Low-Carbon Lowdown
Low-carbon lowdown
In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for inv...
Global Environment Fund
Seeking to capture the structural decarbonisation growth story – investing in companies that are driving the transition to a low carbon world.
Seeking to capture the structural decarbonisation growth story – investing in companies that are driving the transition to a low carbon world.
Capturing the decarbonisation growth opportunity
To combat climate change and reduce carbon emissions, the world needs to transform. We invest in companies leading that transformation.
“The challenges currently posed by climate change pale in significance compared with what might come... The more we invest with foresight; the less we will regret in hindsight.”
Mark Carney, Former Governor of the Bank of England
Why choose this Fund
01Access an area of structural growth: |
02Rebalance climate risk within other parts of your portfolio |
03Make an impact: |
Key features
- A high conviction, concentrated portfolio with high active share2
- A unique investment approach focused on the renewable energy, electrification and resource efficiency sectors
- A proprietary screen generates a universe of c.700 companies, only 7% of which overlap with MSCI All Country World Index
- Includes proprietary measurement of indirect Scope 3 carbon emissions, allowing us to identify businesses' full carbon footprint
- Regular engagement with companies and Annual Impact Reporting
The opportunity
The world needs to invest US$2.4 trillion p.a.3 to move to a low carbon economy
- Renewable Energy
To limit global temperature rises to safe levels, a shift to renewable energy is essential. - Electrification
Electrification of transportation, heating and industrial processes is vital to controlling emissions. - Resource efficiency
Less discussed than the other themes, resource efficiency is a crucial aspect of decarbonisation.
A team committed to environmental change
The Global Environment team has the specialist skill sets needed to invest in decarbonisation, specifically: direct experience of managing decarbonisation-focused strategies; and deep knowledge of the economic and investment implications of the energy transition.
The team draws on the expertise of the wider Thematic Equity team within Multi-Asset at Ninety One, who have a specialist knowledge of the supply/demand dynamics of metals and mining — including many of the key elements that go into renewable technologies. ESG factors are fully integrated into their investment process.
Deirdre Cooper
Portfolio Manager
Deirdre is Co-Head of Thematic Equity within the Multi-Asset team at Ninety One. She is co-portfolio...
Graeme Baker
Portfolio Manager
Graeme is a portfolio manager in the Thematic Equity team within the Multi-Asset team at Ninety...