Jupiter Global Ecology Growth, Class U2 GBP Acc/ LU2577117901 /
| NAV2024-05-16 | Chg.+0.7100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 112.9100GBP | +0.63% | reinvestment | Equity Worldwide | Jupiter AM Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | -1.01 | -2.15 | 1.17 | 2.13 | 0.87 | -4.40 | -1.28 | -6.11 | 6.97 | 8.73 | - |
| 2024 | -1.76 | 4.72 | 3.53 | -0.60 | 4.05 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.13% | 10.60% | 11.70% | -% | -% |
| Sharpe ratio | 2.34 | 3.73 | 1.07 | - | - |
| Best month | +8.73% | +8.73% | +8.73% | - | - |
| Worst month | -1.76% | -1.76% | -6.11% | - | - |
| Maximum loss | -4.07% | -4.27% | -12.31% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Jupiter Global Ecology Growth, C... | paying dividend | 22.3800 | +14.92% | +19.50% | |
| Jupiter Global Ecology Growth, C... | reinvestment | 12.2300 | +17.60% | +23.54% | |
| Jupiter Global Ecology Growth, C... | reinvestment | 112.9100 | +16.29% | - | |
| Jupiter Global Ecology Growth, C... | reinvestment | 24.5300 | +16.42% | +20.19% | |
| Jupiter Global Ecology Growth, C... | reinvestment | 17.3300 | +16.15% | +7.37% | |
| Jupiter Global Ecology Growth, C... | paying dividend | 21.1400 | +17.61% | +23.96% | |
| Jupiter Global Ecology Growth, C... | paying dividend | 20.0000 | +16.46% | +20.20% |
Performance
| YTD | +10.16% | ||
|---|---|---|---|
| 6 Months | +19.56% | ||
| 1 Year | +16.29% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +12.91% | ||
| Year | |||
