Environment, the theme of tomorrow

3 min read 20 Jun 22

Invest in the themes of tomorrow

"We only invest in companies that benefit from the effects of the four investment themes mentioned below, and remain committed to our leitmotif: themes rooted in reality".

Alex Araujo, Fund Manager

Why thematic investing?

Four major themes currently dominate the changing world we live in: demographic change, the need to address environmental challenges, the expansion and renewal of infrastructure and technological innovations. Every day, every individual is affected. Our goal is to exploit the long-term opportunities arising from these thematic trends in a disciplined manner. 

The fund focuses on four main themes: demographics, environment, infrastructure and innovation. Each of these four themes is divided into two sub-themes.

Please note that the value of the fund's assets may fluctuate, causing the net asset value of the fund to fall or rise. You may not get back the amount originally invested

The environment

In the course of climate change, people's environmental awareness is increasing rapidly. In order to achieve the specified climate targets, CO2 emissions must be drastically reduced worldwide over the next few decades. The path towards renewable energies plays a decisive role here. But also the supply of clean water, the sustainable handling of waste and the efficient use of resources by way of recycling are in focus here.

Where do we invest?

Republic Services

The US company is a market leader in waste management and recycling, providing essential services to support a cleaner, safer and healthier world. An industry leader in sustainability with clearly defined climate-related targets.

Examples of portfolio companies (as of 31 March 2022).

For more information on the financial terms used on this page, see the glossary.

The views expressed in this document should not be taken as a recommendation, advice or forecast.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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