Jupiter Global Ecology Growth, Class U2 GBP Acc/ LU2577117901 /
| NAV2024-06-03 | Chg.+0.5000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 111.9300GBP | +0.45% | 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 | 2.69 | 0.45 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.13% | 11.01% | 11.58% | -% | -% |
| Sharpe ratio | 1.76 | 3.12 | 0.87 | - | - |
| 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 | 22.1800 | +12.52% | +17.82% | |
| Jupiter Global Ecology Growth, C... | reinvestment | 12.2100 | +15.08% | +22.22% | |
| Jupiter Global Ecology Growth, C... | reinvestment | 111.9300 | +13.81% | - | |
| Jupiter Global Ecology Growth, C... | reinvestment | 24.4700 | +13.92% | +18.79% | |
| Jupiter Global Ecology Growth, C... | reinvestment | 17.2300 | +15.41% | +5.58% | |
| Jupiter Global Ecology Growth, C... | paying dividend | 21.1000 | +15.05% | +22.47% | |
| Jupiter Global Ecology Growth, C... | paying dividend | 19.9500 | +13.94% | +18.79% |
Performance
| YTD | +9.20% | ||
|---|---|---|---|
| 6 Months | +17.36% | ||
| 1 Year | +13.81% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +11.93% | ||
| Year | |||
