Themes of the future
Energy efficiency, renewable energy and climate change are investment themes of the future.
We make more out of your portfolio. With the “Climate” thematic fund from Swisscanto, your investments prioritise companies that focus on the climate with their products and services.
Climate change is perceptible and is having a greater impact on our lives from day to day. That is why many countries have committed themselves to the 2015 Paris climate targets. They want and need to reduce their net greenhouse gas emissions to zero in order to limit the rise in temperature to well below two degrees compared with pre-industrial levels and promote a low-carbon economy. Decarbonising society and the economy will cost governments and companies a lot of money, but it is inevitable – and offers attractive investment opportunities. Companies involved in energy efficiency, renewable energy, sustainable mobility and resource efficiency will benefit from this over the long term.
We invest in companies with a solid business and sustainability strategy that we believe are operating successfully. We also take into account how they perform in relation to the challenges of climate change. We are confident that companies with a positive impact on a sustainability theme can offer greater growth prospects and return opportunities compared to the wider market.
When selecting stocks, we take into account fundamental data such as the return on invested capital (ROIC). Our objective is to invest in quality companies with a competitive business model, low debt, an attractive ESG profile and a positive return on invested capital.
This thematic fund is suitable for investors who