Emit Capital Asset Management is a boutique Australian fund manager focused on responsible investments in the area of climate finance. They run a thematic, global strategy targeting companies committed to decarbonisation. The investment team have experience across funds management, climate finance, energy markets and investment opportunities for low emission technologies and projects.
Strategy Summary
Emit Capital runs a thematic, global strategy targeting companies committed to decarbonisation. The four themes they tailor their investments to are energy transformation, energy efficiency & storage, transport & infrastructure and water management.
Their top down thematic, fundamental bottom-up analysis approach focuses on identifying high quality emerging, global companies that are profiting from the structural changes identified from climate finance developments. Additionally, their analysis includes a unique factor model and an ESG and Impact Investment inclusion scorecard for each holding and the portfolio as a whole.
The Fund is long only and is expected to hold between 20-50 positions at any one time.
Key Terms
Status:
Open
Inception Date:
Aug 2022
Strategy:
Equity Long
Style:
Growth
Geography:
Global
Domicile:
Australia
Investors:
Wholesale
Min. Investment:
AU$ 100,000
Distributions:
Annually
Applications:
Monthly
Fund Size:
AU$ 0.56m
Management Fee:
1.25%
Manager FUM:
AU$ 0.72m
Performance Fee:
20.00%
Key Statistics
Fund
Index*
Fund
Index*
May 2024:
3.60%
1.46%
Sharpe1:
0.92
0.87
1 Year:
-6.92%
21.18%
Sortino1:
1.83
1.30
3 Years1,2:
-2.71%
10.60%
Best Month1:
42.01%
7.49%
5 Years1,2:
N/A
N/A
Worst Month1:
-13.28%
-8.08%
Inception1,2:
29.13%
11.27%
Volatility1,2:
30.76%
11.23%
Up-Capture1:
134%
N/A
Down-Capture1:
8%
N/A
*All Countries World Index (AUD), 1Since Aug 2019, 2Annualised
General Notes
Returns from Jul-2019 to Aug-2022 are those of the model portfolio. The fund went live in Sep-2022.
Cumulative Returns
Fund Index
Emit Capital Climate Finance Equity Fund - Cumulative Performance vs All Countries World Index (AUD)
Drawdowns
Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Equity Long - Large Cap - Global Peer Group (174 funds) as at May 2024
1 Year
3 Year
5 Year
7 Year
Emit Capital Climate Finance Equity Fund
All Countries World Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.