Jupiter Ecology I Inc (Income)

Price as at 18 September 2020
473.87 GBX
Last change
icon-up-small 0.19%
1 year change
icon-up-small 8.16%
5 year annualised return
12 month yield
Morningstar rating
2 of 5
Risk level

Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Discrete calendar year performance

Discrete calendar year performance
Investment 30/06/14 to 30/06/15 30/06/15 to 30/06/16 30/06/16 to 30/06/17 30/06/17 to 30/06/18 30/06/18 to 30/06/19
Jupiter Ecology... 5.58% 7.31% 23.20% 3.17% 5.53%
Sector Equity... 4.00% 21.62% 15.69% -10.73% 23.54%
MSCI World... 4.87% 28.24% 11.80% -3.04% 22.74%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
Jupiter Ecology... 7.32% 31.68% 8.16% 6.55% 11.41%
Sector Equity... 10.76% 15.20% 14.19% 7.65% 12.63%
MSCI World... 5.94% 10.44% 6.22% 8.42% 13.52%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 0.78%
Performance Fee: N/A
Typical transaction cost: 0.5% of your investment (you'll be provided with the exact cost before investing in a fund)
*Online dealing commission: £12.50

Asset Allocation

Fund Objective

The Fund aims 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.

IA Sector:


Manager name:

Charlie Thomas

Manager start date:

30 September 2003

Manager Biography:

Charlie Thomas joined Jupiter in 2000 and, since September 2003, he has been the lead fund manager of both Jupiter Green Investment Trust PLC and the Jupiter Ecology Fund (Unit Trust). Charlie also manages the Jupiter Climate Change Solutions SICAV and is responsible for the management of a number of segregated mandates for Jupiter's institutional clients. Prior to Jupiter, Charlie spent three years working for BP, firstly as an Environmental Policy Adviser where he was instrumental in developing climate change strategies and policies for the group, and later as a Commercial Analyst where he worked on new business development. Charlie has also worked for the United Nations Environment Programme as well as other financial institutions. Charlie gained an MSc in Environmental Technology from Imperial College, London and a degree from Nottingham University.

Morningstar® Category:

Sector Equity Ecology

Morningstar Sector:


Region (geographical):


Top 10 Holdings

Top 10 Holdings
Security Weight
Orsted A/S 3.58%
Vestas Wind Systems A/S 3.46%
Tomra Systems ASA 2.97%
Waste Connections Inc 2.91%
Cranswick PLC 2.89%
Schneider Electric SE 2.74%
Azbil Corp 2.72%
Regal Beloit Corp 2.61%
A.O. Smith Corp 2.57%
Republic Services Inc Class A 2.40%


Sectors Weight
Industrials 60.09%
Technology 11.64%
Basic Materials 8.13%
Consumer Cyclical 7.30%
Utilities 6.93%
Consumer Defensive 4.01%
Healthcare 1.89%
Real Estate 0.01%

World regions

World regions
Country Weight
USA 34.93%
JPN 11.54%
GBR 9.05%
DNK 8.76%
FRA 7.09%
SWE 5.21%
CAN 4.90%
NOR 4.09%
NLD 3.58%
DEU 3.45%
Investment style
Unit type
Morningstar analyst rating™
Morningstar sustainability rating™
  • Yes Share dealing
  • Yes SIPP
  • No ShareBuilder
  • Yes ISA

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Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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