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Invests in global companies involved in the production or provision of Clean Energy.
5 year p.a. index return as at 31 October 2023
Management fee p.a.
Overview
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.
As at October 31, 2023
Company | Country | Industry | Weight |
---|---|---|---|
Vestas Wind Systems AS (EUR) | DK | Heavy Electrical Equipment | 9.06% |
First Solar Inc | US | Semiconductors | 8.34% |
Enphase Energy Inc | US | Semiconductor Materials & Equipment | 5.49% |
Energias de Portugal SA | PT | Electric Utilities | 5.36% |
Consolidated Edison Inc | US | Multi-Utilities | 4.40% |
Iberdrola SA | ES | Electric Utilities | 4.35% |
Range of returns
VS
The lowest and highest 12 month returns, in 5 years to the end of October 2023*
Growth of $10k
For the 5 years to 31 October 2023, an investment of $10,000 would be up 104.62%*
Investment Objective
The fund is designed to provide long-term capital growth and diversification.
*These are the gross index returns, not including fees or taxes.
As at October 31, 2023
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Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.
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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Indices provided by: S&P Dow Jones Indices