Sustainable
Guinness Global Environment
Overview
The Guinness Global Environment Fund seeks capital growth and invests in companies helping to improve the use or supply of environmental resources.
A growing global population and increasing prosperity are straining the supply for environmental resources as higher GDP per capita brings greater demand for energy, food, water and agricultural land.
Companies offering environmental solutions are already benefiting from the powerful long-term growth drivers of demographics, decarbonisation and resource scarcity.
The Guinness Global Environment Fund offers advantaged and distinctive exposure to the decarbonised economy by investing in quality environment stocks with high-quality characteristics and reasonable valuations.
- Structural theme – Environment stocks represent a major secular growth theme with a broad opportunity set of mature companies to choose from. The Fund targets the key areas of food, water, climate, waste and land.
- Value discipline – By applying bottom-up valuation analysis the Fund avoids over-paying for the growth potential.
- High conviction – With 30 broadly equally weighted positions, the portfolio applies conviction to every stock while balancing concentration and stock-specific risk.
- Quality approach – A disciplined focus on return on capital provides a repeatable framework to identify quality environment stocks that create real value.
- Differentiation – A focus on quality produces a distinctly different portfolio to peers while avoiding exposure to businesses unable to capitalise on the opportunities.
- Aligning capital with positive outcomes – By investing in impact stocks providing environmental solutions, the Fund offers a vehicle for investors to align their investments with better use of the world's resources.
- Expertise in thematic investing – Co-managers Jordan Patel and Jamie Melrose have over 20 years' combined experience in environmental equities, building on a track record of thematic investing at Guinness Global Investors dating to 2003.
The Guinness Global Environment Fund could be suitable for investors seeking capital appreciation through investing in the environment, or within a thematic or ESG allocation.
Fund Facts
- Launch Date
- 23.12.2025
- Fund Managers (start date)
- Jordan Patel (23.12.2025)Jamie Melrose (23.12.2025)
- ISIN
- IE0000050512
- SEDOL
- BPY1CD0
- BLOOMBERG
- GULEFCE ID
- Underlying currency
- USD
- Pricing
- Daily, forwards
- Valuation
- 23:00 Dublin time
- Administrator
- Waystone Administration Solutions (IE) Limited
- ISA Eligible
- No
1.77%
Fund Registration
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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
Literature
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