Invests in companies enabling the transition to a low-carbon world
Impact
Have a quantifiable carbon saving impact
Investment Approach
Bespoke bottom-up investment process designed specifically to invest in decarbonisation
Investment Opportunity
Capturing the decarbonisation, disruption and innovation opportunity
Investment Universe
c.US$18 trillion market cap, ~1,700 companies, only 28% overlap with ACWI, 18% by weight
Net Zero Alignment
Investing to help drive a net zero world
High conviction portfolio providing access to long term structural growth opportunities from sustainable decarbonisation
Style complements core, value and high growth, while its alpha stream has been lowly correlated to equity factors
May offer a hedge to your portfolio’s existing carbon risk
Invests in companies with quantifiable carbon avoided that contribute to sustainable decarbonisation
The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.
Sustainable, impact or other sustainability-focused portfolios consider specific factors related to their strategies in assessing and selecting investments. As a result, they will exclude certain industries and companies that do not meet their criteria. This may result in their portfolios being substantially different from broader benchmarks or investment universes, which could in turn result in relative investment performance deviating significantly from the performance of the broader market.