Westbeck Energy Transition UCITS Fund

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 0.3 0.9 0.9 0.4 0.5 0.4 0.5 0.7 0.7 0.7 0.9 0.8 0.1
2022 0.3 0.1 0.2 0.3 0.2 0.5 0.5 0.2 0.8 0.6 0.7 0.3 0.9

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