Want to be green and invest successfully? Here’s how
Active or passive? And if passive, which is the best benchmark to track?
Citywire Playbook helps you decide the best route to invest in a low-carbon future
Fund performance chart data is in percentages and to 25 February 2021
The path to a decarbonised world is clear. But how bumpy will it be for investors?
Clean energy has some strong tailwinds. One is the commitment of every major economy to cut greenhouse gases and rising temperatures. Another is a growing demand for ESG investments from major asset owners
Active
Plays
Clean Energy’s best active funds
The clean energy theme caught alight for active managers in 2020 with strong inflows and rising share prices bringing a fresh spotlight to the sector.
Active Play
Handelsbanken Hållbar Energi A1 SEK
Started
Oct 2014
On Benchmark
Active Play
S Generation T
Started
Jul 2010
On Benchmark
Active Play
Quaero Capital Accesbl Cl Eng A-USD
Started
Sep 2017
On Benchmark
Active Play
Handelsbanken Hållbar Energi A1 SEK
Started
Oct 2014
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Patric Lindqvist
Patric Lindqvist
Benchmark
Solactive ISS ESG Screened Global Market
3-year total return % (USD)
144.8
Holdings
87
Biggest holding
Darling Ingredients
Biggest holding size
3.6
%
Active Play
S Generation T
Started
Jul 2010
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Chistian Burger
Chistian Burger
Benchmark
-
3-year total return % (USD)
144.4
Holdings
114
Biggest holding
Fuelcell Energy
Biggest holding size
2.1
%
Active Play
Quaero Capital Accesbl Cl Eng A-USD
Started
Sep 2017
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Martina Turner
Martina Turner
Benchmark
WilderHill NewEnergy GLB Innovate Index
3-year total return % (USD)
138.2
Holdings
44
Biggest holding
Plug Power
Biggest holding size
9.2
%
Index Play
iShares Global Clean Energy
Started
Jun 2008
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.46
%
Benchmark
S&P Global Clean Energy
P/E ratio
37.9
Holdings
-
Biggest holding
Plug Power
Biggest holding size
9.5
%
Index Play
Invesco Solar ETF
Started
Apr 2008
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.69
%
Benchmark
MAC Global Solar Energy Index
P/E ratio
-
Holdings
-
Biggest holding
Enphase Energy Inc
Biggest holding size
10.8
%
Index Play
First Trust Nasdaq Clean Edge Green Energy
Started
Feb 2007
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.6
%
Benchmark
Nasdaq Clean Edge Green Energy
P/E ratio
-
Holdings
-
Biggest holding
Tesla
Biggest holding size
8.4
%
Index
Plays
Clean Energy’s biggest ETFs
Clean energy ETFs also enjoyed a stellar year in 2020. But these funds can be volatile, with indexes built around a small number of concentrated holdings.
Index Play
iShares Global Clean Energy
Started
Jun 2008
On Benchmark
Index Play
Invesco Solar ETF
Started
Apr 2008
On Benchmark
Index Play
First Trust Nasdaq Clean Edge Green Energy
Started
Feb 2007
On Benchmark
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