Jupiter Ecology Income Units 
Overview
| Initial charge | 5.00% |
|---|---|
| Initial saving | 4.75% |
| Annual charge | 1.50% |
| Annual saving | 0.250% ² |
| Performance charges | No |
| Total Expense Ratio | 1.70% |
| Launch date | 01-04-1988 |
| Launch price | £0.50 |
| Sector | Global Growth |
| Fund size | £354 million |
| Number of holdings | 89 |
| Fund type | Unit Trust |
| Type of units | Income |
Please read the Simplified Prospectus in addition to the information above.
Ways to Invest
Find out how to invest in this fundHL Research - Our view on this Fund
Charlie Thomas has noticed that sentiment towards green investment has become more negative in recent months. This has provided him with an opportunity to add to some of the fund's core positions at attractive prices. These include companies in the clean energy sector such as alternative energy and energy efficiency companies. The fund's recent activity has meant that its cash weighting has fallen from 16% to 8% in the last six months.
Full research
About the Fund Manager
Charlie Thomas
Located in: London
Charlie Thomas joined the Jupiter SRI Team in 2000 and since September 2003 has been the Lead Fund Manager of both the Jupiter Green Investment Trust and the Jupiter Ecology Fund. Charlie also manages the Jupiter Climate Change Solutions SICAV and institutional assets.
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.
Income details
| Historic yield | 0.40% |
|---|---|
| Income paid | Bi-annually |
| Type of payment | Dividend |
All yields are variable and not guaranteed. Information as at 31-12-2009.
Distribution dates
| Ex-dividend date | 01 April 2010 |
|---|---|
| Payment date ³ | 31 May 2010 |
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Top 10 holdings
| Cranswick | 3.63% |
|---|---|
| United Natural Foods | 3.49% |
| Republic Services | 2.92% |
| Yamatake Corp. | 2.48% |
| Regal-Beloit Corp. | 2.33% |
| Firstgroup | 2.32% |
| East Japan Railway Co. | 2.26% |
| Vestas Wind Systems A/S | 2.24% |
| Itron | 2.14% |
| Stantec | 1.91% |
Top 10 sectors
| Support Services | 17.58% |
|---|---|
| Industrial Engineering | 11.00% |
| Electronic & Electrical Equipment | 10.69% |
| Cash and Equiv. | 8.33% |
| Travel & Leisure | 7.84% |
| Electricity | 5.59% |
| Alternative Energy | 5.11% |
| Food Producers | 5.07% |
| Construction & Materials | 4.86% |
| Chemicals | 4.36% |
Top 10 countries
| United States | 26.20% |
|---|---|
| United Kingdom | 22.40% |
| Japan | 10.85% |
| Cash and Equiv. | 8.33% |
| Canada | 5.90% |
| France | 5.00% |
| Spain | 4.71% |
| Germany | 3.91% |
| Denmark | 3.65% |
| Sweden | 2.72% |
Some of the data on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. Hargreaves Lansdown accepts no liability for the reliability or accuracy of the data provided by third parties.
² Annual saving is not available in the SIPP.
³ If you elect to receive the income from a Vantage ISA, Fund or Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.
Prices as at 02-09-2010. Data as at 31/07/2010.
