Go beyond the obvious.

Diversify with the Global Environment Fund.
Our proprietary carbon-avoided universe

The Global Environment Fund provides access to a broad range of companies poised to thrive in the low-carbon economy, offering long-term structural growth opportunities. A high-conviction approach, proprietary universe, and concentrated portfolio, set it apart from broad equity benchmarks.

Meaning little overlap with global equity allocations. Discover a new investment universe.

Global Environment Fund Contact us

Isn’t it time to change how you think about global equities?

We believe Global Environment’s distinctive performance pattern – illustrated by its differentiated return profile since inception relative to the common global equity styles – means the strategy can play a valuable role in a global equity allocation. Our analysis suggests the strategy can add diversification and a distinctive source of returns to a broad portfolio.

Read more about Global Environment as a diversifier

Why choose the Global Environment Fund?

1
Complement other equity allocations:
The Fund has a high-conviction, highly concentrated portfolio, with little overlap with broad equity benchmarks and a differentiated alpha signature.

2
Access an area of structural growth:
The Fund exclusively targets companies enabling decarbonisation – and that the investment team believes should enjoy a multi-year growth tailwind as a consequence.

3
Make an impact:
The Fund invests in climate-solutions businesses that avoid carbon emissions, and that are helping to tackle one of the biggest challenges facing the planet.



Defining the investment universe

Graeme Baker, co-Portfolio Manager of the Global Environment Fund explains the team’s investment process.

Our investments

Find out more about some of the companies held within the fund.

Contact us

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General risks
The value of investments, and any income generated from them, can fall as well as rise. Costs and charges will reduce the current and future value of investments. Where charges are taken from capital, this may constrain future growth. Past performance does not predict future returns. If any currency differs from the investor's home currency, returns may increase or decrease as a result of currency fluctuations. Investment objectives may not necessarily be achieved; losses may be made. Target returns are hypothetical returns and do not represent actual performance. Actual returns may differ significantly.

Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.

Specific Risks
Geographic / Sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that the resulting value may decrease whilst portfolios more broadly invested might grow. Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Equity investment: 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. Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios. Commodity-related investment: Commodity prices can be extremely volatile and losses may be made. Emerging market (inc. China): 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. Sustainable Strategies: 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.

Important information
All information is as at 31.08.23 unless otherwise stated