A more sustainable economy, less resource depletion, with a side of growth

Clean water, energy efficiency are among NEI Environmental Leaders manager's favoured themes.

Jade Hemeon 18 October, 2018 | 5:00PM

When it comes to assessing the exposure of NEI Environmental Leaders' portfolio to various industries, the fund's allocation to traditional stock market sectors such as industrials, technology or healthcare fails to provide a true blueprint.

A clearer picture emerges by viewing how holdings are divided among various companies offering solutions for resource optimization and sustainability in four crucial areas: energy, water, food/agriculture and waste management.

People will soon be demanding more resources to power the global economy than the planet can supply, says David Richardson, New York-based executive director of Impax Investment Management, the London-based subadvisor to the fund. In addition to the limited supply of resources essential to life, climate change and pollution are key challenges.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Accor SA ADR5.61 USD-2.97
Aptiv PLC88.95 USD6.80
Assicurazioni Generali ADR7.33 USD-1.41
BAE Systems PLC ADR27.50 USD0.25
BorgWarner Inc39.00 USD-1.47
Danaher Corp206.31 USD-0.41
Delphi Technologies PLC When Issued - Nov 201716.74 USD-1.06
Ecolab Inc204.02 USD-1.68
Ferguson PLC ADR9.63 USD-1.96
Glanbia PLC ADR51.00 USD0.00
ICICI Bank Ltd ADR10.04 USD-0.59
Lloyds Banking Group PLC ADR1.27 USD-3.05
Sealed Air Corp39.13 USD-0.25
Siemens AG ADR69.68 USD-1.14
Tate & Lyle PLC ADR35.61 USD-0.24
TE Connectivity Ltd98.59 USD-2.47
Tesla Inc442.15 USD4.42
Trimble Inc49.35 USD-0.88
Xylem Inc85.59 USD-0.30

About Author

Jade Hemeon

Jade Hemeon  

© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies