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S&P Global Clean Energy

This fund invests in global companies involved in the production or provision of Clean Energy. 

22.56%

5 year p.a. index return to May 2021

0.55%

Management fee p.a. (before rebate)
76

Number of constituents

Quarterly
The fund pays distributions

Fund Overview

Join the growing worldwide trend toward renewable energy by investing in this fund, tracking the S&P Global Clean Energy IndexThis 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. Read more about the index this fund tracks here.

CompanyIndustryIndex % as at 20 May 2021
Vestas Wind Systems ASHeavy Electrical Equipment8.11%
OrstedElectric Utilities6.50%
Enphase Energy IncSemiconductor Equipment5.39%
Iberdrola SAElectric Utilities4.77%
Xcel Energy IncElectric Utilities4.73%
Enel SpAElectric Utilities4.34%
NextEra Energy IncElectric Utilities4.32%
Plug Power IncElectrical Components & Equipment4.06%
SolarEdge Technologies IncSemiconductor Equipment3.79%
Scottish & Southern EnergyElectric Utilities3.36%
Energias de Portugal SAElectric Utilities2.99%
PG&E CorporationElectric Utilities2.28%
Siemens Gamesa Renewable Energy SAHeavy Electrical Equipment2.14%
Sunrun Inc.Electrical Components & Equipment2.11%
Xinyi Solar Holdings LtdSemiconductor Equipment2.06%
First Solar IncSemiconductors1.91%
Siemens Energy AGHeavy Electrical Equipment1.84%
EDP Renovaveis SARenewable Electricity1.50%
VERBUND AGElectric Utilities1.42%
Algonquin Power & Utilities Corp.Multi-Utilities1.36%
Northland Power Inc.Independent Power Producers & Energy Traders1.32%
China Longyuan Power Group CorporationRenewable Electricity1.26%
Daqo New Energy CorpSemiconductor Equipment1.12%
Ballard Power Systems IncElectrical Components & Equipment1.12%
IDACORP IncElectric Utilities1.12%
Brookfield Renewable CorporationRenewable Electricity1.00%
Scatec Solar ASARenewable Electricity0.91%
Ormat TechnologiesRenewable Electricity0.89%
Fuelcell Energy IncElectrical Components & Equipment0.81%
Cia Energetica de Minas Gerais Pref ADRElectric Utilities0.80%
Bloom Energy CorpHeavy Electrical Equipment0.78%
Boralex Inc. 'A'Renewable Electricity0.75%
Renewable Energy Group IncOil & Gas Refining & Marketing0.75%
Contact Energy LtdElectric Utilities0.72%
Hanwha SolutionsCommodity Chemicals0.72%
Meridian Energy LtdRenewable Electricity0.72%
Hawaiian Electric IndustriesElectric Utilities0.70%
Avista CorpMulti-Utilities0.70%
Atlantica Sustainable Infrastructure plcRenewable Electricity0.65%
Innergex Renewable Energy IncRenewable Electricity0.58%
Sunpower CorpSemiconductors0.56%
Shoals Technologies Group, Inc. Class AElectrical Components & Equipment0.55%
Nordex SEHeavy Electrical Equipment0.54%
Sunnova Energy International Inc.Renewable Electricity0.54%
Allete IncElectric Utilities0.53%
Enel Americas S.A. ADRElectric Utilities0.53%
Neoen SARenewable Electricity0.53%
Encavis AGRenewable Electricity0.52%
Canadian Solar IncSemiconductors0.52%
Doosan Fuel Cell Co LtdElectrical Components & Equipment0.48%
NEL ASAHeavy Electrical Equipment0.48%
TPI Composites, Inc.Heavy Electrical Equipment0.45%
Solaria Energia y Medioambiente SARenewable Electricity0.41%
Centrais Electricas Brasileiras SA ADRElectric Utilities0.40%
JinkoSolar Holding Co LtdSemiconductors0.38%
TransAlta Renewables Inc.Renewable Electricity0.37%
Xinjiang Goldwind Sci & Tech-HHeavy Electrical Equipment0.37%
ERG SpAIndependent Power Producers & Energy Traders0.37%
RENOVA IncRenewable Electricity0.36%
Green Plains Inc.Oil & Gas Refining & Marketing0.34%
Drax GroupIndependent Power Producers & Energy Traders0.34%
Companhia Paranaense de EnergiaElectric Utilities0.33%
Meyer Burger Technology AGSemiconductor Equipment0.31%
Enlight Renewable Energy LtdRenewable Electricity0.31%
PowerCell Sweden ABElectrical Components & Equipment0.29%
Flat Glass Group Co. Ltd. - H SharesSemiconductors0.27%
SMA Solar Technology AGSemiconductor Equipment0.26%
CS Wind CorporationHeavy Electrical Equipment0.26%
AlbiomaRenewable Electricity0.25%
Xinyi Energy Holdings LtdRenewable Electricity0.25%
Energix - Renewable Energies LtdRenewable Electricity0.25%
Verbio AGOil & Gas Refining & Marketing0.24%
Falck Renewables SpARenewable Electricity0.23%
McPhy EnergyIndustrial Machinery0.21%
Eolus Vind ABConstruction & Engineering0.14%
Unison Co Ltd/South KoreaHeavy Electrical Equipment0.11%
Azure Power GlobalRenewable Electricity0.10%
Maxeon Solar Technologies LtdSemiconductors0.07%
GCL New Energy Holdings LtdRenewable Electricity0.05%
Audax Renovables SARenewable Electricity0.04%
Hyundai Energy Solutions Co LtdSemiconductors0.04%

Fund Holdings

Transparency is key and we think you should know which companies you own within our Fund. You can find out more about constituent selection here

Sector Holdings

For those that like to get into the detail of asset allocation or their holdings, this sector breakdown shows you which industries you have investment across.  

Performance

Range of returns

-54.61% vs +158.25%

The best and the worst 12 month returns in 10 years to end of April 2021*

Growth of $10,000

$27,653

For the 5 years to May 2021, an investment of $10,000 would be up 176.53%*

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

3 months

-11.50%

1 year

65.47%

5 years

22.56%

10 years

6.49%

Since Inception

N/A

Fund returns are after fees, but before tax as at 31 May 2021. See our full performance disclaimer for more details. 

Under $25,000 invested

0.55%

Over $25,000 invested

0.45%

Fees & perks simplified

The investment management fee rebate is on your total invested portfolio, not per fund. For more information on how this works, please see here

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. 

Documents & Resources

Other Sustainable Funds

Global Green Property

Invests in global companies owning and operating real estate, with weighting towards sustainable practices.

NZ 50 ESG Titled

Invests in the S&P/NZX 50 with adjustments for sustainability factors.

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© Copyright 2021 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices