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 | £327 million |
| Number of holdings | 84 |
| 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
Charles Thomas is optimistic about the outlook for green investment, particularly as the sector should be supported by the $500bn that was pledged by governments globally for green projects last year. It is estimated that only about $60bn of this has been spent so far. One of the key investment themes in the portfolio is clean energy, which for example includes investing in wind power companies, which continue to have good long-term prospects.
Full research
About the Fund Manager
Charlie Thomas
Located in: London
Charlie has been an integral part of Jupiter's SRI team since he first joined the Jupiter Green Department as an analyst in the Environmental Research Unit in 2000. Within a year he had been appointed as an assistant fund manager. Prior to that, he spent three years as an Environmental Policy Adviser and Commercial Analyst for BP where he was instrumental in developing strategic environmental policies. Charlie has an MSc in Environmental Technology from Imperial College, London. Charlie has run the Ecology Fund since September 2003.
Income details
| Historic yield | 0.40% |
|---|---|
| Income paid | Bi-annually |
| Type of payment | Dividend |
All yields are variable and not guaranteed. The information is correct as at 31-12-2009.
Distribution dates
| Ex-dividend date | 01 April 2010 |
|---|---|
| Payment date ³ | 31 May 2010 |
1 of 2 
Top 10 holdings
| Cranswick | 3.38% |
|---|---|
| United Natural Foods | 2.98% |
| Republic Services | 2.57% |
| Firstgroup | 2.51% |
| East Japan Railway Co. | 2.46% |
| Vestas Wind Systems A/S | 2.26% |
| Yamatake Corp. | 2.23% |
| Itron | 2.20% |
| Stantec | 2.16% |
| Fielmann AG | 1.99% |
Top 10 sectors
| Support Services | 19.54% |
|---|---|
| Industrial Engineering | 9.70% |
| Cash and Equiv. | 9.51% |
| Electronic & Electrical Equipment | 9.23% |
| Travel & Leisure | 8.50% |
| Electricity | 6.18% |
| Alternative Energy | 5.35% |
| Food Producers | 4.55% |
| Chemicals | 4.13% |
| Construction & Materials | 3.67% |
Top 10 countries
| United States | 23.43% |
|---|---|
| United Kingdom | 23.22% |
| Japan | 10.88% |
| Cash and Equiv. | 9.51% |
| France | 5.90% |
| Spain | 5.46% |
| Canada | 5.30% |
| Germany | 4.09% |
| Australia | 3.60% |
| Denmark | 3.47% |
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.
Last valuation as at 17-03-2010. Data accurate as at 31/01/2010.
