Quality Environmental Investment Worldwide: Jupiter Ecology Fund
The Jupiter Ecology Fund is a great opportunity for quality investments in worldwide companies that are really making a difference in their efforts to pr0tect the environment.
The objective of the fund is long-term capital growth and growing income from an ethical investment fund with a policy of protecting the environment.
Many green solutions companies were re-rated after last year’s UN Climate Change Conference in Copenhagen, and the constituent investments of the Jupiter Ecology Fund have been realigned to take account of those changes.
The Jupiter Ecology Fund focuses its investments on the following six green themes:
Clean Energy
Water Management
Green Transport
Waste Management
Sustainable Living
Environmental Services
Get advice on the Jupiter Ecology Fund- submit an online investments enquiry or call 0800 678 5929
Jupiter Ecology Fund – Rise of Asia and China
Asia and China in particular are playing a more significant role within the Jupiter Ecology Fund, as fund manager Charlie Thomas points out: “China and other cash-rich emerging markets are looking to increasing renewable energy capacity. China’s growing dominance in the renewable energy sector is particularly evident. The country alone was responsible for over 30% of all new wind power installations in 2009.” With a Jupiter Ecology Fund investment, you are well positioned to tap into the potential that these new markets create.
In order to ensure that the companies in which the fund invests are in keeping with Jupiter’s ethical exclusions policy, the fund manager’s stock selections and investment decisions must be approved in advance by Jupiter’s Socially Responsible Investment and Governance Team.
As of 30 April 2010, the geographical spread of assets comprising a Jupiter Ecology Fund investment were as follows:
North America 31.15%
Europe 22.13%
United Kingdom 21.78%
Pacific 15.02%
totalling 90.08%, with the remaining 9.92% held in cash.
Focus on green industry with a Jupiter Ecology Fund investment
Largest sectoral exposure in the fund was industrials at 50.18%. This included clean energy company Vestas Wind Systems, environmental services company RPS Group, and waste management company Shanks.
The fund has a further 13.66% of assets invested in the green transport sector, focusing on the companies FirstGroup and Stagecoach. FirstGroup operates a range of public transport services throughout the UK, actively encouraging people to reduce their use of cars.
A Jupiter Ecology Fund investment also provides some interesting access to the food sector, including Cranswick (3.17%), which is a producer of high-welfare organic pork products, and United Natural Foods (3.13%), a leading US maker of organic and specialty foods. This company is currently reducing its environmental impacts with the installation of solar power at its facilities.
Launched on 1st April 1988, the Jupiter Ecology Fund has a AA rating from OBSR. Minimum investment in the Jupiter Ecology Fund is £500. The Jupiter Ecology Fund has consistently outperformed its benchmark index (the IMA Global Growth index) in each of the past 4 years i.e. 2006-2010.
Would you like to learn more about funds investments or the Jupiter Ecology Fund? Submit an online investments enquiry now or ring freephone 0800 678 5929
