Skip to main content

Sustainable Investment Funds

Pioneers in sustainable investment with a track record of strong returns over more than a decade.

Fund launch date

Climate Assets Balanaced Fund: 2010

Climate Assets Growth Fund: 2022

£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.

Find out more about theClimate Assets Funds

Performance

Download theLatest factsheets

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.

Get in touch