Sustainable
Guinness Sustainable Energy
Überblick
The Guinness Sustainable Energy strategy seeks capital growth and invests in companies engaged in the generation and storage of sustainable energy and the electrification and efficiency of energy demand.
Over the next 30 years, the world will transition to a sustainable energy system. The key factors driving the transition are:
- Population and GDP growth — putting a significant strain on today’s energy supply.
- Climate change — the world reducing carbon emissions via cleaner energy.
- Pollution — governments driving air pollution out of cities via cleaner energy.
- Energy security — sustainable energy tends to be distributed, and will lower reliance on energy imports.
- Economics — sustainable sources of energy will be cheaper than the incumbents.
The Guinness Sustainable Energy strategy is positioned to benefit from the many opportunities associated with this transition.
Responsible A
Titan Square Mile
Best Fund over 10 Years - Equity Theme - Alternative Energy
Refinitiv Europe Lipper Fund Awards 2022
Rigorous independent analysis of the fundamental drivers of sustainable energy markets: energy commodity prices; sustainable energy technology research and development; installation and equipment prices; political and economic support for the sector; government and private sector demand; informs a top-down view that drives energy sub-sector allocation.
A disciplined stock screening process then identifies companies which look attractive on return on investment, valuation, earnings sentiment and price momentum. Each idea is then subjected to due diligence and detailed financial modelling before inclusion.
Why invest in the Guinness Sustainable Energy Fund?
- Concentrated exposure – The portfolio consists of 30 liquid, broadly equally weighted positions, in a balance between concentration and managing stock-specific risk.
- Experienced team – The investment team has over 25 years’ experience of running energy investment strategies and providing insight for investors into energy markets.
- Disciplined thematic investment – The team has built an intelligent universe specific to Guinness, of around 300 stocks, covering the breadth of the sustainable energy sector from electrification and efficiency to equipment and generation, supporting those investing for the energy transition.
- Attractive portfolio characteristics – Detailed modelling is used to identify sustainable stocks with quality and growth characteristics at attractive valuations.
- Impact aligned – The Guinness Sustainable Energy Fund is designated as Article 9 under EU SFDR and invests in companies playing a key role in the energy transition.
The Guinness Sustainable Energy Fund provides liquid exposure to a major investment theme for the coming decades. It could be suitable for those investing for the energy transition, looking for a long-term thematic growth allocation or to align their capital with the decarbonisation impact of portfolio companies.
Fondsdaten
- Launch Date
- 19.12.2007
- Fund Managers (start date)
- Jonathan Waghorn (31.12.2018)Will Riley (31.12.2018)Jamie Melrose (31.05.2026)Jordan Patel (31.05.2026)
- Benchmark
- MSCI World
- IA Sector
- IA Commodities and Natural Resources
- ISIN
- IE00BFYV9L73
- SEDOL
- BFYV9L7
- BLOOMBERG
- GUIAEZG ID
- Underlying currency
- USD
- Pricing
- Daily, forwards
- Valuation
- 23:00 Dublin time
- Deal cut off time
- 15:00 Dublin time
- UK Reporting Fund Status
- Yes
- ISA Eligible
- Yes
0.74%
None
Fund Registration
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Kommentar
Januar Kommentar
Dies ist eine Marketingmitteilung. Bitte lesen Sie vor einer endgültigen Anlageentscheidung den Prospekt, den Nachtrag (Supplement) sowie die KIDs und KIIDs der Fonds (auf dieser Website verfügbar), die ausführliche Informationen zu deren Merkmalen und Zielen sowie vollständige Informationen zu den Risiken enthalten.
Mehr politische Klarheit, niedrigere Zinsen und eine steigende Energienachfrage verhalfen nachhaltigen Energieaktien 2025 zu einer Outperformance. Die Energiewende wird zunehmend von Energiesicherheit, Bezahlbarkeit und industrieller Wettbewerbsfähigkeit geprägt; die Elektrifizierung von Verkehr, Gebäuden und Industrie sowie der Strombedarf von Rechenzentren stehen im Mittelpunkt. Der Guinness Sustainable Energy Fund erzielte 2025 eine Rendite von 26,9 % in USD gegenüber 21,1 % für den MSCI World Index. Das Portfolio wurde zum Jahresende beim 12-Monats-Forward-KGV mit rund 12 % Abschlag gegenüber dem MSCI World Index gehandelt, obwohl ein höheres Gewinnwachstum prognostiziert wurde. Für 2026 erwartet die IEA ein Wachstum der weltweiten Stromnachfrage von 3,7 %, getrieben durch Industrie, KI und Rechenzentren. Investitionen in saubere Technologien dürften auf 2,5 Billionen US-Dollar und die Netzinvestitionen auf rund 520 Milliarden US-Dollar steigen. Erneuerbare Energien in Verbindung mit Speichern bieten nach Einschätzung des Teams den schnellsten und kostengünstigsten Weg, die Stromknappheit zu lindern; zugleich bleiben Netzausbau, Elektrofahrzeuge sowie Solar- und Windkraft zentrale Wachstumsthemen.
Vollständiger Kommentar
Guinness Sustainable Energy Fund - Januar Kommentar
Januar 2026
Wertentwicklung
Portfolio
Top 10 Holdings
As at 28. Aug. 2026
Source: Guinness Global Investors. Holdings and exposures may be subject to change
Top 10 Holdings
As at 28. Aug. 2026
Source: Guinness Global Investors. Holdings and exposures may be subject to change
Literatur
INSIGHTS IN FOCUS
How has the Iran conflict accelerated the energy transition?
The Iran war has removed around 12 million barrels of oil per day from global markets, triggering an energy shock with no clear resolution. Policymakers worldwide are responding with an accelerated push toward renewables, electrification and energy security. This structural shift looks set to reshape global energy markets for years to come. What does this mean for investors, and which parts of the energy transition stand to benefit most?
Sustainable | 27. Mai 2026 | 11 min read
Find out more
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