Jupiter Ecology Fund Review

We like:

Jupiter Ecology's long history; the environmental focus and in-house expertise

We don't like:

That although the Ecology Fund is considered to be among the darkest green of investment funds, radical purists may still be disappointed by some of the companies listed; its poor performance in 2001 and 2002 that may put off others

SmartPlanet judgement:

Jupiter's Ecology fund is a nice, dark forest green -- meaning of course that it proactively invests in companies doing good things environmentally and ethically speaking, and it proactively avoids investing in companies that have a hand in murky water. The specific focus means it's suffered some losses, but it's been recovering and has a few extra years of experience under its belt to give it something to learn from.

Not only was Jupiter's Ecology Fund one of the earliest ethical investment funds, it is also considered to be 'dark green'. Launched in April 1988, Ecology was only preceded by Friends Provident Stewardship fund (the UK's first retail ethical fund), which launched four years earlier. Ecology has its own in-house ethical research team, and uses some additional research from Innovest. Continue reading...