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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:

Low / Average

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

Benchmark: MSCI All Country World Index

Assets*: $1 233 M
Number of Securities: 39

Target Asset Mix (Main Sector Allocation)

  • Equities: 79.7%
  • Cash & Sh.term investments: 19.4%
  • Other assets: 0.9%


*Fund Facts as of March 31, 2021

Portfolio Management

Managers


Main Securities as at May 31, 2021

United Natural Foods Inc 4.72%
ON Semiconductor Corp 4.23%
Canadian Solar Inc 4.18%
Alstom SA 3.88%
Veolia Environnement SA 3.81%
Engie SA 3.70%
Signify NV 3.52%
JinkoSolar Holding Co Ltd 3.46%
Siemens AG 3.22%
Hitachi Ltd 3.17%

Returns

A summary of the annual performance is available in the Fund Facts. 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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