Clean Energy Fund

Provides investors exposure to companies exposed to the transition to clean energy.
1 year returns1
-29.90%
Fees2
1.1%
Risk
7/7

Fund Overview

This fund provides investors with exposure to companies involved in clean energy and the global transition away from fossil fuels.

Top Fund Holdings

Company Industry % Of Fund
FIRST SOLAR, INC. Renewable Energy Equipment 9.44%
ENPHASE ENERGY, INC. Renewable Energy Equipment 7.55%
ON SEMICONDUCTOR CORPORATION Semiconductors 7.50%
ALBEMARLE CORPORATION Chemicals: Diversified 7.33%
TESLA, INC. Automobiles 6.98%
ACUITY BRANDS, INC. Building Materials: Other 4.33%
UNIVERSAL DISPLAY CORPORATION Electronic Components 3.99%
RIVIAN AUTOMOTIVE, INC. (CLASS A) Automobiles 3.81%
NEXTRACKER INC. (CLASS A) Renewable Energy Equipment 3.53%
BROOKFIELD RENEWABLE PARTNERS LP Alternative Electricity 3.33%

Fund Unit Price

Returns

Fund returns as at Mar 31, 2024
-15.16%
since inception
-13.01%
3 months
-17.89%
6 months
-29.90%
1 year
1. The funds have not been in existence for the period shown above as they only launched on 23 May 2022, returns prior to this period are shown using the relevant index adjusted for fees (the Nasdaq Clean Energy Index)
2. Underlying fund costs excludes $30 annual administration fee

Risk Level: 7/7

Specialty growth funds have the potential for high returns though can also be very high risk. Given the very high risk profile, a Specialty Fund is typically given a small allocation in a broader portfolio. You will be limited to investing a maximum of 10% of your investment in a single specialty growth fund.

Lower Risk
1 2 3 4 5 6 7
Higher Risk

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1. Fund returns as at Mar 31, 2024 and are calculated after fees and before tax, returns over 1 year are annualised.
2. Excludes $30 annual fund administration fee and 0.3% facilitator fee for clients who use the services of a facilitator.
3. Past performance is not necessarily an indicator of future performance and return periods may differ.
4. Inception date for Core Funds was 23 October 2019, Inception date for Specialty Funds was 23 May 2022.
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