The investment objective is to provide exposure to regulated global carbon markets, an asset class not typically available.
Fund Overview
The Fund is an actively managed strategy focusing on investing in compliance carbon markets globally. The Fund offers institutional and wholesale investors access to the compliance carbon markets of Australia, Europe, the United Kingdom, California and New Zealand.
Primary Objectives
Key Advantages
Investment outlook
Carbon markets have a strong outlook and are driven by legislation and government control mechanisms.
Diversification benefits
Investors have the opportunity to diversify their portfolio by gaining exposure to an asset class that they may not typically have access to.
Hedging against climate transition risk
The climate crisis is creating an increasing cost of carbon that may impact future returns across various asset classes. Carbon markets allow you to hedge this risk by purchasing carbon allowances at current prices.
Hedging against inflation
As one of the key costs of decarbonisation, carbon prices could be inflationary. Investors can hedge this inflation risk through exposure to carbon markets.
Contribute to global decarbonisation efforts
Investors play a crucial role in the development of carbon markets and can contribute to global decarbonisation efforts through participation in these markets.
How We Invest
- Carbon markets require dedicated expertise to manage and monitor global markets.
- Weighted benchmark across emerging carbon markets, increasing diversification and exposure to price convergence.
- The Fund only invests in regulated markets which have a track record of depth and liquidity.
- A portfolio composition of both physical credits and futures
- Actively managed and multiple sources of alpha aiming to provide superior returns at lower risk.
Register Your Interest
Kyle Rodda spoke with our very own Joe Unwin on “How climate change could cost you!” Joe identified that the huge economic risk for investor portfolios is no longer the actual issue of climate change but rather the response by the private sector. So how do you protect yourself and minimise risk in your portfolio? […]
“It doesn’t take a huge genius to say the price of carbon will go up,” says Apostle Managing Director Karyn West. If you would like to know more check out the following article. Click Here
“Companies ESG tilt such as eBay, keeping goods in circulation and out of landfill, is attracting younger buyers, growing market share”. When investing right now, the key focus should be on the fundamentals of companies. David Keir from Dundas Global Investors International met with ausbiz this morning addressing the idea that business growth will drive dividend growth and […]
