Guinness Sustainable Energy UCITS ETF - Accumulating
| Issuer: HANetf |
| Asset Class: Equity |
| TER: 65bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 08 Dec 2020 |
| Ticker: CLMA |
| ISIN: IE00BNC1F287 |
This actively managed fund offers focused exposure to the global sustainable energy sector, aiming to deliver long-term capital growth. The investment strategy is centered on a concentrated portfolio of companies that are integral to the energy transition, operating across the full value chain from renewable power generation to energy efficiency technologies. The portfolio managers employ a disciplined, bottom-up stock selection process to identify high-quality businesses with durable competitive advantages, strong financial health, and attractive valuations. This approach seeks to capture the growth potential of the clean energy theme while maintaining a focus on financially sound and profitable enterprises.
The portfolio is constructed with a distinct equal-weighting methodology at inception, typically holding between 30 and 40 stocks. This approach ensures diversification across various sub-sectors of the sustainable energy theme and prevents over-concentration in a few large-cap names. By giving equal importance to each holding, the strategy allows smaller, innovative companies to contribute meaningfully to overall performance. The fund's objective is to outperform the broader global equity market over the long term, making it a compelling option for those looking to align their investments with the transition to a low-carbon economy through a carefully curated and actively managed portfolio.
This product is designed for investors seeking to capitalize on the structural shift towards renewable energy sources and sustainability. It may be particularly suitable for individuals who believe in the value of active management for navigating the complexities and identifying the most promising opportunities within this rapidly evolving industry. As an accumulating fund, all income and gains are reinvested, which is ideal for those with a long-term investment horizon focused on maximizing capital appreciation.
