Quick Stats

Bid Price GBX 115.17 Offer Price GBX 122.19
Mid Price - Day Change GBX -0.70 (-0.60%)
Price Date 23 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 3.70 %
Total Expense Ratio 1.72 Fund Size 69,425,043.00
Launch Date 22/11/1999 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.72
ISIN GB0008337569 Min TopUp (£) 50.00

Fund Objective

The Fund's objective is to provide income and long-term capital growth through investment primarily in UK equities. The Fund's investment policy is to attain its objective by investing primarily in the UK in a portfolio of companies considered by the Fund Manager to be responding positively and profiting from its challenges of environmental sustainability or are making a positive commitment of social well-being.

Fund Managers

Charlie Thomas
Charlie Thomas joined Jupiter in 2000 and is currently Head of Strategy, Environment and Sustainability. He is the manager of the Jupiter Ecology Fund and the Jupiter Responsible Income Fund (Unit Trusts), as well as institutional assets, the Jupiter Green Investment Trust PLC and the Jupiter Global Ecology Growth fund (SICAV). He is also co-manager of the Jupiter Global Ecology Diversified fund (SICAV). Before joining Jupiter, Charlie 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.