The Resource Efficiency Leaders Fund offers investors a true and efficient exposure to industries with a focus on ecological debts that offer above-average growth prospects (clean environment, efficient use of limited natural resources). This megatrend investment theme is driven by population growth, urbanization and the emerging middle class.
The Resource Efficiency Leaders Fund is an an open-end fund incorporated in Liechtenstein. The Resource Efficiency Leaders Fund seeks to outperform the MSCI World by actively investing in a global universe of sustainable companies. The companies are grouped in five resource efficiency sectors: energy, water, waste, materials and emissions. The stock selection is based on systematic, unemotional processes.
As incomes rise, demand for resources increases and with it also its waste or related emissions. This provides a strong market potential for innovative companies providing resource efficiency products and services. Within the next 10 years up to 3 billion more middle-class consumers are expected by 2030 compared to 1.8bn today.
Markets for resource efficient technologies which help people and companies to save energy and water, to reduce waste and keep the air clean is growing at a high rate of 8-12% p.a. Governments globally, and particularly in emerging economies are investing trillions in resource efficient technologies to fight pollution and maintain healthy living standards in fast-growing cities.
The Resource Efficiency Leaders Fund seeks to outperform the MSCI World by actively investing in 30 stocks out of a universe consisting of sustainable companies. The companies are grouped in five resource efficiency sectors: energy, water, waste, materials and emissions. The stock selection is based on systematic, unemotional processes. All five resource efficiency sectors get the same portfolio weight and consist of 6 equally-weighted single stock positions.
The fund rests on three investment beliefs:
- Resource efficiency is an important megatrend for the future
- Sustainable companies perform better in the longer term
- Better risk-return-characteristics by ICG’s proprietary stock selection models
Systematic Stock Selection Process
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