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Jupiter Ecology Fund  

The Jupiter Ecology Fund aims to achieve long-term capital appreciation together with a growing income consistent with a policy of protecting the environment. Its investment policy is to invest worldwide in companies which demonstrate a positive commitment to the long-term protection of the environment.

Fund manager 
Charlie Thomas joined the Jupiter SRI Team in 2000 and, since September 2003, he has been the lead fund manager of both the Jupiter Ecology Fund and Jupiter Green Investment Trust.

Key fund facts:

  • First authorised green unit trust to be launched in the UK. 
  • Fund distinguished by its rigorous approach to company selection, with environmental as well as social and financial assessments made separately.
  • Companies evaluated for investment using a full range of ethical exclusions.

Downloads
 Fund factsheet

Fund Ratings
  1. OBSR Rating: AA
  2. Lipper Total Return: 5
  3. Lipper Consistent Return: 4
  4. Lipper Capital Preservation: 4

Fund Manager
    Charlie Thomas Citywire: AA
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
211.15223.490.6321.2

Percentage Growth
1 Year3 Years5 YearsSince Launch
-4.165.2131.0446.5

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
19.117.332.530.0-4.1

Fund prices and yields are calculated as at the valuation point on 19/8/2008

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 31/05/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/05/2008. The Citywire ratings shown are the three year ratings as at 31/05/2008. Lipper ratings are sourced from Lipper as at 31/05/2008. Please see the online glossary within the help section for further definition of these ratings.

Green Funds Application Forms Fund Literature
Jupiter Ecology Fund
Environmental Income (Acc)
SRI Funds
Ecology Fund
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© Jupiter Investment Management Group Limited 2008     Legal Information     About us     Site map
Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.