Real Assets
We build future energy systems and resilient infrastructure, backing emerging opportunities in technology, land and water.
The FP Foresight Sustainable Future Themes Fund invests in a global portfolio of listed companies that address the core themes of sustainable development and decarbonisation.
Launch date
28/3/2022
Holdings
26
Fund type
UCITS
Geographic focus
Global
The FP Foresight Sustainable Future Themes Fund targets an attractive risk adjusted return by investing in a global portfolio of companies that provide a positive environmental and/or social benefit through the impact of their business operation.
The manager takes an active approach to investing in companies with structural tailwinds and maintains a quality investment style driven by sector and sustainability expertise. The Fund seeks to achieve attractive risk adjusted returns ahead of global equities over the investment cycle.
The FP Foresight Sustainable Future Themes Fund has achieved the silver 3D rating within Square Mile's 3D Focus fund classification. According to the 3D assessment framework, the Fund has achieved significant exposure to impactful and/or sustainable revenue activities, has been effective in minimising investment in controversial or harmful activities, and has shown a willingness to undertake advocacy initiatives in promotion of responsible investment in the industry.
Sector: Digital World
Listing: US
Investment thesis: Vertiv is well positioned to capture growth from the accelerating expansion of global data centre capacity and the increasing demand for energy-efficient digital infrastructure. As one of the few pure-play providers with global scale, Vertiv combines a customer-centric model with deep technical expertise and strong industry partnerships to deliver tailored, high-value solutions. These strengths foster long-term client relationships and support ongoing revenue expansion.
Sector: Health and Education
Listing: US
Investment thesis: Bright Horizons Family Solutions benefits from enduring demand for high-quality childcare and growing corporate investment in employee benefits. Its long-term contracts, employer focus on talent retention, and strong brand underpin stable revenues and attractive margins. Its services play a critical role in enabling primary carers, the majority of whom are women, to remain and advance in their professional roles.
An investment in FP Sustainable Future Themes Fund, FP Foresight Global Real Infrastructure Fund, FP Sustainable Real Estate Securities Fund, FP UK Infrastructure Income Fund or FP WHEB Sustainability Impact Fund and Liontrust Diversified Real Assets Fund (together the “Funds”) should be considered a long-term investment that may be higher risk. Portfolio holdings are subject to change without notice.
Your capital is at risk. The value of units in the Funds may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance is not a reliable guide to future results. For full risks and investor rights, please see the relevant prospectus and Key Investor Information Document for the fund information.
Foresight Group LLP does not offer legal, tax, financial or investment advice and the information on this website should not be construed as such. We recommend investors seek advice from a regulated financial adviser. The opportunity described in this document may not be suitable for all investors. Any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice.
Foresight Group LLP acts as investment manager and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 198020 and has its registered office at The Shard, 32 London Bridge Street, London SE1 9SG.
The Authorised Corporate Directors FundRock Partners Limited (registered office at Hamilton Centre, Rodney Way, Chelmsford, England, CM1 3BY) and Liontrust Investment Partners LLP (registered office 2 Savoy Court, London WC2R 0EZ), are authorised and regulated by the Financial Conduct Authority with Firm Reference Numbers 469278 and 518552 respectively. The Funds are incorporated in England and Wales.
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