology

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Jupiter Ecology Fund I Acc

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

746.57p

arrow-up3.93p (+0.53%)

Fund Code

JUECA

B4KLC26

GB00B4KLC262

Prices updated as at 01 Oct 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 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 02 Oct 2024, 01:10

Trailing returns (%) as of 02 Oct 2024, 01:10

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 2419.5311.53

Trailing returns (%)

YearThis fundSector Equity Ecology
1 Day-0.270.01
1 Month0.441.49
3 Months2.411.49
6 Months2.600.34
1 Year19.5311.09
3 Years annualised4.330.11
5 Years annualised10.046.82
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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