Global Environment Fund

To combat climate change and reduce carbon emissions, the world needs to transform. We invest in companies leading or benefiting from that transformation.

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Capturing the decarbonisation growth opportunity

Decarbonisation is a powerful and potentially valuable structural growth trend, accelerated by regulatory change, technological change and the desire of consumers to tackle climate change.

Fund highlights

  1. Focuses on 3 structural growth themes
  2. Seeks to invest in leading companies throughout the value chain
  3. High conviction portfolio with meaningful exposure to China currently1
Morningstar Overall rating2
Morning Overall Rating 4 stars
Prices and performance

Fund highlights

Fund highlights

  1. Focuses on 3 structural growth themes
  2. Seeks to invest in leading companies throughout the value chain
  3. High conviction portfolio with meaningful exposure to China currently1
Morningstar Overall rating2
Morning Overall Rating 4 stars
Prices and performance

Key investment themes

Key investment themes

  • All the companies in the Fund are exposed to the themes: renewable energy, electrification and resource efficiency.
  • Investors have the potential to generate long-term and sustainable returns by allocating to market-leading companies throughout the value chain.
  • A high conviction portfolio with ~25 holdings and 98% active share, the Fund is overweight China currently1.

Key investment theme infographic

Insight: Investing in a low carbon world

FAQ

Frequently Asked Question

  • Why does decarbonisation matter?
  • How is decarbonisation creating investment opportunities?
  • Which sectors will benefit most?
  • What impact has COVID-19 had on the decarbonisation trend?
  • Is there any proof of alpha generation from decarbonisation?

Read the FAQ

 

Videos

Investing in a low carbon transition


Capturing decarbonisation opportunities

Literature

Past performance should not be taken as a guide to the future and there is no guarantee that this investment will make profits; losses can be made. Performance of underlying securities does not represent the performance of the Fund.

1 The portfolio may change significantly over a short space of time. Source: Ninety One, as at 30.09.22, overweight vs. MSCI AC World Net Return.
2 Source: Morningstar, as at 30.09.22, based on A Acc USD share class.

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