Investment Objective
The fund offers exposure to the global energy transition theme through a long/short equity, low net & low vol strategy. We break the energy transition down into 5 sub-sectors: End-Markets, Batteries, Renewables, Material Processing, and Critical Materials. The fund aims is to take advantage of the cyclicality in each segment. The fund runs a fairly concentrated portfolio with a mix of long-term, core investments as well as opportunistic trading positions. The fund has a global focus with ESG screening at the core of the investment process. The fund is classifies as an Article 8 under the EU's SFDR.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.5 | 0.5 | 1.0 | 0.3 | 0.8 | 0.3 | 0.5 | 0.6 | 0.2 | 0.1 | 0.3 | 0.2 | 0.3 | |
| 2022 | 0.1 | 0.6 | 0.6 | 0.8 | 0.2 | 0.5 | 0.7 | 0.5 | 0.9 | 0.5 | 0.1 | 0.0 | 0.6 |
