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The Global Energy Transition is Driving Investment Opportunity

Systemic shift from fossil-based energy to decentralized, renewable power is driving long-term structural change in how we produce, transmit, store, and consume energy. This energy transition is creating new investment opportunities. Investing in more sustainable business models that improve the efficiency of natural resource use can contribute to a reduced carbon footprint.

Fund Overview

This fund is designed for investors who …

  • Are looking for a medium risk, global equity fund that invests in companies that
    invest in the environmental economy to hold as part of their portfolio
  • Want a medium- to long-term investment
  • Can handle the volatility of stock markets

Investment Objectives

  • Seek long-term capital growth
  • Invest primarily in equity securities of issuers located anywhere in the world that operate in the environmental economy
  • Invest primarily in environmental sectors which include Clean Energy, Energy Efficiency, Clean Technology, Water, Sustainable Agriculture and Transportation

Fund Facts are published once a year.READ THEM NOW.

Summary

Volatility:

indicateur de risque Low / Average

Category: Global Equity
Start Date: October 17,2018
RRSP Admissibility: Yes, 100 % eligible

Benchmark: MSCI All Country World Index

Assets*: $2,7 billion
Number of investments: 43

 


*Fund Facts as of September 29, 2024

Portfolio Management

Managers


Main Securities as at July 31, 2024

Cash and short-term investments 6.7%
Veolia Environnement 6.7%
Enel SPA 4.5%
Siemens  Energy AG 4.3%
Alstom SA 4.2%
Energias de Portugal SA 3.9%
Siemens AG 3.9%
Centrais Eléctricas Brasileiras SA – Eletrobras 3.9%
Canadian Solar Inc. 3.6%
AGCO Corp. 3.4%

Returns

A summary of the annual performance is available in the Fund Facts. To follow the evolution of daily returns, consult the historical data

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