Forecasts are inherently limited and are not a reliable indicator of future results.
Source: Climate Action Tracker Project, 2017, UN IPCC estimates, 2016 – 2035, https://www.climate-kic.org/news/no-more-excuses-financing-1-5c
A 20-40* stock portfolio investing across electrification, renewable energy and resource efficiency. Diversified across opportunity set, geography and market cap.
* The portfolio may change significantly over a short period of time. This is not a buy, sell or hold recommendations for any particular security. Based on Luxembourg domiciled sister fund. Source: Investec Asset Management, 31 October 2019.
Measurable impact (mt)
3 Figures calculated based on percentage ownership of security within the Global Environment Strategy if US$1 million invested as at 31 December 2018. Based on Luxembourg domiciled sister fund.
A strategic allocation within a global equity portfolio, in a structural growth area
Help rebalance climate risk in other holdings
Make a positive impact by investing in companies helping to tackle climate change
The Global Environment team has the specialist skillsets needed to invest in decarbonisation, specifically: direct experience of managing decarbonisation-focused strategies; and deep knowledge of the economic and investment implications of the energy transition. The Global Environment team draws on the expertise of the wider Natural Resources team at Investec, who have an specialist knowledge of the supply/demand dynamics of metals and mining — including many of the key elements that go into renewable technologies. ESG factors are fully integrated into their investment process.
Our knowledge hub of videos, articles and papers examining the transition to a decarbonisation growth model.
Download our latest Global Environment Impact Report.
Our new Sustainability Brochure describes how we seek to Invest, Engage and Inhabit sustainably.
1https://www.climate-kic.org/news/no-more-excuses-financing-1-5c/ as at 31 October 2018
The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth.
Past performance is not a reliable indicator of future results. If any currency differs from the investor's home currency, returns may increase or decrease as a result of currency fluctuations.
Investment objectives and performance targets are subject to change and may not necessarily be achieved, losses may be made.
Geographic/sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that the resulting value may decrease whilst portfolios more broadly invested might grow.
Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss.
Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.
Commodity-related investment: Commodity prices can be extremely volatile and significant losses may be made.
Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
All information is as at 2.12.19 unless otherwise stated. Fund ratings may be provided by independent rating agencies based on a range of investment criteria, and do not constitute investment advice by Investec Asset Management. For a full description of the ratings please see www.investecassetmanagement.com/ratings.