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S&P Global Clean Energy

Invests in global companies involved in the production or provision of Clean Energy.

13.26%

10 year p.a. index return to April 2022

0.45%

Management fee p.a.

Overview

How is this fund different to others?

Join the growing worldwide trend toward renewable energy by investing in this fund, tracking the S&P Global Clean Energy Index. This fund invests in up to 100 companies with significant or total clean energy exposure and low carbon-to-revenue footprints according to independent assessors Trucost. To be eligible for inclusion, companies must be involved in the production of Clean Energy or provision of Clean Energy Technology & Equipment. Designed to focus on capital growth, the fund is a great satellite holding as part of a core satellite strategy.

Holdings

As at April 30, 2022

CompanyCountryIndustryWeight

Vestas Wind Systems AS

DK

Industrials

7.78%

Enphase Energy Inc

US

Info. Tech.

7.16%

Consolidated Edison Inc

US

Utilities

6.23%

Orsted

DK

Utilities

5.28%

Iberdrola SA

ES

Utilities

4.52%

SolarEdge Technologies Inc

US

Info. Tech.

4.35%

Logos provided by Clearbit

Performance

  • Range of returns

    -39.83%

    VS

    155.89%

    The best and the worst 12 month returns in 5 years to the end of March 2022*

  • Growth of $10k

    $26,504

    For the 5 years to April 2022, an investment of $10,000 would be up 165.04%*

  • Investment Objective

    Growth & Diversification

    The fund is designed to provide long-term capital growth and diversification.

*These are the gross index returns, not including fees or taxes.

Returns

As at April 30, 2022

  • 2.43%

    3 months

  • -7.93%

    1 year

  • 21.52%

    5 years

  • 13.26%

    10 years

Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.

Risk

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.

Potentially Lower Returns

Potentially Higher Returns

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Lower Risk

Higher Risk

Documents & Resources

Latest Fund Update

Updated: 22.04.2022

Latest Fund Factsheet

Updated: 30.04.2022

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Indices provided by: S&P Dow Jones Indices