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Investment approach

The Fund gains exposure to a high conviction portfolio of 30-40 stocks with a pure play environmental focus

Key features of the investment process

The Fund aims to have at least 80% of invested capital in companies where the majority of revenues or profits stem from tackling a specific environmental problem. All holdings must be making significant contributions to environmental solutions. ​

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The portfolio is well diversified across opportunity set, geography and market cap. Individual stock weights are a function of expected upside, risk, degree of conviction, liquidity, and portfolio diversification. ​

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The portfolio aims to be generally style neutral and given the nature of the specialisation of the Fund, there are no set formal constraints on stock, country or sector weights. A separate risk team monitors stock, sector and country risk in the portfolio. 

Which companies does the Fund invest in?​

A 4-step hurdle process is applied to assess whether companies are legitimately providing environmental solutions, and whether they qualify for potential inclusion in the Fund: ​

Are they making a significant contribution to solving environmental problems​

That they do not operate in harmful value chains​

- unless that value chain is inevitable and the company’s product or service is mitigating its impact 

- and the company’s product or service isn’t preventing the emergence of a better alternative​

They do not have significant negative environmental externalities or Social & Governance shortcomings​

4 step hurdle process

The steps and criteria in this process are as follows:

1

Does the company’s product or service in focus make a significant contribution to solving an environmental problem via contributing to any of the following? ​

Reduced GHG emissions ​

Reduced land usage

Reduced water usage 

Reduced waste / pollution 

Reduced raw material usage

Reduced noise / light pollution​

Improved air quality or promoting biodiversity​

2

Is the product or service embedded within a value chain that is environmentally beneficial or better than alternatives?

3

Is the value chain in which the company’s product/service is involved inevitable and is the product/service mitigating the impact of that value chain?​

4

Does the target company 

Have > 10% of its business from significantly environmentally harmful activities?

Have significant Social or Governance shortcomings?​

Produce any significantly negative environmentally harmful externalities?​

Impact investing 2.0: the next level​

The first generation of impact investment strategies have been successful in channeling their capital towards companies that are enabling the green transition.

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TT has taken this a step further by sharing its revenue with charities that make a direct impact on the environment. ​

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TT aims to take a lead in this regard as one-third of all TT's management fees are given to carefully selected environmental charities that help to tackle the twin problems of climate change and biodiversity loss.

Which Charities are supported?​

Currently, two charities are being sponsored through the Fund’s investment program. The focus is currently in reforestation as research suggests that planting trees and ‘rewilding’ habitats are the most effective ways to tackle climate change and biodiversity loss.

Forestry charity

This chosen charity is a major planter of trees and a protector of woodlands, not only for the purpose of capturing carbon, but also to promote the plethora of other benefits that trees provide, including recreation.​

Heal

Heal is a UK-based charity looking to establish 500-acre sites in the English lowlands, which will be ‘rewilded’ with the help of indigenous grazers such as ponies and boars​.

DISCLAIMER  |  This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the TT Global Environmental Impact Fund. This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary. The information in this document does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to in this document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information on the document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions. 

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The TT Global Environmental Impact Fund invests all or substantially all of its assets in TT Environmental Solutions Fund, a sub-fund of TT International Funds plc. TT International Asset Management Ltd (“TT International”) serves as investment manager to the Fund and is authorised and regulated in the United Kingdom by the Financial Conduct Authority. TT International is not affiliated with Copia Investment Partners. TT International does not take any responsibility for the accuracy or completeness of any information contained herein, or the performance of the TT Global Environmental Impact Fund offered by Copia Investment Partners. TT International disclaims any liability for any direct, indirect, consequential or other losses or damages, including loss of profits, incurred by you or by any third party that may arise from any reliance on these materials. TT International is not responsible for, nor involved in, the marketing, distribution or sales of shares or interests in the TT Global Environmental Impact Fund and is not responsible for compliance with any marketing or promotion laws, rules or regulations. No statement in this document is or should be construed as investment, legal, or tax advice given by TT International, nor is any statement an offer to sell, or a solicitation of an offer to buy, any security or other instrument, or an offer to arrange any transaction, or to enter into legal relations with TT International.  Past performance by any other funds or accounts advised by TT International, including the TT Environmental Solutions Fund, is not indicative of any future performance by the TT Global Environmental Impact Fund.

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The rating issued May 2022 APIR OPS4597AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS4597AU September 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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Evergreen Research Pty Ltd trading as ERIG Index ABN 17 647 506 590 is Authorised Representative 001289533 of Evergreen Fund Managers Pty Ltd ABN 75 602 703 202 AFSL 486275. The material is for the information purposes of non-retail clients only. It is not, and is not to be construed as, advice or a recommendation to acquire, hold or dispose of financial products or to use financial services. The ERIG Index measures only the Responsible Investment capabilities of funds. It does not assess the performance or other features of the funds.

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