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Jupiter Ecology

Ranked 26 out of 38 in - Global Themes over 12 months
All calculations are in GBP unless stated

Managed by

Charlie Thomas

Charlie manages the Jupiter Global Ecology Growth SICAV and is responsible for the management of a number of segregated mandates for Jupiter's institutional clients. Before joining Jupiter, he spent three years working for BP, first as an environmental policy adviser where he helped develop climate change strategies and sustainable energy policies for the group, and later as a commercial analyst working on new business development. He has also worked for the United Nations Environment Programme as well as other financial institutions. Charlie has an MSc in Environmental Technology from Imperial College, London and a degree from Nottingham University.

Objective

The Fund objective is to grow the money invested in the Fund and to provide an income that grows in value over the long-term. The Fund will invest in the shares of companies throughout the world which show a positive commitment to the protection of the environment. The Fund Manager is able to make their own investment decisions, is not constrained by any geographical or sector limits and is not guided by any particular benchmark.

Showing fund performance in United Kingdom View performance globally

Performance

Global Themes over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 12.9% 4.4% 3.0% 3.0% 1.9%
2016 20.3% 2.3% 3.6% 10.2% 3.0%
2015 3.8% 7.7% -4.0% -7.9% 9.1%
2014 1.2% -0.6% 0.5% -2.4% 3.7%
2013 29.4% 14.4% 0.4% 7.3% 5.0%
2012 5.9% 6.7% -7.0% 4.6% 2.0%
2011 -10.0% 1.8% -0.7% -14.5% 4.2%
2010 13.6% 5.4% -7.9% 4.0% 12.5%
2009 15.9% -13.1% 12.1% 16.6% 2.1%
2008 -24.4% -10.7% 1.3% -6.1% -11.0%
2007 13.9% 8.3% 4.2% -1.0% 1.9%
2006 27.8% 14.2% -1.8% 3.3% 10.3%
2005 21.8% 2.9% 4.5% 9.0% 4.0%
2004 15.8% 2.3% 0.5% -1.3% 14.1%
2003 12.9% -14.0% 14.1% 10.5% 4.2%
2002 -33.0% 4.7% -14.5% -23.0% -2.8%
2001 -23.7% -14.9% 7.0% -24.7% 11.5%
2000 28.5% 20.2% -0.9% 16.9% -7.7%
1999 31.6% 8.6% 10.7% -1.1% 10.6%
1998 3.2% 14.6% 3.5% -21.5% 10.9%
1997 16.8% 8.9% 0.7% 4.9% 1.5%
1996 12.2% 11.3% 3.6% 0.0% -2.6%
1995 21.4% 1.2% 7.4% 10.4% 1.2%
1994 -8.3% -2.4% -5.5% 0.5% -1.2%
1993 28.4% 7.4% 0.5% 7.8% 10.3%
1992 22.5% 3.0% 2.8% -0.2% 16.0%
1991 12.8% 13.5% 0.8% 2.8% -4.1%
1990 -20.2% -5.3% -1.6% -14.5% 0.2%
1989 29.0% 9.4% 14.5% 1.0% 2.0%
1988 5.8% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size88Mn
  • Base currencyGBX
  • ISIN GB0005812150

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment1.5

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Jupiter Ecology

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).