Jupiter Responsible Inc I Inc

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.47%
  • 3 Year sharpe-0.16
  • 3 Year alpha-1.42
  • Distribution Typeincome
  • BenchmarkFTSE4Good UK TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B5ZWNT55

Investment Strategy

The Fund aims to provide income together with capital growth in order to achieve a return, net of fees, higher than that provided by the FTSE4Good UK Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK that are actively managing their environmental and social impacts or are providing solutions to environmental and social problems. Up to 30% of the Fund may be invested in other assets, including shares of other companies (based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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