Sustainable Future
A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution
Strategy Description

The world of tomorrow is not going to look like the world of today:

  • The US, Europe and China have all committed to carbon neutrality by 2050 and 2060
  • Quality food will give way to responsible food, cheap goods to sustainable goods
  • Everything is going to be digital and software/semiconductors will be everywhere

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. 

Allocation Breakdown
Asset Class
Equity
99.73%
Cash
0.27%
Geography
America
58.30%
Greater Europe
32.22%
Emerging Asia
7.36%
Developed Asia
2.12%
Sector
Healthcare
27.00%
Materials
14.41%
Technology
13.87%
Industrials
13.05%
Utilites
11.76%
Consumer Staples
10.32%
Consumer Discretionary
3.35%
Financials
3.21%
Real Estate
3.03%
Top Holdings
Position
Weight(%)
1.  
Fortinet Inc
3.90
2.  
Alkermes PLC
3.75
3.  
Global X China Clean Energy
3.70
4.  
Global X China Electric Vehicle and Battery ETF
3.65
5.  
Verbund AG
3.35
Position
Weight(%)
6.  
Agilent Technologies Inc
3.26
7.  
SVB Financial Group
3.20
8.  
Edwards Lifesciences Corp
3.19
9.  
Hexagon AB
3.10
10.  
Intuitive Surgical Inc
3.05