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

721.77p

arrow-up4.52p (+0.63%)

Fund Code

JUECA

B4KLC26

GB00B4KLC262

Prices updated as at 10 Jan 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 30/11/2024

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Medium growth

23.92%

% Weight
Value
Core
Growth
Large

6

16

19

Medium

1

14

24

Small

0

12

7

Valuation

Jupiter Ecology Fund I Acc
Sector Equity Ecology

20.53

20.53
20.30

2.05

2.05
2.08

2.89

2.89
3.00

13.47

13.47
13.15

Growth rate

Jupiter Ecology Fund I Acc
Sector Equity Ecology

11.22%

11.22%
10.68%

1.30%

1.30%
1.68%

12.52%

12.52%
9.30%

Top 10 holdings

1
Clean Harbors Inc
Sector
-
Country
United States
% of assets
3.76196
2
Republic Services Inc
Sector
-
Country
United States
% of assets
3.64925
3
Waste Connections Inc
Sector
-
Country
Canada
% of assets
3.53368
4
Owens-Corning Inc
Sector
-
Country
United States
% of assets
3.36975
5
Prysmian SpA
Sector
-
Country
Italy
% of assets
3.32519
6
Schneider Electric SE
Sector
-
Country
France
% of assets
3.26336
7
Acuity Brands Inc
Sector
-
Country
United States
% of assets
3.24651
8
Trimble Inc
Sector
-
Country
United States
% of assets
3.12555
9
Linde PLC
Sector
-
Country
United States
% of assets
2.999
10
Veralto Corp
Sector
-
Country
United States
% of assets
2.9044
Assets in top 10 holdings %

33.18%

Total no. of equity holdings

42.00

Total no. of bond holdings

-

Stock sectors

Jupiter Ecology Fund I Acc
Sector Equity Ecology

15.68%

Basic materials

12.73%
-

Con cyclical

2.92%
-

Financial svs

-
-

Real estate

0.03%
-

79.79%

Comm services

-
-

Energy

-
-

Industrials

61.73%
-

Technology

18.06%
-

4.52%

Con defensive

-
-

Healthcare

-
-

Utilities

4.52%
-


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