The fund will be an ESG product that invests in large companies which have a lower impact on the global climate.
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER
ALL DATA AS AT 30 JUNE 2018
Annualised return since inception*
TOTAL SINCE INCEPTION*
The Climate Friendly Fund’s objective is to deliver long-term capital growth by investing in large companies globally. The Fund will predominantly invest in companies with lower exposure to carbon emissions and fossil-fuel reserves. This fund is open.
The Fund is designed to protect and grow capital by investing in large global companies, directly and through Exchange Traded Funds (ETFs). A key part of the process is assessing a company’s existing carbon emissions and fossil-fuel exposure; and how well they are positioned to transition to a low-carbon global economy.
Further information about the investment strategy is in the SIPO.
If you wish to invest, please download the Product Disclosure Statement (PDS) and the Statement of Investment Policy and Objectives (SIPO), then complete the online application form.
We look for globally listed companies and ETFs with two main characteristics: they can provide long-term capital growth and they have lower exposure to carbon emissions and fossil-fuel reserves. We will look for opportunities across developed and emerging markets.
Find out more about our top holdings by checking out the latest Climate Friendly Fund Fact Sheet.
Meet the Managers
Victoria Harris: Victoria is responsible for researching and conducting detailed analysis of global companies. She is also the Portfolio Manager of the Climate Friendly Fund, and Co-Portfolio Manager of the Global Fund. Click here to read Victoria’s full profile.