S&P Global Clean Energy

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

23.52%

5 year p.a. index return to August 2021

0.55%

Management fee p.a. (before rebate)

1.50%

Indicative dividend yield as at 31 August 2021

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.

CompanyIndustry% as at 31 Aug 2021
Vestas Wind SystemsHeavy Electrical Equipment8.23%
OrstedElectric Utilities7.98%
Enphase Energy IncSemiconductor Equipment6.48%
NextEra Energy IncElectric Utilities4.59%
Xcel Energy IncElectric Utilities4.18%
SolarEdge Technologies IncSemiconductor Equipment4.14%
Iberdrola SAElectric Utilities4.05%
Enel SpAElectric Utilities3.94%
Plug Power IncElectrical Components & Equipment3.67%
SSE Plc OrdElectric Utilities3.24%
Energias de Portugal SAElectric Utilities2.97%
Xinyi Solar Holdings LtdSemiconductor Equipment2.76%
First Solar IncSemiconductors2.20%
EDP Renovaveis SARenewable Electricity1.97%
Sunrun Inc.Electrical Components & Equipment1.96%
PG&E CorporationElectric Utilities1.88%
Siemens Gamesa Renewable Energy SAHeavy Electrical Equipment1.83%
China Longyuan Power GroupRenewable Electricity1.75%
VERBUND AGElectric Utilities1.71%
Siemens Energy AGHeavy Electrical Equipment1.60%
Northland Power Inc.Independent Power Producers & Energy Traders1.38%
Algonquin Power & Utilities Corp.Multi-Utilities1.28%
Ballard Power Systems OrdElectrical Components & Equipment1.13%
IDACORP IncElectric Utilities1.10%
Brookfield Renewable CorporationRenewable Electricity1.05%
Ormat TechnologiesRenewable Electricity0.88%
Daqo New Energy CorpSemiconductor Equipment0.87%
Cia Energetica de Minas Gerais Pref ADRElectric Utilities0.79%
Meridian EnergyRenewable Electricity0.73%
Bloom Energy CorpHeavy Electrical Equipment0.72%
Contact Energy LtdElectric Utilities0.72%
Shoals Technologies Group, Inc. Class AElectrical Components & Equipment0.71%
Boralex Inc. 'A'Renewable Electricity0.70%
Scatec Solar ASARenewable Electricity0.67%
Hawaiian Electric IndustriesElectric Utilities0.65%
Sunnova Energy International Inc.Renewable Electricity0.65%
Atlantica Sustainable Infrastructure plcRenewable Electricity0.64%
Renewable Energy Group IncOil & Gas Refining & Marketing0.63%
Avista CorpMulti-Utilities0.60%
Flat Glass Group Co. Ltd. - H SharesSemiconductors0.56%
Fuelcell Energy IncElectrical Components & Equipment0.55%
Nordex SEHeavy Electrical Equipment0.55%
Enel Americas S.A. ADRElectric Utilities0.55%
Innergex Renewable Energy IncRenewable Electricity0.52%
JinkoSolar Holding Co LtdSemiconductors0.51%
NEOEN ORDRenewable Electricity0.50%
Allete IncElectric Utilities0.48%
Sunpower CorpSemiconductors0.48%
Drax GroupIndependent Power Producers & Energy Traders0.47%
Canadian Solar IncSemiconductors0.46%
Encavis AGRenewable Electricity0.46%
Centrais Electricas Brasileiras SA ADRElectric Utilities0.46%
Companhia Paranaense de EnergiaElectric Utilities0.43%
Green Plains Inc.Oil & Gas Refining & Marketing0.41%
Enlight Renewable Energy LtdRenewable Electricity0.41%
Xinjiang Goldwind Sci & Tech-HHeavy Electrical Equipment0.40%
Solaria Energia y Medioambiente SARenewable Electricity0.37%
NEL ASAHeavy Electrical Equipment0.37%
RENOVA IncRenewable Electricity0.36%
TransAlta Renewables Inc.Renewable Electricity0.34%
ERG SpAIndependent Power Producers & Energy Traders0.34%
TPI Composites, Inc.Heavy Electrical Equipment0.33%
AlbiomaRenewable Electricity0.33%
Meyer Burger Technology AGSemiconductor Equipment0.31%
Verbio AGOil & Gas Refining & Marketing0.29%
Xinyi Energy Holdings LtdRenewable Electricity0.29%
Falck Renewables SpARenewable Electricity0.26%
PowerCell Sweden ABElectrical Components & Equipment0.26%
Energix - Renewable Energies LtdRenewable Electricity0.23%
SMA Solar Technology AGSemiconductor Equipment0.22%
McPhy EnergyIndustrial Machinery0.12%
Eolus Vind ABConstruction & Engineering0.11%
Azure Power GlobalRenewable Electricity0.10%
GCL New Energy Holdings LtdRenewable Electricity0.10%
Maxeon Solar Technologies LtdSemiconductors0.10%
Audax Renovables SARenewable Electricity0.03%

Fund Holdings

Transparency is key and we think you should know which companies you own within our Fund. There are currently 76 companies in the Fund, spread across 11 sectors & 22 countries. 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

-54.52% vs +155.89%

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

Growth of $10,000

$28,753

For the 5 years to August 2021, an investment of $10,000 would be up 187.53%*

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

6.24%

1 year

31.89%

5 years

23.52%

10 years

9.74%

Since Inception

N/A

Fund returns are after fees, but before tax as at 31 August 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. 

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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Indices provided by: S&P Dow Jones Indices

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