Please note that as of 21 September 2022, the Climate Assets Fund is now called the Climate Assets Balanced Fund.
The Climate Assets Funds, Climate Assets Balanced and Climate Assets Growth, aim to improve our environment and make a positive sustainability impact.
- Aim to deliver either growth or growth and income, through an actively managed, 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.
Our Climate Assets Funds
|Investment objective||Capital Growth & Income||Capital Growth|
|Positive investment themes||Clean Energy, Food, Health, Resource Efficiency & Water||Clean Energy, Food, Health, Resource Efficiency & Water|
|Equity content||60% to 75%||75% to 95%|
|Timeframe||5 years or more||5 years or more|
|Benchmark||Investment Association 40%-85% Mixed Investment shares||Investment Association Global|
|Key negative criteria||Adult Content, Alcohol, Armaments, Fossil Fuels, Gambling, Nuclear & Tobacco||Adult Content, Alcohol, Armaments, Fossil Fuels, Gambling, Nuclear & Tobacco|
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.
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
- Resource Efficiency
The Funds exclude companies that generate revenue from controversial sectors within the economy.
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.
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