Bestinvest Logo
Why us
Planning ahead
Insights
fund

Jupiter Ecology I

Bestinvest LogoGlobal equity fund investing only in environmental and socially responsible companies.

PRICE (INC)

613.5p

PRICE (ACC)

652.31p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.79%

YIELD

0.3%

1 YEAR
-3.31%

Prices as at 17 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

Launched in 1988, this fund was the UK's first authorised green unit trust. It invests internationally in companies that provide solutions to environmental and social challenges. The fund manager, Charlie Thomas, believes that these companies will have a long-term structural impact across three key areas: infrastructure, resource efficiency and demographics. This fund suits the portfolios of both green and ethical investors.

Fund summary

SectorGlobal
StructureUNIT TRUST
LaunchedJune 2009
Size£650m
Yield0.3%
Charging BasisIncome
Dividends paid31 May, 30 Nov

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.79%

Investment Process

The fund has a global remit and focuses on companies which provide solutions to environmental and social problems. The manager uses a bottom-up approach when selecting stocks rather than targeted asset allocation. Any weightings to the energy sector will always be investments in environmental technologies i.e. fossil free and in the alternative energy sub-sector. This leaves a universe of roughly 1,200 stocks for the manager to build the portfolio, using more traditional fund manager analysis of valuation metrics and qualitative research. Jupiter also carries out ethical screening, with the fund's exclusions including any company that derives more than 10% of its turnover from the following activities: alcohol, animal testing for cosmetic products, gambling, nuclear power, pornography, tobacco and weapons. However, given the green bias such companies would typically not enter the universe in the first place.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning