Climate Friendly

The fund will be an ESG product that invests in large companies which have a lower impact on the global climate.

Victoria Harris
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER




ALL DATA AS AT 31 OCTOBER 2018

Inception

May 2018

NA

Annualised return since inception*

-7.7%

TOTAL SINCE INCEPTION*

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The Fund

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. Click here to view the latest Fund Update.

Investment Process

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.

Investments

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 the Portfolio Manager of the Climate Friendly and JUNO KiwiSaver Balanced Fund. Victoria is also Portfolio Manager of the Global and Growth UK & Europe Funds, with research and analytics input from Guy Thornewill and Chris Wright. Click here to read Victoria’s full profile.

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* Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.