Jupiter Responsible Inc Fd I Inc

Fund

Fund Info

  • Yield History4.12%
  • 3 Year sharpe0.40
  • 3 Year alpha-3.18
  • Distribution Typeincome
  • BenchmarkFTSE4Good UK TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B5ZWNT55

Investment Strategy

The fund seeks to provide income and long term capital growth through investing primarily in UK equities. The fund seeks to achieve that objective by investing primarily in the UK, in a portfolio of companies that are considered by the manager to be responding positively to and profiting from the challenges of environmental sustainability or are making a positive commitment to social well being.