The Fund
The Arkx Clean Energy Fund invests in leading global companies that are well positioned to benefit from the transition to a low carbon economy. The Fund typically holds investments in 20-30 listed global companies at any point in time. These companies derive revenue from sectors such as, but not limited to: energy efficiency, wind, solar, biofuels and biomass, and power storage.
Arkx (the manager of the Fund) believes this transition to a carbon-free economy is being driven by:
- The growth in energy consumption
- Risks relating to energy security
- The evolving formulation of Government policy in response to the science of climate change
Investment
objective
The Fund aims to deliver long-term wealth creation for investors through the allocation of capital to clean energy sectors and companies that Arkx believes have proven, profitable technologies supported by strong balance sheets.
The Fund aims to outperform (after fees and expenses) the MSCI World Index (Net Dividends, Hedged, in AUD) over rolling five year.
Key benefits of the
Fund
Investing in the Fund provides investors with:
- Active management with the potential for superior returns relative to the Benchmark
- Access to an investment philosophy which aligns responsible investment and superior returns
- Opportunity for portfolio diversification
