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

680.89p

arrow-down-4.23p (-0.62%)

Fund Code

JUECA

B4KLC26

GB00B4KLC262

Prices updated as at 07 May 2025
|
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.

Portfolio as of 28/02/2025

Asset allocation

Created with Highcharts 7.2.295.96% Stocks0.12% Bonds3.85% Cash0.06% Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.21.521.521.981.986.76.76.746.7415.6415.6421.5521.5545.8645.86Asia - EmergingAustralasiaCanadaJapanEurozoneEurope - ex EuroUnited States

Market classification (%)

Created with Highcharts 7.2.21.521.5298.4898.48EmergingDeveloped

Stock style

Medium growth

20.50%

% Weight
Value
Core
Growth
Large

6

20

14

Medium

6

12

20

Small

0

15

5

Valuation

Jupiter Ecology Fund I Acc
Sector Equity Ecology

20.72

20.72
18.98

2.08

2.08
2.07

2.71

2.71
2.79

12.78

12.78
11.79

Growth rate

Jupiter Ecology Fund I Acc
Sector Equity Ecology

9.59%

9.59%
10.11%

1.38%

1.38%
1.83%

10.20%

10.20%
9.52%

Top 10 holdings

Security nameSectorCountry% of assets
1Republic Services Inc-United States3.71
2Northern Trust Global US Dollar D-Ireland3.50
3Waste Connections Inc-Canada3.41
4Xylem Inc-United States3.35
5Schneider Electric SE-France3.25
6Clean Harbors Inc-United States3.24
7Linde PLC-United States3.19
8Novonesis (Novozymes) B Class B-Denmark3.13
9Veolia Environnement SA-France3.12
10Infineon Technologies AG-Germany3.09
Assets in top 10 holdings %

32.98%

Total no. of equity holdings

40.00

Total no. of bond holdings

-

Stock sectors

Jupiter Ecology Fund I Acc
Sector Equity Ecology

17.09%

Basic materials

13.72%
-

Con cyclical

3.35%
-

Financial svs

-
-

Real estate

0.03%
-

79.03%

Comm services

-
-

Energy

-
-

Industrials

60.06%
-

Technology

18.97%
-

3.88%

Con defensive

-
-

Healthcare

-
-

Utilities

3.88%
-


Important Information

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