Sustainable
WS Guinness Sustainable Energy
Überblick
An equity fund investing in renewable and sustainable energy companies.
The Guinness Sustainable Energy strategy is managed for capital growth and invests in companies involved in the generation, storage, efficiency and consumption of sustainable energy sources (such as solar, wind, hydro, geothermal, biofuels and biomass).
We believe that over the next twenty years the sustainable energy sector will benefit from the combined effects of:
- Demand growth – The electrification of transportation and improved energy storage economics brings attractive long-term sustainable energy demand growth
- Improving Economics – Sustainable energy sources have become cost competitive with power from fossil fuels; we expect the cost of supply to continue to fall
- Public & Private Support – Both governments and companies are pursuing sustainable energy in order to achieve mandated carbon targets or to improve public perception
- Low current exposure – Poor profitability and need for subsidies has kept the weight of sustainable energy in global indices and broad global equity funds at a low level
- Sustainability Theme – The sustainable energy sector offers 'green' credentials that some investors are targeting to help facilitate global de-carbonisation and to reduce carbon intensity of their portfolios
The Guinness Sustainable Energy strategy is positioned to benefit from the many opportunities associated with the sustainable energy transition. We identify four sub-sectors and have assembled a proprietary investment universe of around 250 companies with critical mass that are most directly exposed to them:
- Displacement: displacement or more efficient usage of hydrocarbon-based energy
- Electrification: the switching of hydrocarbon-based fuel demand towards electricity, especially for electric vehicles
- Installation: the manufacture of equipment for the generation and consumption of sustainable energy
- Generation: the production of sustainable energy, either pureplay companies or those transitioning from hydrocarbon-based fuels
The portfolio comprises around 30 broadly equally weighted positions.
Best Fund over 10 Years - Equity Theme - Alternative Energy
Refinitiv Europe Lipper Fund Awards 2022
Responsible A
Titan Square Mile
Why invest in the WS Guinness Sustainable Energy Fund?
- Concentrated Exposure – Concentrated exposure to 33 sustainable energy companies with an equal-weight approach.
- Specialist Team – 20 years of experience of running energy investment strategies.
- Investment Process – Top Down and Bottom Up investment process based on an internally created Universe of 250 Sustainable Energy companies.
- Valuation Opportunity – The portfolio displays growth characteristics together with higher return on capital, lower valuation multiple and stronger balance sheets than the MSCI World Index.
- Sustainability Theme – Invests in companies playing a key role in global decarbonisation.
Fondsdaten
- Auflegungsdatum
- 30.12.2022
- Fund Managers (start date)
- Jonathan Waghorn (30.12.2022)Will Riley (30.12.2022)Jamie Melrose (31.05.2026)Jordan Patel (31.05.2026)
- Benchmark
- MSCI World
- IA Sector
- IA Commodities and Natural Resources
- ISIN
- GB00BP5J6198
- SEDOL
- BP5J619
- BLOOMBERG
- TBGUSQQ LN
- Underlying currency
- GBP
- Pricing
- Single Swing
- Valuation
- 12:00 UK time
- Administrator
- Waystone Management (UK) Limited
- UK Reporting Fund Status
- Yes
- ISA Eligible
- Yes
0.67%
1.000 £
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
Portfolio
Top 10 Holdings
As at 30. Sept. 2026
Source: Guinness Global Investors. Holdings and exposures may be subject to change
Top 10 Holdings
As at 30. Sept. 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
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