JSS Sustainable Equity - Green Planet with Daniel Lurch
During the Webex event, Daniel Lurch (Portfolio Manager) will focus on the performance of the fund and provide an update on the portfolio and outlook on the strategy. Despite the current environment, we continue to expect a world which is less dependent on oil and an acceleration of the green transition.
The strategy targets pure-players and early stage businesses focused on improving water, soil and air quality. To this end, the actively managed fund selects the most compelling investment opportunities across 4 key themes:
• Ecosystem Protection: e.g. water technologies and pollution abatement technologies.
• Resource Efficiency: e.g. manufacturing efficiency, circular economy.
• New Energies: e.g. solar & wind value chain, hydrogen.
• Smart Mobility: e.g. e-vehicles, smart cities.
As a result of our approach, the fund aspires to fully capture the power of the green revolution by looking at the value chains of those key themes.
Classified as an Article 9 fund under SFDR, it has a clear sustainable investment objective to have at least 30% exposure to Green Revenues at portfolio level. The portfolio’s Green Revenue exposure today is close to 50%.