Jupiter Green Investment Trust Plc

Name
Jupiter Green Investment Trust Plc
Manager
Jupiter Unit Trust Managers Ltd
Type
Closed Ended Investment Company
ISIN
GB00B120GL77
Sector
Sector Specialist: Environmental
Launched
07/06/2006
OCF
1.41 %
Risk Rating
3
3 Year Sharpe
0.13
3 Year Alpha
-6.11
Yield
1.1 %
Benchmark
FTSE ET100 TR GBP
Fund Size
£ 34.12 million
NAV
205
Gearing
100
Discount Premium
-12
To achieve capital growth and income, both over the long term, through investment in a diverse portfolio of companies providing environmental solutions. Portfolio has a bias towards small and medium capitalisation companies. It invests primarily in securities which are quoted, listed or traded on a recognised exchange.
Holding %
Orsted A/S 3.46 %
Cranswick PLC 3.45 %
Veolia Environnement SA 3.16 %
Vestas Wind Systems A/S 3.11 %
Azbil Corp 2.92 %
Xylem Inc 2.79 %
A.O. Smith Corp 2.71 %
NextEra Energy Partners LP 2.70 %
Tomra Systems ASA 2.46 %
Schneider Electric SE 2.41 %
Region %
United States 29.91 %
Eurozone 22.32 %
Europe - ex Euro 15.03 %
Japan 14.45 %
United Kingdom 10.70 %
Sector %
Industrials 55.12 %
Utilities 13.99 %
Technology 8.91 %
Consumer Cyclical 8.41 %
Basic materials 6.54 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Charles Thomas
Joined 06/08/2006

Data provided by Morningstar.

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