S&P Global Clean Energy

This fund invests in global companies involved in the production or provision of Clean Energy. 

13.14%

5 year p.a. index return to 31 March 2022

0.55%

Management fee p.a. (before rebate)

1.51%

Indicative dividend yield as at 31 March 2022

Quarterly
The fund pays distributions

Fund Overview

Join the growing worldwide trend toward renewable energy by investing in this fund, tracking the S&P Global Clean Energy IndexThis fund invests in up to 100 companies with significant or total clean energy exposure and low carbon-to-revenue footprints according to independent assessors Trucost. To be eligible for inclusion, companies must be involved in the production of Clean Energy or provision of Clean Energy Technology & Equipment. Designed to focus on capital growth, the fund is a great satellite holding as part of a core satellite strategy. Read more about the index this fund tracks here.

CompanyIndustry% as at 31 March 2022
Enphase Energy IncSemiconductor Equipment9.34%
Vestas Wind Systems ASHeavy Electrical Equipment7.94%
Consolidated Edison IncMulti-Utilities6.40%
OrstedElectric Utilities6.18%
SolarEdge Technologies IncSemiconductor Equipment5.81%
Plug Power IncElectrical Components & Equipment5.09%
SSE Plc OrdElectric Utilities3.91%
Energias de Portugal SAElectric Utilities3.75%
Iberdrola SAElectric Utilities3.62%
First Solar IncSemiconductors2.84%
Xinyi Solar Holdings LtdSemiconductor Equipment2.73%
Sunrun Inc.Electrical Components & Equipment2.16%
EDP Renovaveis SARenewable Electricity2.14%
Northland Power Inc.Independent Power Producers & Energy Traders1.94%
VERBUND AGElectric Utilities1.88%
Algonquin Power & Utilities Corp.Multi-Utilities1.79%
Siemens Energy AGHeavy Electrical Equipment1.58%
Siemens Gamesa Renewable EnergyHeavy Electrical Equipment1.37%
Cia Energetica de Minas GeraisElectric Utilities1.25%
Bloom Energy CorpHeavy Electrical Equipment1.22%
Brookfield Renewable CorporationRenewable Electricity1.19%
Renewable Energy Group IncOil & Gas Refining & Marketing1.05%
Ballard Power Systems OrdElectrical Components & Equipment1.00%
Boralex Inc. 'A'Renewable Electricity0.99%
Ormat TechnologiesRenewable Electricity0.94%
Encavis AGRenewable Electricity0.85%
Daqo New Energy CorpSemiconductor Equipment0.84%
Avangrid IncElectric Utilities0.84%
Contact Energy LtdElectric Utilities0.82%
Innergex Renewable Energy IncRenewable Electricity0.80%
Clearway Energy Inc Class CIndependent Power Producers & Energy Traders0.76%
Sunnova Energy International Inc.Renewable Electricity0.74%
Centrais Electricas Brasileiras SA ADRElectric Utilities0.73%
NEOEN ORDRenewable Electricity0.71%
Meridian EnergyRenewable Electricity0.70%
JinkoSolar Holding Co LtdSemiconductors0.67%
Nordex SEHeavy Electrical Equipment0.65%
BKW SA OrdElectric Utilities0.63%
Scatec Solar ASARenewable Electricity0.63%
Sunpower CorpSemiconductors0.61%
Shoals Technologies Group, Inc. Class AElectrical Components & Equipment0.61%
Enel Americas S.A. ADRElectric Utilities0.59%
Solaria Energia y Medioambiente SARenewable Electricity0.58%
Green Plains Inc.Oil & Gas Refining & Marketing0.57%
Atlantica Sustainable Infrastructure plcRenewable Electricity0.56%
Fuelcell Energy IncElectrical Components & Equipment0.54%
Flat Glass Group Co. Ltd. - H SharesSemiconductors0.52%
ERG SpAIndependent Power Producers & Energy Traders0.48%
Verbio AGOil & Gas Refining & Marketing0.47%
Array Technologies IncElectrical Components & Equipment0.46%
Enlight Renewable Energy LtdRenewable Electricity0.45%
Xinyi Energy Holdings LtdRenewable Electricity0.45%
Canadian Solar IncSemiconductors0.42%
NEL ASAHeavy Electrical Equipment0.42%
Xinjiang Goldwind Sci & Tech-HHeavy Electrical Equipment0.40%
Falck Renewables SpARenewable Electricity0.39%
Meyer Burger Technology AGSemiconductor Equipment0.35%
China Datang Corp Renewable PowerRenewable Electricity0.33%
Companhia Paranaense de EnergiaElectric Utilities0.32%
PowerCell Sweden ABElectrical Components & Equipment0.32%
Energix - Renewable Energies LtdRenewable Electricity0.29%
SMA Solar Technology AGSemiconductor Equipment0.25%
West Holdings CorpRenewable Electricity0.21%
RENOVA IncRenewable Electricity0.19%
TPI Composites, Inc.Heavy Electrical Equipment0.18%
McPhy EnergyIndustrial Machinery0.16%
Aemetis OrdOil & Gas Refining & Marketing0.13%
Maxeon Solar Technologies LtdSemiconductors0.11%
Azure Power GlobalRenewable Electricity0.10%
GCL New Energy Holdings LtdRenewable Electricity0.06%
Gremz IncEnvironmental & Facilities Services0.05%

Fund Holdings

Transparency is key and we think you should know which companies you own within our Fund. There are currently 71 companies in the Fund, spread across 11 sectors & 22 countries. You can find out more about constituent selection here

Sector Holdings

For those that like to get into the detail of asset allocation or their holdings, this sector breakdown shows you which industries you have investment across.  

Performance

Range of returns

-39.83% vs +155.89%

The best and the worst 12 month returns in 10 years to end of March 2022*

Growth of $10,000

 $28,406

For the 5 years to March 2022, an investment of $10,000 would be up 184.06%*

Investment Objective
Growth & Diversification

The fund is designed to provide long-term capital growth and diversification.

*These are the gross index returns, not including fees or taxes.

Returns

3 months

0.37%

1 year

-8.16%

5 years

23.22%

10 years

13.14%

Since Inception

N/A

Fund returns are after fees and at 0% PIR tax as at 31 March 2022. See our full performance disclaimer for more details. 

Under $25,000 invested

0.55%

Over $25,000 invested

0.45%

Fees & perks simplified

The investment management fee rebate is on your total invested portfolio, not per fund. For more information on how this works, please see here

Risk

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance. 

Other Sustainable Funds

Global Green Property

Invests in global companies owning and operating real estate, with weighting towards sustainable practices.

NZ 50 ESG Titled

Invests in the S&P/NZX 50 with adjustments for sustainability factors.

Start investing in less than 5 minutes

Have any questions? Call us on 0800 537 635 during 9am-5pm weekdays.

Keep up to date with Kernel
For market updates and the latest news from Kernel, subscribe to our newsletter. Guaranteed goodness, straight to your inbox.
© Copyright 2021 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices
Want to chat about this fund?
One of our friendly team can give you a call – book a time below.

Hey Happy Saver! Thanks for checking us out.
Sign up and make your first deposit to get your $10 top-up.

First Name