| Asset Group | Asset Sub-Group | Investment Category |
| Alternatives | Specialist | Low cost |
Why we recommend itThe fund tracks the S&P Global Clean Energy Index which invests in companies across the globe that operate in clean energy related businesses from both developed and emerging markets. The target constituent count of 100 all come from the S&P Global BMI. In terms of fees, this fund is on the more expensive side against its ETF peers. A soundly constructed and reasonably representative portfolio leaves this fund well positioned to achieve superior risk-adjusted returns relative to its Morningstar Category peers over the long term. A fund with a high Sustainability Rating, but an above average fee that tracks a broadly representative and diversified benchmark. Sustainability criteriaMorningstar Sustainable Attribute: This fund is considered a sustainable investment product based on its prospectus or other regulatory filings. As a Sustainability Themed Investment, the fund aims to make an impact alongside financial returns through investing in specific issue areas that stand to benefit from long-term trends. | ||
| Information and data compiled March 2023. | ||
Risk warnings
The information we provide in the ACE investments list does not constitute a "personal recommendation". You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs.
Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.
Any changes to the ii ACE investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Review.
Details of all recommendations issued by ii during the previous 12 month period can be found here.
ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii ACE investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.
In addition, staff involved in the production of this ii ACE list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii ACE investments list.