The Quilter Cheviot Climate Assets Fund (‘the Fund’), the flagship balanced strategy for sustainable investment for the firm, has revealed impressive results of +10.78% for the first two quarters of 2016 and +64.40%, since launch to 30 June 2016.
The return places it within the first quartile of the average balanced funds in the UK, as defined by the IA Mixed Investment 40%-85% Shares Sector (+2.46%). During the same period, the Fund has also significantly outperformed the FTSE WMA Stock Market Balanced (+7.22%).
This award winning sustainability fund has outperformed the FTSE WMA Stock Market Balanced over one, two and three years and since launch.
The Fund, which is currently worth £40 million, aims to achieve long-term capital growth and income. The Fund invests globally with opportunities arising in the areas of climate change, resource scarcity and population growth by multi-asset allocation and multi-thematic investing. It is a medium risk fund with a difference. It’s an award winning, global multi-thematic fund focusing on sustainability with five key investment themes – energy, food, health, resources and water, and a strong track record of solid performance.
Claudia Quiroz, lead manager of the Fund, said, “Providing a sustainable investment strategy, which does not compromise performance, is a priority for us at Quilter Cheviot.
Our sustainable and ethical investment strategy allows our clients to have a positive impact on the environment and society without sacrificing financial performance.
“Despite a challenging year for the markets, returns for our sustainability fund remain strong and we continue to outperform the FTSE WMA Stock Market Balanced and the peer group. Assuming our current fund positioning, focus on dollar earners and business with strong cash flow generation, continues to be in favour, the Fund is well positioned to further continue to deliver a solid performance for long term investors”.
Interest in sustainable investment has been growing, and becoming more popular with different types of investors, particular those that would like to reflect their environmental conscious lifestyle in their portfolios. For instance, a recent survey conducted by Good Money Week in 2015 found that 54% of British investors want their investments to have a positive impact, beyond just making money.
The same trend has also been evident in the U.S. The US SIF (Forum for Sustainable and Responsible Investment) 2014 Trends report revealing that $1 in every $6 under professional management in the U.S. is now aligned with sustainable, responsible and impact investing strategies.
Claudia added: “In recent years we have seen a growing number of investors considering the impact their investments have on the environment and wanting to invest their wealth in companies delivering a cleaner and more efficient economy”.
Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest.
SRI Consultant, John Fleetwood of 3D investing said: “The performance has certainly been good and more importantly, consistent. Quilter Cheviot have clearly got the asset allocation right which is possibly the most important driver of performance in a balanced fund.”
A Good Look At How Homes Will Become More Energy Efficient Soon
Everyone always talks about ways they can save energy at home, but the tactics are old school. They’re only tweaking the way they do things at the moment. Sealing holes in your home isn’t exactly the next scientific breakthrough we’ve been waiting for.
There is some good news because technology is progressing quickly. Some tactics might not be brand new, but they’re becoming more popular. Here are a few things you should expect to see in homes all around the country within a few years.
1. The Rise Of Smart Windows
When you look at a window right now it’s just a pane of glass. In the future they’ll be controlled by microprocessors and sensors. They’ll change depending on the specific weather conditions directly outside.
If the sun disappears the shade will automatically adjust to let in more light. The exact opposite will happen when it’s sunny. These energy efficient windows will save everyone a huge amount of money.
2. A Better Way To Cool Roofs
If you wanted to cool a roof down today you would coat it with a material full of specialized pigments. This would allow roofs to deflect the sun and they’d absorb less heat in the process too.
Soon we’ll see the same thing being done, but it will be four times more effective. Roofs will never get too hot again. Anyone with a large roof is going to see a sharp decrease in their energy bills.
3. Low-E Windows Taking Over
It’s a mystery why these aren’t already extremely popular, but things are starting to change. Read low-E window replacement reviews and you’ll see everyone loves them because they’re extremely effective.
They’ll keep heat outside in summer or inside in winter. People don’t even have to buy new windows to enjoy the technology. All they’ll need is a low-E film to place over their current ones.
4. Magnets Will Cool Fridges
Refrigerators haven’t changed much in a very long time. They’re still using a vapor compression process that wastes energy while harming the environment. It won’t be long until they’ll be cooled using magnets instead.
The magnetocaloric effect is going to revolutionize cold food storage. The fluid these fridges are going to use will be water-based, which means the environment can rest easy and energy bills will drop.
5. Improving Our Current LEDs
Everyone who spent a lot of money on energy must have been very happy when LEDs became mainstream. Incandescent light bulbs belong in museums today because the new tech cut costs by up to 85 percent.
That doesn’t mean someone isn’t always trying to improve on an already great invention. The amount of lumens LEDs produce per watt isn’t great, but we’ve already found a way to increase it by 25 percent.
Maybe Homes Will Look Different Too
Do you think we’ll come up with new styles of homes that will take off? Surely it’s not out of the question. Everything inside homes seems to be changing for the better with each passing year. It’s going to continue doing so thanks to amazing inventors.
ShutterStock – Stock photo ID: 613912244
IEMA Urge Government’s Industrial Strategy Skills Overhaul To Adopt A “Long View Approach”
IEMA, in response to the launch of the Government’s Industrial Strategy Green Paper, have welcomed the focus on technical skills and education to boost “competence and capability” of tomorrow’s workforce.
Policy experts at the world’s leading professional association of Environment and Sustainability professionals has today welcomed Prime Minister Teresa May’s confirmation that an overhaul of technical education and skills will form a central part of the Plan for Britain – but warns the strategy must be one for the long term.
Martin Baxter, Chief Policy Advisor at IEMA said this morning that the approach and predicted investment in building a stronger technical skills portfolio to boost the UK’s productivity and economic resilience is positive, and presents an opportunity to drive the UK’s skills profile and commitment to sustainability outside of the EU.
Commenting on the launch of the Government’s Industrial Strategy Green Paper, Baxter said today:
“Government must use the Industrial Strategy as an opportunity to accelerate the UK’s transition to a low-carbon, resource efficient economy – one that is flexible and agile and which gives a progressive outlook for the UK’s future outside the EU.
We welcome the focus on skills and education, as it is vital that tomorrow’s workforce has the competence and capability to innovate and compete globally in high-value manufacturing and leading technology.
There is a real opportunity with the Industrial Strategy, and forthcoming 25 year Environment Plan and Carbon Emissions Reduction Plan, to set long-term economic and environmental outcomes which set the conditions to unlock investment, enhance natural capital and provide employment and export opportunities for UK business.
We will ensure that the Environment and Sustainability profession makes a positive contribution in responding to the Green Paper.”
- Energy4 weeks ago
3 of the Biggest Areas of Growth for Renewable Energies
- Features3 weeks ago
Pelicans, Eagles & Cormorants: The Wonderful Water Birds of Lake Winnipeg
- Environment4 weeks ago
How Can Property Developers Help to Create Sustainable Communities?
- Spend2 weeks ago
7 Ways to Save on Your Energy Bill This Fall