Sustainable
Guinness Sustainable Energy UCITS ETF
Überblick
The Guinness Sustainable Energy UCITS ETF is a research-driven strategy seeking capital growth, investing in companies involved in the generation, storage, efficiency and consumption of sustainable energy sources.
The electrification of transportation and improving energy storage economics are driving attractive long-term demand growth for sustainable energy. And as sources become cost competitive with fossil fuels, the cost of supply is expected to continue falling.
Governments and companies are pursuing sustainable energy to meet mandated carbon targets and respond to shifting public expectations, but the weight of sustainable energy in global indices and broad equity funds remains low, creating a valuation opportunity for early movers.
The Guinness Sustainable Energy UCITS ETF strategy invests in companies playing a key role in global decarbonisation, offering investors a vehicle to align capital with positive impact.
A disciplined weekly screening process identifies companies that look attractive on return on investment, valuation, earnings sentiment and price momentum, and screened ideas are subjected to detailed financial modelling to establish conviction before inclusion in the portfolio.
Sub-sector allocation is determined from rigorous independent analysis of the fundamental drivers of sustainable energy markets, with key inputs including energy commodity prices, technology research and development, installation and equipment prices, and government and private sector demand.
The Fund targets four sub-sectors within a proprietary investment universe of around 250 companies most directly exposed to the sustainable energy transition:
- Displacement - More efficient usage or displacement of hydrocarbon-based energy.
- Electrification - The switching of hydrocarbon-based fuel demand towards electricity, particularly for electric vehicles.
- Installation - The manufacture of equipment for the generation and consumption of sustainable energy.
- Generation - The production of sustainable energy, from pureplay companies or those transitioning from hydrocarbon-based fuels.
The Fund is not limited to pure plays and may include companies with existing hydrocarbon exposure where there is a credible commitment to transition.
- Equal-weight approach - The fund comprises around 30 broadly equally weighted energy companies, balancing fund concentration with stock-specific risk management. An existing position must be sold to fund any new holding, imposing a structural sell discipline.
- Sector weights - There is no benchmark adherence in the Fund’s sub-sector weights.
- Liquidity - 90% of the Fund is normally invested in companies with a market capitalisation above US$500m.
- Currency - The Fund is not hedged from a currency perspective.
- Specialist team - Over 20 years’ experience running energy investment strategies, with consistent process and ongoing insight for investors navigating the energy transition.
- Valuation opportunity - The portfolio displays growth characteristics alongside higher returns on capital, lower valuation multiples and stronger balance sheets than the MSCI World Index.
The Guinness Sustainable Energy UCITS ETF is a vehicle for investors seeking to align capital with global decarbonisation and reduce the carbon intensity of their portfolios.
Fondsdaten
- Auflegungsdatum
- 24.07.2024
- Fund Managers (start date)
- Jonathan Waghorn (25.07.2024)Will Riley (25.07.2024)Jamie Melrose (31.05.2026)Jordan Patel (31.05.2026)
- Benchmark
- MSCI World
- ISIN
- IE00BNC1F287
- Underlying currency
- USD
- Administrator
- J.P. Morgan Administration Services (Ireland) Limited
- ISA Eligible
- Yes
0.65%
Fund Registration
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Kommentar
November Commentary
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.
THE ENERGY TRANSITION: CRESTING THE BLUE WAVE The Democratic Party has taken control of both chambers of the United States Congress, the House and Senate, which provides an important, positive catalyst for the energy transition. While we caution against the likelihood of a dramatic re-rating in the sustainable energy sector as in 2020/21, we are encouraged by the prospects for incremental policy developments across the end markets that we invest in. Looking ahead, the Democrats’ victory will create a constructive policy backdrop as attention turns to the 2028 presidential election.
Vollständiger Kommentar
Guinness Sustainable Energy Fund - November Commentary
November 2026
Wertentwicklung
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
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