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 / AverageCategory: Global Equity
Start Date: September 2018
RRSP Admissibility: Yes, 100 % eligible
Benchmark: MSCI All Country World Index
Assets*: $12,3 M
Number of Securities: 35
Target Asset Mix (Main Sector Allocation)
- Equities: 89.0%
- Cash & Sh.term investments: 8.3%
- Other assets: 2.7%
*Fund Facts as of September 27,2019
Portfolio Management
Managers
- Portfolio manager : Mackenzie Financial Corporation
- Sub-advisor: Greenchip Financial dedicated solely to environmental themed investing since 2007.
Main Securities as at March 31, 2020
| JinkoSolar Holding Co. Ltd. | 5.85% |
| Canadian Solar Inc. | 5.72% |
| Alstom SA | 4.57% |
| ON Semiconductor Corp. | 4.09% |
| Enel SPA | 3.93% |
| Signify NV | 3.92% |
| EDP-Energias de Portugal SA | 3.88% |
| Hitachi Ltd | 3.61% |
| Panasonic | 3.57% |
| KEMET Corp. | 3.51% |
Gouvernement des Bermudes 3,72 % 25-01-2027, rachetable 20261,80%
Apple Inc1,64%Progressive Corp/The1,58%
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.
