For wholesale investors in Australia

Net Zero Transition Resources Fund

Global equities portfolio comprised of resources companies across the supply chain positioned for the transition to a low-carbon future

ARSN
657 029 822

Entry Price
$0.9099
As of 09/08/2022

Exit Price
$0.9054
As of 09/08/2022

Overview

Investment objective

The Fund seeks to achieve a total return after fees that exceeds the total return of the S&P Global Natural Resources Index (net dividends reinvested) in AUD over rolling five year periods.

Defining characteristics of our strategy

About this fund

The Fund is actively managed employing a quality driven, bottom up, fundamental stock selection process to construct a liquid diversified portfolio of investments in companies that are involved in the production and utilisation of resources, equipment and/or commodity-related products that are necessary to enable a transition to a low-carbon global economy and that are well-positioned to benefit from ongoing and future demand for natural resources.

The Fund will invest at least 80% of its net assets in equity securities of companies whose products, services and activities are considered as contributing to or benefiting from the goal of achieving “net zero” carbon emissions through the decarbonisation of the global economy, such as carbon reduction, energy transition, sustainable mobility, sustainable industry, and sustainable agriculture.

Why invest in the fund

Supply chain diversification
Diversified across the supply chain spectrum, sub-industries and countries, seeking to increase opportunities and mitigate risk.

Embedded sustainability analysis
Rigorous security selection process with integrated ESG analysis, aiming to identify high quality companies with sustainable competitive advantages.

Experienced team
Over 120 years of combined natural resources investment experience.

Key Information

Asset classEquities
Product structureAustralian MIS
Base currencyAUD
BenchmarkS&P Global Natural Resources Index (net dividends reinvested) in AUD
Year end30-Jun
ARSN657 029 822
Inception date9 March 2022
Portfolio ManagerDaniel Sullivan
Darko Kuzmanovic
Tal Lomnitzer, CFA
Tim Gerrard
Management costs0.85% p.a.
Performance feeNil
Distribution frequencySemi-annually (if any)

PORTFOLIO MANAGEMENT

Tim Gerrard

Portfolio Manager

Industry since 1980. Joined Firm in 2015.

Darko Kuzmanovic

Senior Portfolio Manager

Industry since 1985. Joined Firm in 2015.

Tal Lomnitzer, CFA

Senior Investment Manager

Industry since 2000. Joined Firm in 2019.

Daniel Sullivan

Head of Global Natural Resources | Portfolio Manager

Industry since 1989. Joined Firm in 2013.

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