The Global Environment investment universe
We believe an investment strategy focused on ‘decarbonisation’ can complement a core global equity allocation.
- Efforts to cut carbon emissions are driving vast flows of capital, creating the structural growth opportunity of a lifetime for select companies.
- The Ninety One Global Environment Fund invests in leading climate-solutions companies, focusing on three pathways to a low-carbon future: renewable energy, electrification and resource efficiency.
- We believe an investment strategy focused on ‘decarbonisation’ has the potential to generate above-market returns and contribute to positive real-world impact.
- The Global Environment Fund has little overlap with global equity benchmarks and has historically offered a differentiated return signature. Our modelling shows it can complement a core global equity allocation.