InvesteringscaseMegatrenderna och portföljverktyg
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Vi investerar i två megatrender
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Omställningen till en grön värld – en trend som skapar investeringsmöjligheter i företag och naturtillgångar som möjliggör lösningarna på klimatutmaningen.
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Monetär inflation - skapandet av krediter och skulder i det finansiella systemet.
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Förbättrad riskjusterad avkastning
Ädelmetaller och deras gruvbolag har en mycket låg långsiktig korrelation (0-0,3) med den breda aktiemarknaden. En låg korrelation mellan tillgångar är perfekt för portföljkonstruktion.
Tack vare den höga volatiliteten/avkastningspotentialen kan man även med en mindre allokering i fonderna förbättra och optimera en totalportföljs risk/avkastningsegenskaper.
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Vi främjar förändring
Vi vet att ädelmetaller och grön-teknik-grundämnen är avgörande för omställningen till en hållbar värld.
Vi lovar att vi påskyndar världens gröna omställning och driver förändring tillsammans. Vi främjar förändring där det gör mest skillnad. Vi investerar i de bästa, premierar de bolag som arbetar för att bli mer hållbara, och utesluter de som släpar efter.
Våra fonder
AuAg's investeringslösningar är viktiga byggstenar i alla portföljer. De strävar efter att generera positiv långsiktig avkastning med låg korrelation till traditionella investeringsstrategier.
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Tillgängliga i Europa
Välj fond, typ av investerare, och land nedan för att se var du kan köpa. Om du inte hittar din plattform, kontakta dem och fråga om de kan ta in våra fonder. Vi vill vara köpbara på alla plattformar i Europa.
It's the Elements
Det periodiska systemet är ett av de viktigaste framgångarna inom vetenskapen, och fångar essensen av kemi och fysik, medicin, geovetenskap och biologi.
1869 anses vara året då Dmitri Mendeleev upptäckte det periodiska systemet. 2019 var 150-årsdagen för det periodiska systemet och har utropats till det "Internationella året för det periodiska systemet (IYPT2019)" av FN:s generalförsamling och UNESCO.
Se markerade grundämnen för att lära dig mer!
Lithium is a soft. silvery-white alkali metal, that have several important industrial uses. Today, most lithium is used to make lithium-ion batteries for electric cars and mobile devices.
Copper is used in building construction, power generation and transmission, electronic product manufacturing, and the production of industrial machinery and transportation vehicles.
Copper plays an important role in renewable energy systems such as solar and wind power.
Silver is essential in the production of both solar panels and electric vehicles (EV´s). Silver's conductivity and corrosion resistance make it necessary for conductors and electrodes; nearly every electrical connection in an EV uses silver.
In addition, silver will play a crucial part as 5G cellular networks are expanded. Semiconductor integrated circuits/chips, both within smartphones and vehicles, are used to process the frequencies 5G requires, and require silver to work.
By far the most important industrial use for gold is in fabrication of corrosion-free electrical connectors in computers and other electrical devices such as mobile phones, television sets and GPS devices.
The world’s platinum demand varies widely across many sectors. Most notably, platinum metal is used in autocatalysts and jewelry, as well as for medical and industrial purposes.
Platinum is also being used to develop new green hydrogen-powered technology. This technology plays a vital role in low carbon technologies that will enable the path to net zero targets globally.
Palladium forms a crucial part of the catalytic converters that are affixed to all modern vehicles. Catalytic converters are responsible for transforming over 90 percent of all harmful gases emitted by engines into less harmful substances.
Palladium is also an essential part of hydrogen fuel cells, an emerging technology that can completely replace all fossil fuel-based vehicles and even usurp electric vehicles in terms of environmental sustainability.
Rhodium’s primary use is in catalytic converters of automobiles, where it reduces the amount of nitrogen oxides (NOx) exhaust gases emitted into the atmosphere.
Magnesium improves the mechanical, fabrication and welding characteristics of aluminium when used as an alloying agent. These alloys are useful in aeroplane and car construction.
Magnesium is used in products that benefit from being lightweight, such as car seats, luggage, laptops, cameras and power tools.
Aluminium is an essential material for the energy transition as it forms an essential element in electrical infrastructure, solar panels, and wind turbines.
Nickel is a key component in lithium-ion batteries, used in electric vehicles. It packs more energy into batteries and allows producers to reduce use of cobalt, which is more expensive and has a less transparent supply chain.
The most important use for neodymium is in an alloy with iron and boron to make very strong permanent magnets.
Neodymium magnets are the obvious choice in wind turbine manufacturing because of their strength and small size, which reduces the weight of the turbine significantly.
Praseodymium is a soft, silvery, malleable and ductile metal, valued for its magnetic, electrical, chemical, and optical properties.
Due to its role in permanent magnets used for wind turbines, it has been argued that praseodymium will be one of the main objects of geopolitical competition in a world running on renewable energy
Dysprosium is used, in conjunction with vanadium and other elements, in making laser materials and commercial lighting. It is also used in neutron-absorbing control rods in nuclear reactors
Due to its role in permanent magnets used for wind turbines, it has been argued that dysprosium will be one of the main objects of geopolitical competition in a world running on renewable energy.
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