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Jupiter JGF Global Ecology Growth L EUR Acc

Ranked 22 out of 33 in - Global Themes over 12 months
All calculations are in EUR 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 objective is to generate long-term capital growth from investment worldwide in companies that are responding positively to the challenge of environmental sustainability and climate change.The Fund will invest primarily in worldwide equity and equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants and other similar securities).The portfolio will principally comprise of companies considered by the Investment Manager to provide products or services which contribute to environmental improvement, facilitate adaptation to the impacts of climate change or help mitigate the impacts of climate change.

Showing fund performance in Netherlands View performance globally

Performance

Global Themes over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.4% 0.7% 2.4%
2016 3.7% -4.7% -1.1% 6.0% 3.9%
2015 7.9% 15.6% -2.5% -12.0% 8.8%
2014 7.9% 0.2% 3.8% 0.2% 3.6%
2013 27.2% 11.1% -1.6% 10.4% 5.4%
2012 10.0% 9.2% -5.0% 6.7% -0.6%
2011 -10.6% -0.7% -3.3% -13.7% 7.9%
2010 15.3% 4.9% -0.8% -0.5% 11.3%
2009 26.6% -9.8% 22.4% 9.9% 4.4%
2008 -43.0% -14.2% 0.6% -8.4% -27.9%
2007 0.4% 3.5% 7.9% -7.6% -2.8%
2006 21.3% 11.3% -7.7% 6.3% 11.0%
2005 27.9% 9.5% 4.7% 11.6% 0.0%
2004 19.9% 8.8% 1.6% 0.2% 8.4%
2003 3.6% -16.6% 12.8% 9.6% 0.3%
2002 -43.7% 3.7% -22.7% -21.8% -10.2%
2001 4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
USD Cash 3.88
Vestas Wind Systems A/S ORD 3.74
A. O. Smith Corp ORD 3.33
Cranswick PLC ORD 3.13
LKQ Corp ORD 3.02
Azbil Corp ORD 2.49
Regal Beloit Corp ORD 2.43
Xylem Inc ORD 2.41
WS Atkins PLC ORD 2.37
Owens Corning ORD 2.19
30/06/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date17/08/2001
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0231118026

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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