DNB Fund Renewable Energy
Invest in companies that are driving the green transition.
Renewable energy drives the transition towards a greener future. The demand for clean, efficient, and sustainable energy solutions is growing rapidly alongside the transition to a low-emission economy. Companies that develop technologies to produce, store, and use energy in a more climate-friendly manner play a central role in this development. Global initiatives such as the Paris Agreement and the EU's Green Deal provide strong guidance, and according to the International Energy Agency, investments in clean energy must more than triple by 2030 to meet climate goals. This presents a significant growth potential for investors.
The fund invests globally in companies with solutions that contribute to lower greenhouse gas emissions and a more efficient energy system. This includes solar and wind power, battery technology, energy efficiency, resource utilization, and climate-friendly infrastructure. The stocks are mainly issued by companies within renewable energy, energy efficiency, and related technologies that are either based in or mainly traded in industrialized countries. Many of the companies have unique technologies and scalable business models with a clear sustainability profile. The fund follows strict criteria and excludes fossil energy, coal, tobacco, and weapons, and builds a portfolio of companies with climate benefits, innovation, and attractive growth potential.
The actively managed equity fund typically invests in between 40 and 60 companies with a focus on reasonable valuation and attractive growth prospects in the medium to long term.
The stock selection is based on four pillars: identification of trends, value creation with a focus on capital allocation, the company's earnings momentum, and medium to long-term valuation.
Main investment areas:
Capital goods, materials technology, semiconductors and equipment, renewable energy production and power grids, sustainable food and industry, environmental technology, energy management, digital infrastructure, and companies supporting the energy transition.