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 March 31, 2024

Company	Country	Industry	Weight
First Solar Inc	US	Semiconductors	8.82%
Enphase Energy Inc	US	Semiconductor Materials & Equipment	8.73%
Vestas Wind Systems AS (EUR)	DK	Heavy Electrical Equipment	7.94%
CE Chubu Electric Power Co Inc	JP	Electric Utilities	4.88%
Orsted (EUR)	DK	Electric Utilities	4.29%
Edison Intl	US	Electric Utilities	4.15%
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Performance

• Range of returns

  -39.83%

  VS

  155.89%

  The lowest and highest 12 month returns, in 5 years as at 31 March 2024*

• Growth of $10k

  $18,888.82

  For the 5 years as at 31 March 2024, an investment of $10,000 would be up 88.89%*

• 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 March 31, 2024

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.