AuAg Precious Green
A modern remake of the classic 60/40 portfolio. By replacing the classic portfolio's broad exposure to stocks with investments in green-tech companies, investors get exposure to the green transformation megatrend. The remaining 40 per cent are allocated towards precious metals (mainly gold) for robust portfolio protection.
The fund's green-tech strategy is diversified into four sub-strategies, providing investors with a broad exposure to the green transition theme. The fund consists of both companies that create green tech products (such as batteries and solar cells) and the companies that extract the metals needed for the green transition (copper, lithium, and rare earth metals).
The allocation towards precious metals is backed by real physical gold and is achieved through ETCs.
We believe that green-tech stocks will outperform global equity markets and that gold will outperform bonds in the coming decades.
The portfolio manager talks about the fund
A short video where Eric Strand (PM) talks about the idea behind AuAg Precious Green - It's Electrifying.
More about AuAg Precious Green
The fund is a mixed fund and invests a total of at least 90 per cent in its two asset classes, companies with an emphasis on green technology and exposure to precious metals with an emphasis on gold. The fund invests at least 50 per cent in the stock market to achieve exposure to companies needed for a world based on green technology where the fund’s strategy is divided into four sub-strategies: production of environmentally friendly energy; reduced energy consumption reduced emissions and recycling; energy storage; and extraction of elements needed in green technology.
The fund also invests at least 30 per cent in transferable securities, where value development is considered by the managers to be affected by the market development for gold but also other precious metals such as silver, platinum and palladium. Detailed information about the fund is available in the fund sheet.
Where to buy AuAg Precious Green?
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Below you can find our latest and featured insights. You can find all insights and learn more about precious metals and green-tech elements in our research centre.
Silver important in solar power
A report by the Silver Institute about the importance of silver in solar power.
How daily traded funds work
A daily traded fund is often actively managed, and trades once per day. This type of fund can consist of different types of assets, such as stocks, interest rate instruments, and commodities.
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