Climate Assets Balanaced Fund: 2010
Climate Assets Growth Fund: 2022
Fund launch date
£472m
Trusted with more than £472m of investors’ money (as at XX Date Year).
COLWMA 2022
Winner, Best Fund
About the Climate Assets Funds
Pioneers in sustainable investment with a track record of strong returns over more than a decade.
The Climate Assets Funds, Climate Assets Balanced and Climate Assets Growth, invest in companies that provide sustainability solutions.
Performance
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Find the latest performance summary below or download a factsheet.
Climate Assets Balanced Fund
Climate Assets Growth Fund
Top 10 Holdings (%)
Climate Assets Balanced Fund
|
Top Fund Holdings |
Primary Sustainable Development Goal (SDG) |
% |
| Thermo Fisher Scientific | SDG 3 (Good Health & Well-being) | 2.87 |
| Emerson Electric | SDG 9 (Industry, Innovation & Infrastructure) | 2.52 |
| Medtronic | SDG 3 (Good Health & Well-being) | 2.50 |
| Amundi | SDG 12 (Responsible Consumption & Production) | 2.43 |
| American Water Works | SDG 6 (Clean Water & Sanitation) | 2.26 |
| UK Gilt 0.875% 2033 | SDG Alignment Not Applicable for Sovereign Debt | 2.24 |
| UK Gilt 4.75% 2030 | SDG Alignment Not Applicable for Sovereign Debt | 2.21 |
| Segro | SDG 9 (Industry, Innovation & Infrastructure) | 2.16 |
| Waste Management | SDG 12 (Responsible Consumption & Production) | 2.13 |
| Waters | SDG 3 (Good Health & Well-being) | 2.13 |
| Total Top 10 | 23.45 |
Climate Assets Growth Fund
|
Top Fund Holdings |
Primary Sustainable Development Goal (SDG) |
% |
| Thermo Fisher Scientific | SDG 3 (Good Health & Well-being) | 2.94 |
| American Water Works | SDG 6 (Clean Water & Sanitation) |
2.56 |
| Waters | SDG 3 (Good Health & Well-being) | 2.13 |
| Adobe | SDG 9 (Industry, Innovation & Infrastructure) |
2.10 |
| Medtronic | SDG 3 (Good Health & Well-being) | 2.08 |
| Emerson Electric | SDG 9 (Industry, Innovation & Infrastructure) | 2.05 |
| Relx | SDG 4 (Quality Education) |
2.00 |
| United Rentals | SDG 9 (Industry, Innovation & Infrastructure) | 1.97 |
| Novo Nordisk | SDG 3 (Good Health & Well-being) | 1.94 |
| UK Gilt 4.75% 2030 | SDG Alignment Not Applicable for Sovereign Debt | 1.91 |
| Total Top 10 | 21.68 |
How to invest
Get in touch with a member of the team to find out more about investing in the Climate Assets fund.