The fund has consistently delivered excess returns compared to its index since inception.
According to the annually performed PAE (Potential Avoided Emissions) analysis of the fund, done in collaboration with ISS ESG, "The fund’s underlying holdings potentially avoid more carbon than they emit."
Substantial growth potential – The International Energy Agency (IEA) estimates that annual investments in clean energy need to more than triple by 2030, to around USD 4 trillion, while currently 80% of our energy comes from fossil fuels.
The fund has a long track record; it was launched in Luxembourg in 2007 and in Norway in 1989, and it has attained the LuxFlag Environment and the FNG label, with the highest score for the seventh consecutive time.
The experienced portfolio management team, with complementary profiles from finance, engineering, and ESG, follows a fundamental and bottom-up process focused on companies' competitive advantages, growth, and price.
This actively managed global equity fund (Article 9 - SFDR) focuses on investing in companies that are sustainable enablers for a better environment. The fund takes a broad approach to the environmental theme, investing within three core areas: Clean energy, electrification, and resource efficiency.
The team sees opportunities within industries providing "less obvious" solutions, such as companies that deliver products and services enabling emissions reductions along value chains. These companies offer attractive business models and strong competitive advantages.
