What We Invest In
The investment objective of the Fund is to achieve long-term capital growth through investment in a diversified portfolio of global quoted equities. The main goal, therefore, is to identify companies with the best and brightest prospects and aim for optimum yield with the minimum of risk.
The fund adopts a global approach to investing. There is no intention to track indices or to mirror industrial or company weightings.
Derivatives will not be used at any time.
As a means of reducing risk the fund can hold elevated amounts of cash when appropriate.
The Sectors We Invest In
Enterprises that are principally engaged with the planet’s natural resources – or that contribute toimproving the efficient use of these resources.
Water: purification and treatment, irrigation, desalination, infrastructure, waste management.
Agriculture: crop yield enhancement, seed technology, farm equipment, food delivery and handling, fertilizer technology.
Forestry: lumber & wood products, log trading, fibreboard, pulp & paper, wood adhesives, sawmills, woodland environmental science and technology, wooden constructions.
Food & Beverages: food and beverage manufacturing and processing, food service industry, distribution, distilling, packaging and retailing.
Energy: solar, wind, hydroelectric, geothermal, tidal, biofuels, CO2 capture & storage, battery technology and fuel cells, waste-to-energy, oil, natural gas, nuclear power.
Raw materials: aluminium, copper, coal, iron ore, lead, nickel, tin, zinc, molybdenum, uranium, rare earth and industrial minerals.
Precious metals: gold, silver, platinum, palladium, rhodium, iridium
The identification of the appropriate universe of stocks is an ongoing and evolving process through which we define a shortlist.
Our approach is a combination of fundamental, technical and market sentiment analyses. We also emphasise relative values of a company and the quality and sustainability of growth and dividends, as well as the firms’ contribution towards a renewable and sustainable world.
Active management and a disciplined approach to selection are used in order to minimise single-stock or concentration risk.