Management
| ISIN | IE000HXPFDI9 |
|---|---|
| Share Class | Accumulation |
| Ongoing Charge | 1.25% |
| Annual Management Charge | 0.5% |
| Manager Company | Redwheel |
|---|---|
| Fund Type | Open Ended Investment Company |
| Benchmark | Sector Equity Infrastructure |
| Domicile | IRL |
| For Sale in | Switzerland, Germany, Denmark, Spain, Finland, France, United Kingdom, Ireland, Italy, Netherlands, Norway, Sweden |
| Name | Matthew Breidert |
|---|---|
| Since | 31 December 2021 |
| Bio | Mr. Matthew Breidert joined the firm in 2006. He is a senior portfolio manager, overseeing sustainable, impact and ESG strategies, both long only and long/short. Prior to joining the firm, Mr. Breidert was an assistant portfolio manager at Millennium Partners. Previously, he was an investment banker with SG Barr Devlin. Prior to that, he worked at Cornerstone Energy Advisers and FT Energy/RDI in Boulder, Co. Mr. Breidert earned a Bachelor of Science degree in Ecology from the University of Illinois-Urbana Champaign and a Master of Business Administration from Washington University. |
| Name | Michel Sznajer |
|---|---|
| Since | 31 December 2021 |
| Bio | Mr. Sznajer joined the firm in 2016 and serves as a portfolio manager focused on sustainable products. Before joining the firm, he was a partner and portfolio manager at Silvaris Capital Management. Previously, Mr. Sznajer was employed at Wellington Management Co. Prior to that, he worked at Goldman Sachs and Indosuez W.I. CARR. Mr. Sznajer started his career as a management consultant at Bain & Company, covering technology, media and telecommunication, and financial sectors in Asia and Europe. He earned a MSc in business and engineering from Brussels University and is a CFA® charterholder. |
The investment objective of the Fund is to generate long-termtotal returns through investment in sustainable initiatives derived from a combination of capital appreciation and income over time. The Fund will principally focus its investment activities in listed equity securities of companies who are developers, owners and operators, in full or in part, of renewable electricity technology plants and systems, and related infrastructure investments. The Fund will typically emphasize those companies achieving measurable improvements in overall emissions relative to their market peers. The Fund will invest at least 80% of its total assets in listed equity securities of renewable infrastructure companies, which consist of companies deriving at least 50% of revenues from activities in power generation, transmission, distribution, storage and ancillary or related services (Renewable Infrastructure Universe). Such companies invest in renewable generation or other net-zero carbon and related services, and/or contribute to reducing emissions. These include but are not limited to: Solar Wind Hydro-electric Biomass Waste-to-energy Large-scale battery storage assets Transmission and distribution assets related to delivering electricity, including renewable energy The Renewable Infrastructure Universe is a global investment universe that includes companies mainly based in North America, Europe and Asia-Pacific, but also includes companies in other regions to a lesser extent. Under normal market conditions, the Fund may invest up to 20% of its total assets in securities of companies located in non-developed markets. The Renewable Infrastructure Universe includes a broad range of companies, ranging from small market capitalization companies to large market capitalization companies. The Fund may invest in companies of all market capitalizations. Recommendation:ThisFundisappropriatefor investors seeking long-term capital appreciation who are prepared to accept moderate to high volatility. The Sub-Fund does not intend to pay a dividend. For full investment objective and policy information please refer to the prospectus.