Jupiter Ecology Income Units
At a glance
| Initial charge | 5.00% |
|---|---|
| Initial saving | 4.75% |
| Annual charge | 1.50% |
| Annual saving | 0.250% ² |
| Total Expense Ratio | 1.70% |
| Launch date | 01-04-1988 |
| Launch price | £0.50 |
| Sector | Global Growth |
| Fund size | £246 million |
| Number of holdings | 82 |
| Fund type | Unit Trust |
| Type of units | Income |
Ways to Invest
Find out how to invest in this fundHL Research - Our view on this Fund
There is an increasing change in attitudes towards the environment both at the political level and by companies and consumers. This is being driven by concerns on climate change and also higher energy costs. More recently, a number of holdings in the fund’s clear energy theme have made good progress. While the fund has struggled in the short term, we believe it is well placed to capture ecological investment opportunities going forward.
Full research
About the Fund Manager
Charlie Thomas
Located in: London
Charlie Thomas, Fund Manager - Jupiter Ecology Fund
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 | 0.60% |
|---|---|
| Income paid | Bi-annually |
| Type of payment | Dividend |
All yields are variable and not guaranteed. There is currently no yield information available for this fund.
Distribution dates
| Ex-dividend date | 01 April 2009 |
|---|---|
| Payment date ³ | 31 May 2009 |
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Top 10 holdings
| East Japan Railway Co. | 3.35% |
|---|---|
| Cranswick | 3.26% |
| Firstgroup | 3.10% |
| Yamatake Corp. | 2.91% |
| United Natural Foods | 2.48% |
| Republic Services | 2.32% |
| Harsco Corp. | 2.21% |
| Vestas Wind Systems A/S | 2.17% |
| Stericycle | 1.94% |
| Stantec | 1.92% |
Top 10 sectors
| Cash and Equiv. | 22.71% |
|---|---|
| Support Services | 14.22% |
| Travel & Leisure | 9.78% |
| Electronic & Electrical Equipment | 7.51% |
| Industrial Engineering | 7.24% |
| Alternative Energy | 5.51% |
| Electricity | 4.67% |
| Food Producers | 4.12% |
| Chemicals | 3.17% |
| Food & Drug Retailers | 2.91% |
Top 10 countries
| United Kingdom | 25.17% |
|---|---|
| Cash and Equiv. | 22.71% |
| United States | 21.11% |
| Japan | 10.65% |
| France | 3.82% |
| Denmark | 3.54% |
| Canada | 3.52% |
| Germany | 3.28% |
| Spain | 3.06% |
| Sweden | 1.67% |
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 07-01-2009. Data accurate as at 30/11/2008.
