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Invests in global companies involved in the production or provision of Clean Energy.
10 year p.a. index return to April 2022
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 April 30, 2022
Company | Country | Industry | Weight |
---|---|---|---|
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% |
Range of returns
VS
The best and the worst 12 month returns in 5 years to the end of March 2022*
Growth of $10k
For the 5 years to April 2022, an investment of $10,000 would be up 165.04%*
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 April 30, 2022
3 months
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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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© Copyright 2022 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices