Investment Objective
The investment objective of the Fund is to achieve long-term capital appreciation and create positive environmental impact primarily through investments in companies whose activities the Investment Manager determines are related to Energy Transition. Energy Transition in this context is defined as the change happening globally around the production, storage and distribution of energy from traditional sources of energy such as fossil fuels to more sustainable sources such as renewable energy.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.0 | 0.9 | 0.4 | 0.1 | 0.9 | 0.3 | 0.6 | 0.9 | 0.3 | 0.7 | 0.7 | 0.3 | 1.0 | |
| 2022 | 0.3 | 0.8 | 0.9 | 0.5 | 0.6 | 0.3 | 0.3 | 0.7 | 0.7 | 1.0 | 0.7 | 0.4 | 0.6 |
