Clean Disruption Fund

Investing in a cleaner, greener world.

16,880 TWh

in total renewable energy production1

17.3%

of Australia’s energy is from renewable sources2

US$127B

size of the global autonomous vehicle industry3

73% decrease

in lithium-ion battery costs4

Clean Disruption Trend: Why invest?

Globalisation, mass production, improved healthcare has helped us prosper. In the last 50 years, world population doubled, infant mortality halved and we've seen 50% increase in life expectancy. But this has come at a cost. Since 1970, a third of arable land vanished, 50% of the world's biodiversity disappeared, 2.4 billion people don't have access to clean water. 

There's accelerating awareness of the need to build a more sustainable world for future generations. We need to halve emissions, double our energy capacity (in an efficient manner) and process double the current levels of waste.5 




Challenges ahead

We're set to face significant challenges in the next 30 years as the world's population grows, and we demand more from our planet.

Part of overcoming these challenges involves working towards creating a more sustainable world.

Economic benefits

The economic benefits of the shift towards cleaner, greener sources of energy will be widespread. It's expected to account for 60% of all new energy generation by 2040.6 

It's already created a new investment frontier for anyone seeking to capitalise on this world-changing global megatrend.

Global impact

We think the clean disruption of traditional energy sources (e.g. oil and coal) will create more global impact than any industrial changes we've experienced in the last century.  

It's why we created the Clean Disruption Fund.

Hear from our team behind the Clean Disruption Fund





The clean disruption of energy has the potential to impact all industries.

It will pave the way for new markets, and significantly transform adjacent industries such as:


Energy storage

Transportation

(incl. electric & autonomous cars)

Infrastructure

(incl. property & roads)

Manufacturing

Building materials & lighting

Recycling & waste management


Clean disruption in transportation


The development of more efficient battery storage has spurred the creation of the electric motor. An electric motor is 5 times more energy efficient than a typical internal combustion engine fuelled by petrol, 10 times cheaper to run and has significantly less moving parts resulting in less maintenance costs7. Further, technological developments in computer processing power, graphics hardware and big data software have also fuelled the trend of self-driving or fully autonomous vehicles. 

The global autonomous vehicle market is expected to grow at a growth rate of 39.6% per year between 2017 and 2027, reaching US$126.8 billion by 2027. It grew 54% in 2017 to encompass 3.1 million vehicles globally and is expected to reach 125 million vehicles by 2030.8,9 

In the next few decades, autonomous vehicles will have a significant impact on the logistics and transportation industries, as well as our city landscapes potentially resulting in a need for less roads and parking spaces. If deliveries can be better handled by light and heavy autonomous vehicles, and buses and trains can be also automated, this will divert labour resources to other industries.

Automation will also vastly improve the utilisation of our vehicles. Vehicle utilisation currently sits at around 4% as they are parked and sitting idle for 96% of the time.10 Autonomous vehicles will make ride-sharing services such as Uber and car-sharing services such as Zipcar even more efficient and may eventually lead to the end of car ownership for a portion of the population. This will have flow on effects to insurers as well as consumer behaviour, who suddenly have more time on their hands while they are commuting but no longer driving.

 

Clean disruption in manufacturing


The development of automation, 3D printing and artificial intelligence has created various efficiencies in the manufacturing process for many industries. However, an often-overlooked facet of manufacturing disruption is how the actual process can also be improved from an energy efficiency perspective, with the increasing use of sensors, connectors and controls. It's estimated that the global connector market will be US$60.5 billion in 2018, while the sensor market is about US$120 billion in size with the growth being driven by the demand for higher levels of productivity, efficiency, functionality, miniaturisation and increasing electronics content in the manufacturing process.10


Clean disruption in recycling and waste management

The world’s cities produce 1.3 billion tonnes of solid waste each year with the amount expected to increase to 2.2 billion tonnes by 2025 due to population growth and urbanisation.11 

This is creating an opportunity for companies who can help alleviate the growth in waste either by using recycling technology, creating biofuels from waste materials or finding improved and alternative ways to dispose of and treat solid waste – potentially up to US$2.9 trillion in savings can be achieved in 2030 by being more productive with our resources.12


Clean Disruption Trend: PDS & Fact Sheet

View Product Disclosure Statement

View Fact Sheet



Clean Disruption Trend: What companies?

The Clean Disruption Fund will invest in leading global companies, which are benefitting from our understanding and willingness to build a more sustainable world and global economy. These include companies focused on energy storage, renewable energy sources, recycling and waste management as well as other companies benefitting from improvements in energy efficient technology such as automotive, manufacturing, building materials and lighting companies.


The Fund has just launched on 1 June 2018 and the portfolio is being built up. Below are proposed companies subject to market movements and valuations.

 


Companies in this trend

4.2

of portfolio

BYD Co

Global leader in battery technology used to develop electric vehicles & other consumer electronics.
7.0

of portfolio

Vestas Wind Systems

A leading global supplier of wind turbines to the wind power industry.

Sign in for full company information.

Performance

1 Month

+1.02%

3 Months

+0.44%

6 Months

+8.76%

12 Months

+6.80%

Since Launch (Annualised)

+5.23%

Since Launch

+6.04%

As of July 31, 2019

Note: Launch date is 06 Jun 2018. Past performance is not an indicator of future performance.

Unit Prices

Buy

$ 1.0340

As of Aug. 14, 2019

Sell

$ 1.0309

As of Aug. 14, 2019

Current Price

$ 1.0324

As of Aug. 14, 2019

Note: This is a forward pricing fund. The price you receive is based on close of market prices.

Click to view Clean Disruption history
DateBuySellCurrent PriceDistribution
Aug. 14, 20191.03401.03091.0324
Aug. 13, 20191.04631.04311.0447
Aug. 12, 20191.04561.04241.0440
Aug. 9, 20191.04491.04181.0433
Aug. 8, 20191.05161.04851.0501
Aug. 7, 20191.04951.04631.0479
Aug. 6, 20191.04661.04341.0450
Aug. 5, 20191.03901.03591.0375
Aug. 2, 20191.05371.05061.0521
Aug. 1, 20191.06331.06011.0617
July 31, 20191.06001.05681.0584
July 30, 20191.06801.06481.0664
July 29, 20191.07531.07211.0737
July 26, 20191.07331.07001.0716
July 25, 20191.06891.06571.0673
July 24, 20191.06851.06531.0669
July 23, 20191.06501.06181.0634
July 22, 20191.04971.04661.0482
July 19, 20191.04501.04181.0434
July 18, 20191.04461.04151.0431
July 17, 20191.04651.04341.0449
July 16, 20191.04551.04241.0440
July 15, 20191.04841.04531.0468
July 12, 20191.05191.04871.0503
July 11, 20191.05181.04861.0502
July 10, 20191.05651.05331.0549
July 9, 20191.05621.05301.0546
July 8, 20191.05491.05171.0533
July 5, 20191.05921.05611.0576
July 4, 20191.06291.05971.0613
July 3, 20191.06211.05901.0605
July 2, 20191.05761.05441.0560
July 1, 20191.06261.05941.0610
June 30, 20191.04931.04621.04770.001973
June 28, 20191.05131.04811.0497
June 27, 20191.04791.04481.0463
June 26, 20191.04461.04151.0431
June 25, 20191.03991.03681.0384
June 24, 20191.04231.03921.0408
June 21, 20191.04821.04511.0467
June 20, 20191.04941.04621.0478
June 19, 20191.03971.03661.0381
June 18, 20191.03671.03361.0352
June 17, 20191.02511.02201.0235
June 14, 20191.02231.01921.0207
June 13, 20191.02901.02591.0275
June 12, 20191.02031.01731.0188
June 11, 20191.02811.02501.0265
June 7, 20191.01461.01161.0131
June 6, 20191.00851.00551.0070
June 5, 20191.00531.00231.0038
June 4, 20191.00501.00191.0034
June 3, 20190.99640.99340.9949
May 31, 20190.99440.99140.9929
May 30, 20191.00371.00071.0022
May 29, 20191.00140.99840.9999
May 28, 20191.00821.00521.0067
May 27, 20191.00731.00431.0058
May 24, 20191.00761.00461.0061
May 23, 20191.00381.00071.0023
May 22, 20191.01711.01401.0156
May 21, 20191.01691.01391.0154
May 20, 20191.00531.00231.0038
May 17, 20191.01991.01681.0184
May 16, 20191.02361.02051.0220
May 15, 20191.01961.01651.0181
May 14, 20191.01841.01541.0169
May 13, 20191.01091.00791.0094
May 10, 20191.02541.02231.0239
May 9, 20191.02611.02301.0245
May 8, 20191.03131.02831.0298
May 7, 20191.03741.03431.0358
May 6, 20191.04311.04001.0416
May 3, 20191.05621.05301.0546
May 2, 20191.05211.04901.0505
May 1, 20191.05511.05201.0536
April 30, 20191.05741.05421.0558
April 29, 20191.05361.05041.0520
April 26, 20191.05421.05111.0526
April 24, 20191.06041.05721.0588
April 23, 20191.05211.04901.0506
April 18, 20191.04651.04341.0449
April 17, 20191.04791.04481.0463
April 16, 20191.04211.03901.0405
April 15, 20191.03721.03411.0356
April 12, 20191.03771.03461.0362
April 11, 20191.03651.03341.0350
April 10, 20191.03511.03201.0336
April 9, 20191.02761.02451.0260
April 8, 20191.04121.03811.0396
April 5, 20191.03831.03521.0367
April 4, 20191.03631.03321.0347
April 3, 20191.03441.03131.0328
April 2, 20191.02801.02491.0264
April 1, 20191.02071.01771.0192
March 29, 20191.00701.00401.0055
March 28, 20191.00190.99891.0004
March 27, 20191.01211.00901.0106
March 26, 20191.00881.00581.0073
March 25, 20191.00741.00441.0059
March 22, 20191.01221.00911.0107
March 21, 20191.02801.02491.0265
March 20, 20191.02721.02411.0257
March 19, 20191.02851.02541.0270
March 18, 20191.03121.02811.0296
March 15, 20191.03091.02781.0294
March 14, 20191.02621.02321.0247
March 13, 20191.02461.02151.0230
March 12, 20191.02111.01811.0196
March 11, 20191.01931.01631.0178
March 8, 20191.01051.00751.0090
March 7, 20191.01611.01301.0146
March 6, 20191.01991.01691.0184
March 5, 20191.02091.01781.0194
March 4, 20191.02281.01971.0213
March 1, 20191.02391.02081.0223
Feb. 28, 20191.02071.01761.0191
Feb. 27, 20191.01951.01651.0180
Feb. 26, 20191.02001.01691.0185
Feb. 25, 20191.02141.01841.0199
Feb. 22, 20191.01971.01661.0182
Feb. 21, 20191.02031.01721.0187
Feb. 20, 20191.01451.01141.0130
Feb. 19, 20191.01131.00831.0098
Feb. 18, 20191.01011.00701.0085
Feb. 15, 20191.01211.00901.0106
Feb. 14, 20191.01131.00821.0098
Feb. 13, 20191.00641.00341.0049
Feb. 12, 20190.99950.99650.9980
Feb. 11, 20190.99130.98830.9898
Feb. 8, 20190.98600.98300.9845
Feb. 7, 20190.98690.98400.9855
Feb. 6, 20190.99550.99250.9940
Feb. 5, 20190.98730.98440.9859
Feb. 4, 20190.98410.98120.9826
Feb. 1, 20190.98190.97900.9805
Jan. 31, 20190.97640.97350.9750
Jan. 30, 20190.98110.97810.9796
Jan. 29, 20190.97830.97540.9768
Jan. 25, 20190.97750.97460.9761
Jan. 24, 20190.97420.97120.9727
Jan. 23, 20190.96150.95860.9600
Jan. 22, 20190.96390.96100.9625
Jan. 21, 20190.96960.96670.9681
Jan. 18, 20190.96630.96340.9649
Jan. 17, 20190.95880.95590.9574
Jan. 16, 20190.95730.95440.9559
Jan. 15, 20190.95380.95090.9524
Jan. 14, 20190.95330.95050.9519
Jan. 11, 20190.95970.95680.9583
Jan. 10, 20190.96210.95920.9607
Jan. 9, 20190.96440.96150.9629
Jan. 8, 20190.95830.95540.9568
Jan. 7, 20190.95290.95000.9514
Jan. 4, 20190.95180.94890.9504
Jan. 3, 20190.94610.94330.9447
Jan. 2, 20190.95560.95270.9541
Dec. 31, 20180.95300.95020.9516
Dec. 28, 20180.95280.94990.9513
Dec. 27, 20180.94970.94680.9483
Dec. 24, 20180.93800.93520.9366
Dec. 21, 20180.94210.93930.9407
Dec. 20, 20180.94660.94370.9451
Dec. 19, 20180.94850.94560.9470
Dec. 18, 20180.95590.95310.9545
Dec. 17, 20180.95420.95130.9528
Dec. 14, 20180.96190.95900.9605
Dec. 13, 20180.96730.96440.9658
Dec. 12, 20180.96370.96080.9623
Dec. 11, 20180.95860.95570.9572
Dec. 10, 20180.95900.95620.9576
Dec. 7, 20180.96000.95710.9585
Dec. 6, 20180.96320.96030.9617
Dec. 5, 20180.96990.96700.9684
Dec. 4, 20180.96630.96340.9648
Dec. 3, 20180.97710.97420.9756
Nov. 30, 20180.97220.96930.9708
Nov. 27, 20180.96760.96470.9661
Nov. 26, 20180.96130.95840.9598
Nov. 22, 20180.95430.95140.9529
Nov. 21, 20180.95440.95150.9530
Nov. 20, 20180.95060.94770.9491
Nov. 19, 20180.95210.94930.9507
Nov. 16, 20180.95480.95190.9533
Nov. 15, 20180.95540.95260.9540
Nov. 13, 20180.95520.95240.9538
Nov. 12, 20180.95250.94960.9511
Nov. 9, 20180.95860.95580.9572
Nov. 8, 20180.96280.95990.9613
Nov. 7, 20180.96170.95880.9602
Nov. 6, 20180.95360.95080.9522
Nov. 5, 20180.95180.94900.9504
Nov. 2, 20180.95260.94980.9512
Nov. 1, 20180.94950.94660.9480
Oct. 31, 20180.94910.94620.9476
Oct. 30, 20180.94490.94210.9435
Oct. 29, 20180.94750.94470.9461
Oct. 26, 20180.94940.94660.9480
Oct. 25, 20180.95750.95460.9561
Oct. 24, 20180.94870.94590.9473
Oct. 23, 20180.95710.95430.9557
Oct. 22, 20180.96010.95720.9586
Oct. 19, 20180.95410.95120.9526
Oct. 18, 20180.96090.95810.9595
Oct. 17, 20180.96780.96490.9664
Oct. 16, 20180.96800.96510.9665
Oct. 15, 20180.95850.95560.9570
Oct. 12, 20180.95880.95590.9573
Oct. 11, 20180.95160.94870.9502
Oct. 10, 20180.96240.95960.9610
Oct. 9, 20180.97850.97550.9770
Oct. 8, 20180.98180.97890.9804
Oct. 5, 20180.98330.98030.9818
Oct. 4, 20180.99620.99320.9947
Oct. 3, 20180.99970.99670.9982
Oct. 2, 20180.99540.99240.9939
Oct. 1, 20180.99840.99540.9969
Sept. 28, 20181.00100.99800.9995
Sept. 27, 20181.00140.99840.9999
Sept. 26, 20181.00000.99700.9985
Sept. 25, 20181.00511.00211.0036
Sept. 24, 20181.00961.00651.0081
Sept. 23, 20180.95650.95360.9550
Sept. 20, 20181.00681.00381.0053
Sept. 19, 20181.00471.00161.0031
Sept. 18, 20181.00341.00041.0019
Sept. 17, 20181.00210.99911.0006
Sept. 14, 20181.00341.00041.0019
Sept. 13, 20180.99680.99380.9953
Sept. 12, 20180.99810.99510.9966
Sept. 11, 20180.99980.99680.9983
Sept. 10, 20180.99800.99500.9965
Sept. 7, 20180.99460.99160.9931
Sept. 6, 20180.99330.99030.9918
Sept. 5, 20180.99770.99470.9962
Sept. 4, 20181.00441.00141.0029
Sept. 3, 20181.00891.00591.0074
Aug. 31, 20181.01031.00731.0088
Aug. 30, 20181.01001.00701.0085
Aug. 29, 20181.01251.00951.0110
Aug. 28, 20181.01121.00821.0097
Aug. 27, 20181.00711.00411.0056
Aug. 24, 20181.00110.99810.9996
Aug. 23, 20181.00260.99961.0011
Aug. 22, 20181.00190.99891.0004
Aug. 21, 20180.99920.99620.9977
Aug. 20, 20180.99590.99300.9944
Aug. 17, 20180.99070.98780.9892
Aug. 16, 20180.98820.98530.9868
Aug. 15, 20180.98800.98510.9866
Aug. 14, 20180.99080.98780.9893
Aug. 13, 20180.98860.98570.9871
Aug. 10, 20180.98970.98670.9882
Aug. 9, 20180.99090.98800.9894
Aug. 8, 20180.98980.98680.9883
Aug. 7, 20180.99080.98780.9893
Aug. 6, 20180.99100.98810.9896
Aug. 3, 20180.99160.98860.9901
Aug. 2, 20180.99280.98980.9913
Aug. 1, 20180.99540.99240.9939
July 31, 20180.99440.99140.9929
July 30, 20180.99310.99010.9916
July 27, 20180.99390.99090.9924
July 26, 20180.99530.99240.9939
July 25, 20180.99420.99120.9927
July 24, 20180.99440.99140.9929
July 23, 20180.99230.98930.9908
July 20, 20180.99320.99030.9918
July 19, 20180.99310.99010.9916
July 18, 20180.99230.98930.9908
July 17, 20180.99040.98740.9889
July 16, 20180.98860.98570.9871
July 13, 20180.99140.98850.9899
July 12, 20180.99060.98770.9892
July 11, 20180.98970.98680.9883
July 10, 20180.99300.99000.9915
July 9, 20180.99190.98890.9904
July 6, 20180.99030.98740.9888
July 5, 20180.99190.98890.9904
July 4, 20180.98930.98630.9878
July 3, 20180.98940.98640.9879
July 2, 20180.99130.98840.9898
June 29, 20180.99460.99170.9932
June 28, 20180.98730.98430.9858
June 27, 20181.00010.99710.9986
June 26, 20180.99880.99580.9973
June 25, 20180.99920.99620.9977
June 22, 20181.00270.99971.0012
June 21, 20181.00280.99981.0013
June 20, 20181.00260.99961.0011
June 19, 20181.00150.99851.0000
June 18, 20181.00150.99851.0000
June 15, 20181.00140.99840.9999
June 14, 20181.00140.99840.9999
June 13, 20181.00140.99840.9999
June 12, 20181.00140.99840.9999
June 8, 20181.00150.99851.0000
June 7, 20181.00150.99851.0000
June 6, 20181.00001.00001.0000
  1. BP Statistical Review of Global Energy and Vaclav Smil, Energy Transitions: Global and National Perspectives - 2016 global energy production by source including biofuels
  2. The Clean Energy Australia Report 2016, Clean Energy Council. This was an increase from 14.6% in 2015. For the European Union, this figure was 17.0% in 2016 having doubled since 2004 (http://ec.europa.eu/eurostat/statistics-explained/index.php/Renewable_energy_statistics). The International Energy Agency stated that the world relied on renewable sources for around 13.2% of its total supply and forecast it to be 26.0% by 2020
  3. Research and Markets, "Autonomous Vehicle Market: Global Drivers, Restraints, Opportunities, Trends, and Forecasts to 2023". Growth between 2017 and 2027 will average 39.6% per year
  4. Bloomberg New Energy Finance, “Lithium-Ion Battery Costs and Market”, 2017 – this is between 2010 (US$1,000 per kWh) and 2016 (US$273 per kWh) and expect this to be fall to US$73/kWh
  5. The Intergovernmental Panel on Climate Change’s Fifth Report, Working Group 1, “Climate Change: Actions, Trends and Implications for Business”, September 2013; International Energy Agency, “Energy Technology Perspectives 2016: Towards Sustainable Urban Energy Systems”, June 2016; The World Bank, “Solid Waste Management Brief, 2017"
  6. Schneider Electric, 2017 Annual Report. Furthermore, 79% of the economic potential of energy efficiency in buildings and more than 50% in general industry, remains untapped
  7. Tony Seba, 2015
  8. Research and Markets, "Autonomous Vehicle Market: Global Drivers, Restraints, Opportunities, Trends, and Forecasts to 2023"
  9. International Energy Agency
  10. RBC Capital Markets, “2017 Primer for Investing in the Connector and Sensor Markets”, May 2017
  11. The World Bank, “What a Waste: A Global Review of Solid Waste Management”, 2012-13
  12. Tomra investor presentation, April 2018

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