Investing in a cleaner, greener world.
in total renewable energy production1
of Australia’s energy is from renewable sources2
size of the global autonomous vehicle industry3
in lithium-ion battery costs4
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
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.
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.
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:
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
View Product Disclosure Statement
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.
Sign in for full company information.
Performance is currently not yet available for this trend.
Note: This is a forward pricing fund. The price you receive is based on close of market prices.
|Aug. 13, 2018||0.9886||0.9857||0.9871|
|Aug. 10, 2018||0.9897||0.9867||0.9882|
|Aug. 9, 2018||0.9909||0.9880||0.9894|
|Aug. 8, 2018||0.9898||0.9868||0.9883|
|Aug. 7, 2018||0.9908||0.9878||0.9893|
|Aug. 6, 2018||0.9910||0.9881||0.9896|
|Aug. 3, 2018||0.9916||0.9886||0.9901|
|Aug. 2, 2018||0.9928||0.9898||0.9913|
|Aug. 1, 2018||0.9954||0.9924||0.9939|
|July 31, 2018||0.9944||0.9914||0.9929|
|July 30, 2018||0.9931||0.9901||0.9916|
|July 27, 2018||0.9939||0.9909||0.9924|
|July 26, 2018||0.9953||0.9924||0.9939|
|July 25, 2018||0.9942||0.9912||0.9927|
|July 24, 2018||0.9944||0.9914||0.9929|
|July 23, 2018||0.9923||0.9893||0.9908|
|July 20, 2018||0.9932||0.9903||0.9918|
|July 19, 2018||0.9931||0.9901||0.9916|
|July 18, 2018||0.9923||0.9893||0.9908|
|July 17, 2018||0.9904||0.9874||0.9889|
|July 16, 2018||0.9886||0.9857||0.9871|
|July 13, 2018||0.9914||0.9885||0.9899|
|July 12, 2018||0.9906||0.9877||0.9892|
|July 11, 2018||0.9897||0.9868||0.9883|
|July 10, 2018||0.9930||0.9900||0.9915|
|July 9, 2018||0.9919||0.9889||0.9904|
|July 6, 2018||0.9903||0.9874||0.9888|
|July 5, 2018||0.9919||0.9889||0.9904|
|July 4, 2018||0.9893||0.9863||0.9878|
|July 3, 2018||0.9894||0.9864||0.9879|
|July 2, 2018||0.9913||0.9884||0.9898|
|June 29, 2018||0.9946||0.9917||0.9932|
|June 28, 2018||0.9873||0.9843||0.9858|
|June 27, 2018||1.0001||0.9971||0.9986|
|June 26, 2018||0.9988||0.9958||0.9973|
|June 25, 2018||0.9992||0.9962||0.9977|
|June 22, 2018||1.0027||0.9997||1.0012|
|June 21, 2018||1.0028||0.9998||1.0013|
|June 20, 2018||1.0026||0.9996||1.0011|
|June 19, 2018||1.0015||0.9985||1.0000|
|June 18, 2018||1.0015||0.9985||1.0000|
|June 15, 2018||1.0014||0.9984||0.9999|
|June 14, 2018||1.0014||0.9984||0.9999|
|June 13, 2018||1.0014||0.9984||0.9999|
|June 12, 2018||1.0014||0.9984||0.9999|
|June 8, 2018||1.0015||0.9985||1.0000|
|June 7, 2018||1.0015||0.9985||1.0000|
|June 6, 2018||1.0000||1.0000||1.0000|
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