This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
729.19p
-1.96p (-0.27%)
Fund Code
JUECA
B4KLC26
GB00B4KLC262
Prices updated as at 11 Dec 2024
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | Sector Equity Ecology |
---|---|---|
30 Sep 13 - 30 Sep 14 | 3.26 | 5.58 |
30 Sep 14 - 30 Sep 15 | -0.54 | -2.84 |
30 Sep 15 - 30 Sep 16 | 28.35 | 30.44 |
30 Sep 16 - 30 Sep 17 | 15.21 | 14.03 |
30 Sep 17 - 30 Sep 18 | 2.14 | 5.35 |
30 Sep 18 - 30 Sep 19 | 6.29 | 5.89 |
30 Sep 19 - 30 Sep 20 | 9.08 | 15.06 |
30 Sep 20 - 30 Sep 21 | 30.29 | 22.65 |
30 Sep 21 - 30 Sep 22 | -9.18 | -11.21 |
30 Sep 22 - 30 Sep 23 | 4.60 | 1.38 |
30 Sep 23 - 30 Sep 24 | 19.53 | 11.50 |
Trailing returns (%)
Year | This fund | Sector Equity Ecology |
---|---|---|
1 Day | -0.27 | -0.11 |
1 Month | -0.17 | 0.23 |
3 Months | 0.77 | 4.39 |
6 Months | -0.26 | 1.14 |
1 Year | 15.03 | 10.18 |
3 Years annualised | 1.63 | -1.96 |
5 Years annualised | 9.50 | 6.97 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.