This is the other fund which deals with Climate Change. After looking thru the materials on hand; if i have to choose betwen DWS and this, i would be very lost. But here are some food for thoughts:
Schroder Climate Change:
1. Team of dedicated Fund Mgrs + Sectorial Specialist
2. Diverse portfolio allocation in US, EU, UK, JP, GEM & others
3. Concentrated stock pick (50-80 stks)
4. 5 diefferent investment themes
DWS Climate Change:
1. Same Fund Mgr as per their global equity fund
2. Less diverse allocation (mostly invested in EU & North US)
3. Diverse Stock pick (100-120 stks)
4. 3 Investment themes
The launch period will be from now till 8th August 2007. Priced at NAV $10.
Showing posts with label Climate Change. Show all posts
Showing posts with label Climate Change. Show all posts
Thursday, July 19, 2007
Tuesday, July 17, 2007
DWS Global Climate Change Fund is now available!
DWS Global Climate Change Fund - Offer period starts from 16 July 07 till 17 August 07. Priced at $1.00 (NAV).
The interesting thing to note is that more than 40% is allocated in Europe and North America. My contact from DWS mentioned that this is due to the fact that these regions are more actively involved and technically more advance in curbing environmental problems than the emerging superpowers (e.g. China & India) in polluting. Since this is not a benchmark rigid fund, the fund mgrs has the option to skew their investment into emerging markets when the region is more ready.
As i have mentioned my preference to invest in Europe for long term, this fund happens to land into my radar. I will be looking at switching my Fidelity MAN fund into this or into DWS Agribiz. :p
The interesting thing to note is that more than 40% is allocated in Europe and North America. My contact from DWS mentioned that this is due to the fact that these regions are more actively involved and technically more advance in curbing environmental problems than the emerging superpowers (e.g. China & India) in polluting. Since this is not a benchmark rigid fund, the fund mgrs has the option to skew their investment into emerging markets when the region is more ready.
As i have mentioned my preference to invest in Europe for long term, this fund happens to land into my radar. I will be looking at switching my Fidelity MAN fund into this or into DWS Agribiz. :p
Saturday, July 14, 2007
Yet Another Climate Fund - Coming Soon!
DWS GLOBAL CLIMATE CHANGE FUND
Investment Objective
The Sub-Fund seeks to achieve an above-average appreciation of capital invested by investing all or substantially all of its assets in DWS Invest Climate Change (the “Underlying Fund”), a sub-fund of DWS Invest, a multi-portfolio investment company incorporated under the laws of the Grand-Duchy of Luxembourg.
Investment Focus and Approach
(a) The Sub-Fund intends to invest in the FC share class of the Underlying Fund, which is denominated in Euros.
(b) At least 70% of the Underlying Fund’s assets (after deduction of liquid assets) are invested in equities, other equity securities and uncertificated equity instruments of foreign and domestic companies that are primarily active in business areas suited to restricting or reducing climate change and its effects: CO2-efficient or energy-efficient technologies, renewable or alternative energies, climate protection, disaster prevention or disaster management and energy-efficient mobility.
(c) Within the area of clean technologies, the focus of investment is on equities of companies whose current or future products contribute towards the reduction of the greenhouse effect and CO2 emissions. The focus of investment also includes equities of companies with CO2-efficient operations (e.g., by way of recycling, efficient processes or protecting resources).
(d) In the renewable and alternative energies sector, the focus of investment is on companies with operations in the areas of solar energy, bioenergy, wind energy, fuel cells, hydro-power, geothermal energy and geoenergy.
(e) Within the area of disaster prevention, the focus of investment is on companies that provide products and/or services for monitoring and disaster prevention in coastal areas and other areas that are vulnerable to disasters.
(f) Within the area of disaster management, the focus of investment is on companies that provide emergency relief services or support rebuilding efforts.
(g) The area of energy-efficient mobility includes companies whose products help to make the flow of goods and people more efficient. Possible measures include influencing the means of transport, reducing fuel consumption and optimising transport streams.
(h) Up to 30% of the Underlying Fund’s assets (after deduction of liquid assets) may be invested in equities, other equity securities and uncertificated equity instruments that do not fulfil the requirements of sub-paragraphs (b) to (g) above, as well as in all other permissible assets.
Investment Objective
The Sub-Fund seeks to achieve an above-average appreciation of capital invested by investing all or substantially all of its assets in DWS Invest Climate Change (the “Underlying Fund”), a sub-fund of DWS Invest, a multi-portfolio investment company incorporated under the laws of the Grand-Duchy of Luxembourg.
Investment Focus and Approach
(a) The Sub-Fund intends to invest in the FC share class of the Underlying Fund, which is denominated in Euros.
(b) At least 70% of the Underlying Fund’s assets (after deduction of liquid assets) are invested in equities, other equity securities and uncertificated equity instruments of foreign and domestic companies that are primarily active in business areas suited to restricting or reducing climate change and its effects: CO2-efficient or energy-efficient technologies, renewable or alternative energies, climate protection, disaster prevention or disaster management and energy-efficient mobility.
(c) Within the area of clean technologies, the focus of investment is on equities of companies whose current or future products contribute towards the reduction of the greenhouse effect and CO2 emissions. The focus of investment also includes equities of companies with CO2-efficient operations (e.g., by way of recycling, efficient processes or protecting resources).
(d) In the renewable and alternative energies sector, the focus of investment is on companies with operations in the areas of solar energy, bioenergy, wind energy, fuel cells, hydro-power, geothermal energy and geoenergy.
(e) Within the area of disaster prevention, the focus of investment is on companies that provide products and/or services for monitoring and disaster prevention in coastal areas and other areas that are vulnerable to disasters.
(f) Within the area of disaster management, the focus of investment is on companies that provide emergency relief services or support rebuilding efforts.
(g) The area of energy-efficient mobility includes companies whose products help to make the flow of goods and people more efficient. Possible measures include influencing the means of transport, reducing fuel consumption and optimising transport streams.
(h) Up to 30% of the Underlying Fund’s assets (after deduction of liquid assets) may be invested in equities, other equity securities and uncertificated equity instruments that do not fulfil the requirements of sub-paragraphs (b) to (g) above, as well as in all other permissible assets.
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