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Climate Assets Funds

Pioneers in sustainable investment with a track record of strong returns over more than a decade

The Climate Assets Funds, Climate Assets Balanced and Climate Assets Growth, aim to improve our environment and make a positive sustainability impact.

The Funds:

  • Are actively managed, with a multi-asset investment approach.
  • Focus on investing in companies that offer solutions to the global and emerging challenge of delivering ‘more with less’ for a rapidly growing population with a low carbon footprint.
  • Are suitable for investors who have either a balanced or growth risk appetite and are seeking to invest in the growth markets of sustainability and environmental technologies.

How do I access the funds?

Trusted by over 36,000 clients

Managing £24.9 billion assets (as at 30 September 2022)

Helping financial advisers for over 25 years

Our Climate Assets Funds

  Climate Assets
Balanced Fund
Climate Assets
Growth Fund
Positive investment themes Clean Energy, Food, Health, Resource Efficiency & Water
Key negative criteria Adult Content, Alcohol, Armaments, Fossil Fuels, Gambling, Nuclear & Tobacco
Investment objective Capital Growth & Income Capital Growth
Equity content 60% to 75% 75% to 95%
Benchmark Investment Association 40%-85% Mixed Investment shares Investment Association Global
Launch year 2010 2022

Investment Approach

Investing mainly in company shares, the Funds also include exposure to government bonds to help protect the portfolio and alternative assets like renewable energy infrastructure. High quality medium and large companies are favoured, to help reduce the volatility of returns that may occur when investing in smaller companies.

For more information on the Funds' performance, please see the latest factsheet or contact your Business Development Manager or Investment Manager today.

Sustainable Investment 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:

  • Clean Energy

  • Food

  • Health

  • Resource Efficiency

  • Water

The Funds exclude companies that generate revenue from controversial sectors within the economy.

Climate Assets Quarterly update

Did you catch our last quarterly update, where the Climate Assets Fund Managers covered the events of the last quarter and the impact they had on performance? Catch up on demand now.

Watch our latest quarterly webinar View our latest quarterly update

Please note that some data providers may refer to the Climate Assets Funds as The Sun Portfolio Fund - Climate Assets Balanced Fund or Climate Assets Growth Fund; Thesis Climate Assets Balanced Fund or Thesis Climate Assets Growth Fund; or TM Climate Assets Balanced Fund or TM Climate Assets Growth Fund.

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

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