Ninety One has today announced that the Global Environment Fund (the ‘Fund’) will adopt the ‘Sustainability Impact’ label on 1 December 2024. The Fund will become one of the first funds to use this label under the Financial Conduct Authority’s Sustainability Disclosure Requirements (the ‘SDR’) regime.
Managed by Deirdre Cooper, Head of Sustainable Equity, and Graeme Baker, Co-Portfolio Manager, the Fund is a high conviction, concentrated global equity portfolio that provides exposure to the multi-decade structural growth opportunity from decarbonisation, driven by the need to transition to net zero. The Fund focuses on identifying businesses whose structural growth is driven by decarbonisation across three key pathways: renewable energy, resource efficiency and electrification. Investing in decarbonisation provides investors with leverage to long-term structural growth, a complementary return profile which, historically has been lowly correlated to peers, and positive environmental impact by financing and engaging with companies that are solving the world’s environmental challenges.
Deirdre Cooper, Head of Sustainable Equity, Ninety One: “As an active, global investment manager, Ninety One’s goal is to provide long-term investment returns for its clients while making a positive difference to people and the planet. The Global Environment Fund’s unconstrained and focused approach, combined with a long-term investment horizon and active engagement, is a powerful way to invest in decarbonisation. The adoption of the ‘Sustainability Impact’ label by the Global Environment Fund is testament to our commitment to have a quantifiable carbon saving impact, enabling the transition to a net zero world.”