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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Accor SA ADR7.81 USD-1.58
Aptiv PLC143.15 USD0.51
Assicurazioni Generali ADR10.32 USD2.25
BAE Systems PLC ADR27.78 USD-2.77
BorgWarner Inc47.58 USD2.37
Danaher Corp234.84 USD1.07
Ecolab Inc219.74 USD0.14
Ferguson PLC ADR  
Glanbia PLC ADR77.45 USD13.31
ICICI Bank Ltd ADR14.37 USD-6.51
Lloyds Banking Group PLC ADR2.41 USD2.99
Sealed Air Corp47.29 USD1.29
Siemens AG ADR83.06 USD-0.83
Tate & Lyle PLC ADR42.83 USD-1.53
TE Connectivity Ltd131.86 USD0.24
Tesla Inc701.98 USD3.69
Trimble Inc81.30 USD1.12
Xylem Inc108.41 USD0.38

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Jade Hemeon

Jade Hemeon  

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