A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution.
The world of tomorrow is not going to look like the world of today:
These trends will be the dominant themes during the 2020s and beyond
Investing in these trends requires a dedicated approach – adding one stock to a core portfolio won’t have a big enough impact and buying the sector outright ignores the often ridiculous valuations of companies in these categories
The Sustainable Future portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.
We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.
Equity | 99.4% | |
Fixed Income | ||
Commodities | ||
Cash | 0.6% |
North America | 51.88% | |
Greater Europe | 38.37% | |
Developed Asia | 2.61% | |
Emerging Asia | 7.15% | |
Central/Latin America |
Financials | ||||||||
Industrials | 8.3% | |||||||
Consumer Discretionary | 7.12% | |||||||
Real Estate | 2.8% | |||||||
Consumer Staples | 14.23% | |||||||
Materials | 11.09% | |||||||
Healthcare | 28.33% | |||||||
Utilites | 11.94% | |||||||
Technology | 16.19% | |||||||
Energy | ||||||||
Communications |
Asset Class | Weight (%) |
---|---|
1. Skanska AB | 3.83% |
2. Maple Leaf Foods Inc | 3.69% |
3. Check Point Software Technologies Ltd | 3.66% |
4. Regeneron Pharmaceuticals Inc | 3.64% |
5. BYD Co Ltd | 3.54% |
6. AbbVie Inc | 3.42% |
7. Deere & Co | 3.41% |
8. BioGaia AB | 3.35% |
9. Billerud Aktiebolag | 3.34% |
10. Danone SA | 3.25% |