The investment philosophy is to provide exposure to regulated global carbon markets with the aim of generating positive social, environmental and governance benefits alongside a strong financial return.
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
Diversification benefits
An investment portfolio gains exposure to an alternative liquid asset that has a unique risk/return profile and low correlation with major asset classes.
Investors play a crucial role in creating carbon markets and can contribute to the global net zero movement through participation into these markets.
Carbon markets have a strong outlook with high expected returns which are mandated by governments worldwide and control mechanisms.
Managed within a tracking error budget to the Australian Government’s Your Future, Your Super indices.
As one of the key costs of decarbonisation, carbon prices are expected to be a leading indicator of inflation.
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 long track record of depth and liquidity.
- A portfolio composition of both physical credits and futures
- Actively managed and multiple sources of alpha 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?
We wanted to create a high-quality investment product that provides investors with good returns, but also allows people to invest in the future they want. These megatrends are a key focus of our strategy because they allow investors to achieve both their investment goals and their positive impact goals.
“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.
“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 therefore long-term equity returns.
