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Jupiter Environmental Income (Acc)  

The Jupiter Environmental Income Fund has a predominately UK bias with fewer ethical exclusions than The Jupiter Ecology Fund. The Fund focuses on investing in UK companies that are actively managing their environmental and social impact: good governance companies. The Fund will specifically avoid investing in companies associated with armaments, tobacco, nuclear power and animal testing for toiletries and cosmetics.

The Fund's objective is to provide income and long-term capital growth through investing primarily in UK equities.

Fund manager 
Chris Watt assumed management of the Fund in January 2007.

Key fund facts:

  • Invests in companies that are actively managing their environmental and social impacts: good governance
  • Is distinguished by its rigorous approach to company selection, with environmental as well as social and financial assessments made separately 
  • Was known as the Jupiter Environmental Opportunities Fund prior to 1 October 2005. On this date the Fund's objective changed to aim for growth with income as opposed to growth only.

Downloads
 Fund factsheet

Fund Ratings
  1. Lipper Total Return: 2
  2. Lipper Consistent Return: 2
  3. Lipper Capital Preservation: 4

Fund Manager
    Chris Watt
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
61.7965.743.641.8

Percentage Growth
1 Year3 Years5 YearsSince Launch
27.3-24.412.322.1

Year on year percentage growth
2005 - 062006 - 072007 - 082008 - 092009 - 10
16.527.4-12.2-32.327.3

Fund prices and yields are calculated as at the valuation point on 17/3/2010

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 31/01/2010. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/01/2010. The Citywire ratings shown are the three year ratings as at 31/01/2010. Lipper ratings are sourced from Lipper as at 31/01/2010. Please see the online glossary within the help section for further definition of these ratings.

The Historic Yield reflects distributions paid or declared over the past twelve months as a percentage of the mid-market unit price as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions.

Note that the final distribution included a one-off special dividend which increased the distribution by 0.29 pence per unit. As it should not be assumed that the Fund's income will be regularly boosted by such a special dividend this amount has been deducted for the purposes of calculating the Historic Yield. All of the Fund's expenses are charged to capital. This has the effect of increasing the distributions of the year by 1.71% and restraining the Fund's capital growth to an equivalent extent.
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 (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.