The Climate Assets Funds, Climate Assets Balanced and Climate Assets Growth, invest in companies that provide sustainability solutions.
The Funds:
- Are actively managed, with a multi-asset investment approach.
- Focus on investment opportunities that support the development of sustainable societies by pursuing five environmental and social investment themes.
- Are suitable for investors who have either a balanced or growth risk appetite.
Our Annual Sustainable Investment Report 2024
We are delighted to introduce our Annual Sustainable Investment Report 2024, where we provide an overview of our investment philosophy and process while sharing insights and highlights from 2024.
Our Climate Assets Funds
| Climate Assets Balanced Fund |
Climate Assets Growth Fund |
|
| Positive investment themes | Clean Energy, Food, Health & Well-Being, 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 |
The Funds exclude companies that generate revenue from controversial sectors within the economy.
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.
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.