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ii ACE 30 - Climate Assets Fund

ii ACE 30 investments:
Climate Assets Fund

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Asset Group Asset Sub-Group Investment Category
Alternatives Mixed asset Adventurous
 

WHY WE RECOMMEND IT

Experienced manager: Claudia Quiroz of Quilter Cheviot has managed this fund since 2010. She has 17 years’ experience managing sustainable, ethical and responsible investments.

Consistently superior performance: The fund regularly outperforms the average annual return of funds in the Investment Association’s Mixed Investment 40-85% Shares sector. Cumulative long-term returns are very strong compared with the sector average. Annualised risk-adjusted returns are in the first quartile of the sector peer group over three years.

 

ETHICAL CRITERIA

ii ACE ethical style: Considers. This means the fund carefully considers an often wide range of ethical and/ or environmental, social and governance (ESG) issues or themes when balancing positive and negative factors.

Fund EcoMarket category: Sustainability Themed. This relates to funds that focus on sustainability related issues and opportunities as part of their investment strategy, often alongside ethical criteria. Their focus is often around longer term societal and environmental trends.

How the fund is managed: It seeks to achieve long-term capital appreciation and provide income by multi-asset allocation and multi-thematic investment. The fund invests around the world with a focus on investment opportunities arising from the convergence of climate change, resource scarcity and population shifts.

 

THE RISKS

Ethical screening: In certain market conditions the performance of the fund may differ significantly from others in the peer group that do not have a focus on specific sectors or companies from a comparable investment universe.

Currency: Because investments are made predominantly outside the UK, performance may be significantly affected by changes in exchange rates.

The fund is expensive: The ‘B’ accumulation share class levies annual ongoing charges of 1.20% as at 30 June 2019.

 
Information and data compiled in September 2019.

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Risk warnings

The information we provide in the ACE 30 investments list does not constitute a "personal recommendation". You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs.

Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.

Any changes to the ii ACE 30 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii ACE 30 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii ACE 30 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii ACE 30 investments list.