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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:

Average

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

Benchmark: MSCI All Country World Index

Assets: $6,6 M
Number of Securities: 34

Target Asset Mix (Main Sector Allocation)

  • Information Technology: 35.3%
  • Industrials: 23.8%
  • Utilities: 16.7%
  • Cash & Equivalents: 8.3%

 

Portfolio Management

Managers


Main Securities as at November 30, 2019

JinkoSolar Holding Co. Ltd.6.67%
Canadian Solar Inc.5.54%
Alstom SA4.96%
Signify NV4.84%
ON Semiconductor Corp4.30%
Siemens AG3.96%
EDP-Energias de Portugal SA3.88%
Veolia Environment SA3.84%
Enel SPA3.79%
Panasonic3.58%

Returns

To follow the evolution of daily returns, consult the historical data

Managers' Comments

Global Energy Transition: An opportunity to invest to drive change

Greenchip Financial founders John Cook and Greg Payne share their investment thesis, sector outlook and investment strategy of the Mackenzie Global Environmental Equity Fund.

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