With the widely accepted view that carbon emissions need to reduce over the coming decades, the world will need to transition away from fossil fuel-derived energy, and goods production and consumption i.e. the carbon transition.
This transition will span many decades and provide attractive investment opportunities across a variety of companies that are seeking to financially benefit from the carbon transition.
From areas such as renewable energy, electric vehicles and recycling technologies to materials, components and infrastructure required to make the transition possible, the Fund opens up a world of investment potential.
Energy production and transmission: renewable power generation such as wind, solar and nuclear, renewable fuels such as renewable diesel and biofuels, and the transmission and distribution of electricity.
Materials, components and infrastructure: metals such as copper for wind turbines and electric vehicle (EV) chargers, cobalt, nickel and lithium for EV batteries and semiconductors.1
Transport: electrification of passenger vehicles, trucks, trains, off highway vehicles and aerospace.
Energy storage: hydropower, batteries and hydrogen that serve as stores of energy for use in mobility and stationary power supplies.
Food production: sustainable fertilisers, precision agriculture, vertical farming and other initiatives to reduce carbon generation in food production.
1 This may include companies that currently have material fossil fuels businesses who have made commitments to reduce their scope 1, 2 and 3 emissions.
* Risk warning The Fund will not necessarily be invested in all of the above areas at any given time. By investing in companies involved in manufacturing or resource extraction, the Fund will not by its nature have a low carbon emissions portfolio relative to the broader listed global equity market and may have investments in companies that currently have material fossil fuels businesses. New technologies and areas may emerge which seek to financially benefit from the carbon transition, over the next 20 years or so, which are not listed above. It is therefore not possible to exhaustively list all areas in which the Fund may invest.
“Wind and solar are not the only way to reach net zero emissions. As investors, we can find many different companies on the journey to net zero.” Jodie Bannan, Portfolio Manager
Option 1:
Available as an active ETF (ASX: PGTX)
Buy units through your online broking platform or broker without the lengthy paperwork
Option 2:
Available from Platinum
Contact the Unit Registry for the PDS, TMD and Application Form
Or contact your adviser
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