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Climate Assets Fund

The Climate Asset Fund invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.

The Fund:

  • Aims to deliver long-term growth and income, through an actively managed, multi-asset investment approach.
  • Focuses on investing in businesses involved in solutions to some of the world’s long-term challenges - from climate change, resource scarcity and population shifts.
  • Is suitable for investors who have a balanced risk appetite and are seeking to invest in the growth markets of sustainability and environmental technologies, but with lower volatility of returns.

Investment philosophy

Investing mainly in company shares, the Fund also includes exposure to government bonds to help protect the portfolio and alternative assets like renewable energy infrastructure. It favours high quality medium and large companies, to help reduce the volatility of returns when compared to just investing in smaller companies.

For more information on the fund performance, download the latest fund factsheet or contact an investment manager today.

Fund Themes

There are five positive investment themes at the heart of our stock selection process. We only select companies if they offer solutions to ongoing problems and challenges within:

  • Energy
  • Food
  • Health
  • Resource efficiency
  • Water

The Fund excludes companies that source revenue from controversial sectors within the economy.

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The value of your investments and the income from them can fall and you may not recover what you invested.