Summary

MCCL.ASX is a portfolio of global companies driving and benefiting from the structural shift towards a low-carbon economy, with a focus on clean energy, sustainable transport, energy efficiency, and the circular economy. The Munro Climate Change Leaders Fund Active ETF was quoted on the ASX on 20 January 2022 with ticker MCCL.

Fund Fact Sheet

17.7820
iNAV* as at 06-12-2024 16:29:59

Key Facts

Investment

Global growth equities

Strategy

Climate thematic - long only

Fund type

ASX quoted

Number of positions

15 - 25

Fund inception

20 January 2022

Minimum suggested investment period

5+ years

Pricing

Intraday iNAV

Distribution

Annual

Suitability

The Fund, quoted on the ASX under ticker MCCL, is designed for investors seeking a long term exposure to a portfolio of high quality global growth and climate change focused equities with the potential for capital gains.

The investment return objective of the Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies benefiting from the transition of decarbonisationing the planet located anywhere in the world.

The Fund aims to achieve a return greater than the MSCI All Country World Index (Net) in $A over a 5 to 7 year period.

The Fund will invest in a concentrated portfolio of 15 to 25 listed investments from around the world.

 

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Target Market Determination
How it's different

Climate investment represents a significant structural shift, currently in the early stages of its growth curve, with many climate technologies still in the initial adoption phase offering substantial growth potential. The Fund aims to build a high-quality portfolio of global growth equities that enable or benefit from the transition towards decarbonisation.

The strategy targets listed companies across various industries and regions, focusing on those with earnings prospects set to improve through increased investments in decarbonisation. This is a concentrated, long-only portfolio comprising 15 to 25 companies.

Leveraging an investment process that has been refined over 15 years, the approach focuses on identifying sustainable growth trends that are underappreciated or mispriced, selecting the resulting winners from the stock universe.

We have identified the following key sub-themes within decarbonisation:

  • Clean Energy: Companies benefiting from demand for carbon-free and renewable energy sources, including wind, solar, and renewable diesel.
  • Clean Transport: Companies supporting the growth of electric vehicles, battery technology, and other low-carbon transportation methods.
  • Energy Efficiency: Companies offering energy-efficient solutions such as insulation, electrical switches, lighting, metering, and other related technologies.
  • Circular Economy: Companies positioned to benefit from advancements in recycling, alternative packaging, waste and wastewater management, agricultural technologies, and other resource-conserving services.

These sub-themes are dedicated to decarbonisation but may evolve based on the investment team’s qualitative and quantitative assessments.

Our Climate Co-lead James Tsinidis explain Munro’s view on the climate investment opportunity in the video below:

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Fund Reports

Access the Fund’s top 5 holdings, regional exposure, area of interest exposure and latest month end commentary below.

MCCL.ASX

Monthly Report

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MCCL.ASX

Quarterly Report

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Full Portfolio

Holdings at a 30 day lag

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Performance
Unit Pricing

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You can invest in MCCL via your broker

Buy / sell on the ASX using ticker: MCCL

Product disclosure statement
Target Market Determination