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$127 billion

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

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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

5.0

of portfolio

BYD Co

Global leader in battery technology used to develop electric vehicles & other consumer electronics.
6.2

of portfolio

Vestas Wind Systems

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

Sign in for full company information.

Performance

Performance is currently not yet available for this trend.

Unit Prices

Buy

$ 0.9886

As of Aug. 13, 2018

Sell

$ 0.9857

As of Aug. 13, 2018

Current Price

$ 0.9871

As of Aug. 13, 2018

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. 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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