Investment funds / non-KiwiSaver / Shares / Global
The BetaShares Climate Change Innovation ETF will generally invest in the securities that comprise the Index in proportion to the weightings of the securities in the Index. This is known as a “full replication” strategy. As far as practicable, the timing and nature of any changes to the composition of the Fund’s investments will generally correspond with the timing and nature of changes to the Index. The Index is designed to track the performance of up to 100 of the largest global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 (carbon dioxide) emissions. ETFs combine certain features of index managed funds and listed shares in one investment. Like index managed funds, ETFs come with the benefits of diversification, transparency and attractive fee levels. Unlike index managed funds, however, ETFs trade on a stock exchange so they also benefit from simple trading, including the ability to buy and sell during the course of the trading day, much like listed shares.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.