TT Global Environmental Impact Fund

The TT Global Environmental Impact Fund aims to generate strong long-term returns by investing in the leading global structural growth theme – the green transition.

The Fund backs companies where environmental solutions account for most of its revenue or profit.​

The Fund manager takes impact investing further: one third of TT International’s management fees are donated to environmental charities.

It is a pure-play environmental strategy: all investee companies must produce products or services that tackle an environmental problem.

The Fund was created based on the belief that environmental equities as an asset class will generate secular outperformance for many years to come, given the growing recognition of the global challenges posed by climate change and ecosystem destruction.

This presents Australian investors with a compelling opportunity as financial markets are yet to fully appreciate the scale of the green transition required, given that it will impact a huge number of areas globally, including energy generation, travel, building, diet, agriculture and clothing.

The Fund aims to provide a total return (after fees and expenses) of 2% or more in excess of the MSCI All Country World Index NTR AUD over a rolling three-year period.

The Fund’s strategy is to gain exposure, through the Underlying Fund, to global companies that are delivering solutions to the problems of climate change and ecosystem destruction around the world.

The Fund is a pure environmental strategy: with a high active share portfolio consisting of between 30-40 global stocks. All investee companies must produce products or services that tackle an environmental problem. The Fund aims to have at least 80% of invested capital in companies where environmental solutions account for at least 50% of revenues or profits.

The Underlying Fund is actively managed and is based on a rigorous fundamental stock selection process within an environmentally driven top-down framework.

The Fund typically invests within the following guidelines:

• Underlying Fund  80% - 100%
• Cash                        0 – 20%

Significant benefits of investing in the Fund include:

• an investment vehicle dedicated to environmental causes
• exposure to a portfolio of global listed companies, professionally managed by an experienced and qualified investment team
• diversification benefits across countries and global industry sectors that would be difficult to achieve through a direct investment approach
• due diligence aimed to limit any negative sustainability effects of investment decisions
• exposure to a team of global analysts covering both Developed and Emerging Markets, supported by a Research Advisory Board of leading academics and policy makers
• to have an even greater impact, the Underlying Investment Manager donates a third of its management fees to environmental charities
• investment education and fund manager insights, both in document and digital formats, by subscribing to the monthly email newsletter for the TT Global Environmental Impact Fund.

Copia Investment Partners is an investment group that distributes a range of managed funds through partnerships with Australian and global fund managers. Copia’s investment funds cover a range of investor needs including wealth creation (via equity strategies), fixed income, retirement equity income, as well as environmental impact.

Copia’s investment partners include: Artisan Partners (Global equity - small and mid caps), Chester Asset Management (Australian equity), ECP Asset Management (Australian Equity), Mutual Limited (cash and fixed income), OC Funds Management (Australian small companies), TT International (Global equity - environmental impact) and Vertium Asset Management (Australian equity income).

Copia undertakes a range of support services for its investment partners including: distribution, marketing, compliance, operations, as well as acting as Responsible Entity. This business support allows its partners to focus on investing for clients. The Copia business model was formed in 2000 as part of Opis Capital, an Australian equity fund manager. In 2009 the firm established itself as an independent service provider to other fund managers, before rebranding itself as Copia Investment Partners in 2014. Copia is independently owned with offices in Melbourne, Sydney and Brisbane.