Eco
Playbook

How to invest in the ecology sector

Active or passive? And if passive, which is the best benchmark to track?

Citywire Playbook helps you decide the best route to invest in this fast-growing theme

Fund performance chart data is in percentages and up to 26 January 2021
So why is everyone so excited about eco investing?
Billions of people to feed and a climate crisis have focused attention on the ecology sector like never before. The need to decarbonise the world and change the way we live is opening up new investment opportunities
Listen to our Podcast about investing in the ecology sector
Active
Plays
Three best active funds
Some of the active funds in the eco sector have been around for some time but it's only now that investors are beginning to pay them attention.
Active Play
Green Benefit Global Impact Fund P
Started
Feb 2015
On Benchmark
Active Play
Shelton Green Alpha
Started
Dec 2013
On Benchmark
Active Play
ERSTE WWF Stock Environment EUR
Started
July 2001
On Benchmark
Active Play
Green Benefit Global Impact Fund P
Started
Feb 2015
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Manfred WiegelManfred Wiegel
Manfred Wiegel
Manfred Wiegel
Manfred Wiegel
AA
-
Benchmark
-
3-year total return % (USD)
323.7
Holdings
38
Biggest holding
FuelCell Energy
Biggest holding size
7.7
%
Active Play
Shelton Green Alpha
Started
Dec 2013
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Jeremy DeemsJeremy Deems
Jeremy Deems
Jeremy Deems
Jeremy Deems
AAA
-
Garvin JabuschGarvin Jabusch
Garvin Jabusch
Garvin Jabusch
Garvin Jabusch
AAA
-
Benchmark
MSCI ACWI IMI
3-year total return % (USD)
172.2
Holdings
55
Biggest holding
Tesla
Biggest holding size
5.8
%
Active Play
ERSTE WWF Stock Environment EUR
Started
July 2001
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Clemens KleinClemens Klein
Clemens Klein
Clemens Klein
Clemens Klein
AAA
-
Benchmark
-
3-year total return % (USD)
152.2
Holdings
118
Biggest holding
EDP Renovaveis
Biggest holding size
2
%
Index Play
Lyxor S&P Eurozone Paris-Aligned Climate
Started
Jun 2020
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.2
%
Benchmark
S&P Eurozone LargeMidCap Paris-Aligned Climate
P/E ratio
-
Holdings
-
Biggest holding
ASML
Biggest holding size
5.9
%
Index Play
Deka MSCI USA Climate Change ESG UCITS ETF
Started
July 2020
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.25
%
Benchmark
MSCI USA Climate Change ESG Select
P/E ratio
-
Holdings
-
Biggest holding
Microsoft
Biggest holding size
10.3
%
Index Play
Amundi MSCI World Climate Paris Aligned Pab UCITS ETF DR (C)
Started
Sep 2020
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.25
%
Benchmark
MSCI World Climate Change Paris Aligned Select
P/E ratio
-
Holdings
-
Biggest holding
Apple
Biggest holding size
4.3
%
Index
Plays
Three Largest ETFs
Ecology sector ETFs are right at the cutting edge – all of them have started within the last 12 months – and only now are beginning to gather assets
Index Play
Lyxor S&P Eurozone Paris-Aligned Climate
Started
Jun 2020
On Benchmark
Index Play
Deka MSCI USA Climate Change ESG UCITS ETF
Started
July 2020
On Benchmark
Index Play
Amundi MSCI World Climate Paris Aligned Pab UCITS ETF DR (C)
Started
Sep 2020
On Benchmark