Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter Global Ecology Diversified L Acc EUR

Ranked 31 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Rhys Petheram

Before joining Jupiter, Rhys Petheram was an analyst at Towers Perrin Australia and a credit analyst for utilities at Moody's Investor Services. Rhys has a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne, and is also a CFA charterholder.

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 over the long-term and to provide investors with an income. The Fund will invest in shares and bonds of companies globally, considered by the investment managers to be part of the move to a sustainable economy. The Fund also has the capability to invest in high yield bonds. 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

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.8%
2018 -4.4% -3.6% 1.1% 1.2% -3.1%
2017 9.8% 2.8% 3.9% 1.4% 1.4%
2016 6.6% -2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
EUR Cash 5.84%
Goteborgs 0.269% 05-Nov-2024 1.65%
Wellcome Trust 1.125% 21-Jan-2027 1.46%
Nordic Investment Bank 2.250% 30-Sep-2021 1.42%
Kommuninvest i Sverige AB 1.875% 01-Jun-2021 1.41%
Nederlandse Waterschapsbank NV 2.375% 24-Mar-2026 1.39%
Kuntarahoitus Oyj 1.375% 21-Sep-2021 1.39%
Iberdrola US 3.150% 01-Dec-2024 1.38%
Amer Water Cap 6.593% 15-Oct-2037 1.37%
MTR Corp Cym 2.500% 02-Nov-2026 1.33%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date29/06/2016
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU1388737576

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment100,000

Charges

Related News

Jupiter promotes two to head corporate bond fund

Jupiter Asset Management has appointed Harry Richards and Adam Darling as co-managers of the £143 million Jupiter Corporate Bond fund.

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