Searchresult

Disclaimer

By using this website, which contains information about financial products, you declare that you agree with and accept the terms of use.

customer segment



country



Carnot Efficient Energy Fond

European Quality Stocks with a Positive Contribution to the Energy Transition

Reporting

Performance (in CHF, indexed) since 01.01.2010

  • Carnot Efficient Energy
  • STOXX 600 TR

Performance (in CHF, indexiert) seit 01.01.2010

  • Carnot Efficient Energy
  • STOXX 600 TR

Carnot Efficient Energy Fond

Technology Leads to Sustainability

Improving energy efficiency is an area with attractive growth prospects. It not only provides the most environmentally friendly contribution to the energy transition, but also increases energy independence and saves costs.
Key Data

Monthly Report CHF

Monthly Report EUR

Fund Assets

CHF 101.9 Mio.

EUR 109.9 Mio.

Investment Class

Equity Europe

Investment Style

Bottom-Up

Legal Structure

UCITS, Luxembourg SICAV

Initial Issue

2007

Subscription, Redemption

Daily, cut-off 11.oo Uhr

Distribution

Accumulating

Currencies

CHF, EUR

ESG Rating (Global Equities)

A

Carbon Intensity

52 tCO2e / EUR 1 mn revenue

Performance Fee

10% above a hurdle of 5% and HWM

Management Fee

Class C (Private investors):  1.20%

Klasse D (Institutional):      0.90%

Share Classes ISIN

C CHF: LU0330110163

C EUR: LU0330114827

D CHF: LU0330108852

D EUR: LU0330111302

Contact

Andres Gujan, +41 (0)43 299 62 32,
andres.gujan@carnotcapital.com

Matthias Kubli,  +41 (0)43 299 62 31,
matthias.kubli@carnotcapital.com 

The Carnot Efficient Energy Fund is an impact investment fund that invests in publicly traded European companies with energy-saving products and technologies. Through their innovative solutions, these companies make a significant contribution to combating climate change.

These companies are selected from various industries and capitalization classes with the goal of achieving a sustainable and energy-efficient future.

Andritz (AT – Industry)

Belimo (CH – Building technology)

ABB (CH – Industry)

Schneider Electric (FR – Industry)

Legrand (FR – Industry)

Title Selection

The title selection follows the Carnot Quality approach and focuses on established companies with a strong balance sheet and a high return on capital employed (ROCE).

 

Quality

Established Technologies

Attractive Markets

Crisis-Resilient Cashflows

Strong Balance Sheet

Valuation

EV/EBIT, P/E

ROCE

Dividen Yield

Article 9 Funds

The Carnot Efficient Energy Fund is an Article 9 fund under the EU Disclosure Regulation (Sustainable Finance Disclosure Regulation, SFDR).

Exclusion Criteria

Companies with significant revenue in the following areas:

Fossil fuels, weapons and defense, tobacco and alcohol, as well as gambling, pornography, child labor and human rights violations, animal cruelty, genetically modified organisms, and controversial chemicals.

Your Portfolio Manager

Matthias Kubli

Portfolio Manager, CFA

matthias.kubli@carnotcapital.com

+41 43 299 62 31

The 4 Target Sectors

Energy Efficiency Focuses on Where Energy Is Needed

0 %

IT/Software

IT and software companies play a key role in all areas of reducing energy consumption. They are categorized as a separate segment, in which we focus on the following areas:

  • Internet of Things
  • Sensors
  • Power Electronics
  • Digitalization of the Construction Industry
0 %

Building Technology

Buildings account for no less than 40% of energy consumption. The renovation market will therefore experience significant growth on the path to climate neutrality. Attractive product segments include, among others:

  • Heat Pumps
  • Intelligent Ventilation
  • Building Automation (Smart Building)
  • Engineering Services
0 %

Industry

Industrial processes often operate around the clock, consuming significant amounts of energy. Energy-efficient technologies often pay for themselves within a short period of time. The following topics represent our key focus areas:

  • Industry 4.0 (Controls, Software, Sensors)
  • Smart Grid (Grid Management, Energy Storage)
  • Power Plant Technology
  • Hydrogen Infrastructure
0 %

Transport

One-third of energy consumption is attributed to goods and passenger transport. Emission regulations are also being continuously tightened worldwide in this sector. The following topics are of interest to us:

  • Reduction of Vehicle Weight
  • Electromobility
  • Railway Technology

Carnot Efficient Energy Funds

Downloads

Booklet Carnot Capital AG

Funds Overview

Carnot Efficient Energy Fund

European Quality Stocks with a positive contribution to the energy transition. Technology leads to sustainability.

Performance (in CHF, indexed) since 01.01.2010

  • Carnot Efficient Energy
  • STOXX 600 TR
Read More
Factsheet

Carnot Efficient Resources Fund

Global quality stocks with technologies for the circular economy. Counteracting climate change.

Performance (in CHF, indexed) since 01.01.2010

  • Carnot Efficient Resources
  • Aktienindex global
Read More
Factsheet

Helvetica 1291 Fund

Swiss quality stocks with a convincing track record. Swiss values.

Performance (in CHF, indexed) since 01.01.2010

  • Helvetia 1291 Fonds
  • Benchmark
Read More
Factsheet

Augmenta European Quality Fund

European quality stocks with a convincing track record and strong balance sheet. European values.

Performance (in EUR, indexed) since seit 01.01.2010

  • Augmenta European Quality Fonds
  • STOXX 600 TR
Read More
Factsheet

NEWSLETTER

Subscribe to the Latest News on Our Impact Funds and Sustainability Topics.