Jupiter Ecology I Acc

Fund
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Fund Info

  • Yield History0.80%
  • 3 Year sharpe0.65
  • 3 Year alpha-5.28
  • Distribution Typeaccumulation
  • BenchmarkFTSE ET100 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.78%
  • SectorGlobal
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4KLC262

Investment Strategy

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.

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