About the smallcase
This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.
Major Investment Rationales -
Ø Things like solar panel installations, electric vehicle sales are at record highs.
Ø ESG factors in Investing – Due to ESG factors in Investing, the energy transition will continue to increase in importance.
Ø Renewable electricity is increasingly cheaper than any new power capacity based on fossil fuels, according to a report by the International Renewable Energy Agency (IRENA).
Ø Climate change is set to be one of the top priorities for the world.
Ø More than a hundred countries have joined an alliance aiming for net-zero emissions by 2050.
Live Performance vs
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.