Sun Portfolio Fund Climate Assets B GBP Income

Sun Portfolio Fund Climate Assets B GBP Income
Thesis Unit Trust Management Limited
Open Ended Investment Company
Mixed Investment 40-85% Shares
1.2 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2 %
The investment objective of the Fund is to provide a mixture of long term capital growth and income. The Fund will aim to achieve its investment objective by utilising multi-asset allocation and multi-thematic investment on a global basis through a portfolio of transferable securities (including investment trusts), collective investment schemes, deposits, money market instruments and derivatives. The Fund will invest mainly in companies which will benefit from climate change, resource scarcity and population growth, and will therefore follow the theme of sustainability. The portfolio will be actively managed and normally remain fully invested save for such operational liquidity as may be required from time to time.
Holding %
Waste Management Inc 3.04 %
Union Pacific Corp 2.96 %
Thermo Fisher Scientific Inc 2.92 %
Xylem Inc 2.69 %
United Kingdom of Great Britain and Northern Ireland 1.5% 2.60 %
American Water Works Co Inc 2.45 %
Royal Philips NV 2.35 %
Schneider Electric SE 2.27 %
Kingspan Group PLC 2.23 %
Ferguson PLC 2.22 %
Region %
United States 36.79 %
Eurozone 26.49 %
United Kingdom 16.52 %
Japan 9.11 %
Europe - ex Euro 7.72 %
Sector %
Industrials 47.04 %
Healthcare 20.26 %
Basic materials 10.25 %
Utilities 9.32 %
Consumer Cyclical 8.79 %
Thesis Unit Trust Management Limited
Chichester, United Kingdom
Legal Structure
Open Ended Investment Company


William Buckhurst
Joined 03/01/2010

William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Cheviot Asset Management in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the CF Cheviot Balanced Fund and the Climate Assets Fund and sits on Cheviot’s external fund selection committee.

Claudia Quiroz
Joined 03/01/2010

Quiroz joined Henderson in 2002 and previously was the team leader for the Pharmaceutical & Household and Personal Care sectors at a leading SRI research house. She also worked for Praxair and Bestfood in Argentina, where she implemented quality and environmental management systems and also worked in business and client development. She has 8 years of industry experience.

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