Themes of the future
Material reduction, recycling, reuse and substitution are investment areas with a future.
Investing in the circular economy. Why not now?
Today’s throw-away society is heading straight for a huge imbalance with its consumption of natural resources. With our “Circular Economy” thematic fund from Swisscanto, we focus on companies in the circular economy that offer an alternative. We want to make more out of your portfolio.
That’s why you can benefit from our thematic investments
More reasons to invest in the circular economy
With our linear business practices – which continue to account for more than 90 percent of economic activities – there is an impending billion-dollar surplus in demand for natural resources. By 2030, this could exceed supply by 8 billion tonnes annually. The circular economy helps to correct this imbalance. It follows the motto “Reduce, Recycle, Reuse, Replace” to decouple economic growth and raw material consumption. It thus brings environmental, economic and social goals into harmony and is at the same time a growth driver with investment potential. In a 2015 study, consulting firm Accenture predicted that the transition from the linear to the circular economy could bring an increase in economic growth of 4.5 trillion dollars by 2030.
Our investment philosophy
We invest in companies that we believe are operating successfully. We also take into account how they perform in terms of sustainability aspects. We focus on companies that are leaders in the transformation to a circular economy with their products or services and that encounter supply risks. We are confident that companies with a positive impact on a sustainability theme can offer greater growth prospects and return opportunities than the wider market.
How we find suitable equities for you
When selecting stocks, we take into account fundamental data such as the return on invested capital (ROIC). Our objective is to invest in quality companies with a competitive business model, low debt, an attractive ESG profile and a positive return on invested capital.
Does this investment fund suit me?
This fund is suitable for investors who
- have a long-term investment horizon,
- wish to participate in the performance of companies that are addressing the transformation to a circular economy,
- are interested in sustainably high capital growth, and
- are prepared to accept larger price fluctuations.
Three good reasons to choose us
- We aim to provide you with added value. With SDG topics such as industry, innovation and infrastructure, good health and well-being or sustainable consumption and production, we also have society in mind.
- 100% Swiss made: We manage your assets in the thematic funds exclusively in Switzerland.
- Investment strategy: We systematically network fundamental, quantitative and technical data.
