Green Energy & Technology
UCITS ETF
Fund Vision
CIRCA5000 Green Energy & Technology UCITS ETF (C5KG) has been built to address the largest contributor to global greenhouse gas emissions. With energy accounting for almost three quarters of all global emissions, the drive to reach net-zero requires a rapid transition to alternative energy sources. C5KG invests in some of the most impactful companies tackling the energy transition and spearheading the way to net-zero. From clean energy generation to electric vehicles and green buildings, the Fund sets out to cover the full breadth of innovative energy solutions.
As at 29/11/2023
Sub-theme Breakdown
Check out the specific areas of growth and innovation that this fund targets.
- Clean Energy 33.1%
- Energy Efficiency Technologies 22.2%
- EVs & Green Transport 22.0%
- Green Buildings 20.1%
- GHG Reduction 2.6%
Positive Impact
We use external specialists to provide investment-grade data on the social and environmental outcomes of the companies within our funds.
- 60m MWh Renewable Energy Produced
- 389m Metric Tonnes low-emission concrete enabled
- 267m Metric Tonnes CO2e Emissions Avoided
CIRCA5000's strategy is to invest in companies that manufacture products, or offer the services that generate a positive environmental or social impact. For example, the homeowner who buys solar panels for their home is ultimately responsible for the positive impact generated and the company that manufactured them is the facilitator. Therefore, by investing in these companies, CIRCA5000 supports users to generate a positive impact, but we are of course, not responsible for it on our own.
This impact is therefore 'associated' rather than direct. We source our data from two providers, Net Purpose and impak Analytics, to ensure we have the most robust and complete data possible.
Data is annual and based on the latest company reports, with some additional products and services estimates provided by Net Purpose.
As at 27/11/2023
Index Performance
Past performance is not a reliable indicator of future performance. The figures in the chart above refer to simulated past performance from the Impak CIRCA5000 Green Energy & Technology Impact Index (ICGETII) established by BITA (www.bitadata.com). It is calculated using backtested performance data from the underlying holdings of the CIRCA5000 Green Energy & Technology UCITS ETF (C5KG) and the data is backtested from 07/03/2014. The performance is backtested index data which has been sourced from the index provider bitadata and is based on what they perceive to be reasonable assumptions and objective data. The index currency is based in USD and gross of fees. Factors such as fund fees, trading fees and currency exchange rates may affect your return. The annual TER for C5KG is 0.49%.
As at 29/11/2023
Exposure Breakdown
As at 28/11/2023
