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Munro Climate Change Leaders Fund Active ETF (MCCL.ASX)

A portfolio of global companies driving and benefiting from the structural shift towards a low-carbon economy, with a focus on clean energy, sustainable transport, energy efficiency, and the circular economy.

Fund Overview

Climate investment represents a significant structural shift, currently in the early stages of its growth curve, with many climate technologies still in the initial adoption phase offering substantial growth potential. The Fund aims to build a high-quality portfolio of global growth equities that enable or benefit from the transition towards decarbonisation.

The strategy targets listed companies across various industries and regions, focusing on those with earnings prospects set to improve through increased investments in decarbonisation. This is a concentrated, long-only portfolio comprising 15 to 25 companies.

Leveraging an investment process that has been refined over 15 years, the approach focuses on identifying sustainable growth trends that are underappreciated or mispriced, selecting the resulting winners from the stock universe.

Munro has identified the following key sub-themes within decarbonization:

Clean Energy: Companies benefiting from demand for carbon-free and renewable energy sources, including wind, solar, and renewable diesel.
Clean Transport: Companies supporting the growth of electric vehicles, battery technology, and other low-carbon transportation methods.
Energy Efficiency: Companies offering energy-efficient solutions such as insulation, electrical switches, lighting, metering, and other related technologies.
Circular Economy: Companies positioned to benefit from advancements in recycling, alternative packaging, waste and wastewater management, agricultural technologies, and other resource-conserving services.

These sub-themes are dedicated to decarbonisation but may evolve based on the investment team’s qualitative and quantitative assessments.

$17.1776

iNAV* as at 21-11-2024 at 16:29:59

* The iNav price is a continual feed (please refresh your browser to see the latest price).

QUICKLINKS

FUND FACTS

ASX CodeMCCL
ARSN654 018 952
Inception date20 January 2022
Fund Size at 31.10.2024$78.66 M

HOW TO INVEST

Investors can buy Units on the AQUA market of the ASX through a stockbroker or trading platform, or through key platforms, including:

BT Panorama
Colonial FirstWrap
Colonial CFS Edge
HUB24
Macquarie Wrap
Netwealth

Research opinion

Speak to a GSFM Account Manager

Portfolio Value of $10,000 Invested

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MCCL.ASX Performance

As at 31 October 2024	Month %	3 Months %	1 Year %	3 Years % p.a.	5 Years % p.a.	7 Years % p.a.	10 Years % p.a.	Since Inception¹ % p.a.
Fund²	5.55	10.26	73.84	N/A	N/A	N/A	N/A	19.71
Benchmark³	3.54	2.25	28.36	N/A	N/A	N/A	N/A	11.00
Over / (Under)	2.01	8.01	45.48	N/A	N/A	N/A	N/A	8.71

MCCL.ASX Performance Components

As at 31 October 2024	Month %	3 Months %	1 Year %	3 Years % p.a.	5 Years % p.a.	7 Years % p.a.	10 Years % p.a.	Since Inception¹ % p.a.
Distribution⁴	0.00	0.00	0.00	N/A	N/A	N/A	N/A	0.14
Growth	5.55	10.26	73.84	N/A	N/A	N/A	N/A	19.57
Total	5.55	10.26	73.84	N/A	N/A	N/A	N/A	19.71

¹20 January 2022
²Fund returns are calculated net of management fees and assuming all distributions are reinvested
³MSCI All Country World Net Index Index in AUD*

Past performance is not a reliable indicator of future performance.

*All data is the property of MSCI. No use or distribution without written consent. Data provided “as is” without any warranties. MSCI assumes no liability for or in connection with the data.

IMPORTANT INFORMATION

This material has been provided for general information purposes only and must not be construed as investment advice. This material has been prepared without taking account of the objectives, financial situation or needs of individuals. Before making an investment decision in relation to a Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs, and read and consider the product disclosure statement (PDS) for the Fund prior to making any investment decision. The PDS is available on this website or by calling 1300 133 451.

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. Investing involves risk including loss of capital invested. None of GSFM Responsible Entity Services Limited, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Fund or any particular returns from the Fund.

Investment Team

Nick Griffin

CIO & Co-Founding Partner

James Tsinidis

Portfolio Manager & Partner

Kieran Moore

Portfolio Manager & Partner

Jeremy Gibson

Portfolio Manager & Partner

Qiao Ma

Portfolio Manager & Partner

FUND AT A GLANCE

Exchange traded fund that contributes to the decarbonisation of the planet
Access to climate-related investment opportunities
Focus on growth investments
Actively manages 15–25 positions
Access to an experienced investment team with a 15+ year track record
Complements other broad-based global equity strategies

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Munro Climate Change Leaders Fund Active ETF (MCCL.ASX)

A portfolio of global companies driving and benefiting from the structural shift towards a low-carbon economy, with a focus on clean energy, sustainable transport, energy efficiency, and the circular economy.