Climate Assets Balanaced Fund: 2010
Climate Assets Growth Fund: 2022
Pioneers in sustainable investment with a track record of strong returns over more than a decade.
Climate Assets Balanaced Fund: 2010
Climate Assets Growth Fund: 2022
Trusted with more than £472m of investors’ money (as at XX Date Year).
Winner, Best Fund
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 the latest performance summary below or download a factsheet.
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 |
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 |
Get in touch with a member of the team to find out more about investing in the Climate Assets fund.