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"It's electrifying!"
A modern remake of the classic 60/40 portfolio. By replacing the classic portfolio's broad exposure to stocks with investments in green-tech companies, investors get exposure to the green transformation megatrend. The remaining 40 per cent are allocated towards precious metals (mainly gold) for robust portfolio protection.
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Disruptive all-weather portfolio /)
Four green-tech equity strategies/)
Allocation with physically backed precious metalsA short video where the portfolio manager, Eric Strand, talks about the idea behind AuAg Precious Green
The fund's green-tech strategy is diversified into several sub-strategies, providing investors with a broad exposure to the green transition theme. The fund consists of both companies that create green tech products (such as batteries and solar cells) and the companies that extract the metals needed for the green transition (copper and lithium).
The allocation towards precious metals is backed by real physical gold and is achieved through ETCs.
We believe that green-tech stocks will outperform global equity markets and that gold will outperform bonds in the coming decades.
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The fund is traded daily and follows the UCITS (5/10/40) framework. Minimum 90% invested and holdings are divided into two main strategies:
- 60% (min. 50%) Equity Green-Tech, and
- 40% (min. 30%) Precious Metals (focus Gold and all holdings as physical ETC:s).
All 20 holdings within Green-Tech have an equal target at 3% and they are allowed to be within +/-35% of target weight and may be replaced fully. Holdings are traded in the most liquid markets (approximately 70% US and LN). Benchmark is 60% Nasdaq Global TR Index (NQGIT) plus 40% Bloomberg Barclays Global-Aggregate TR Index (LEGATRUU) in the funds/share class trading currency (class B = EUR).
More about AuAg Precious Green
The fund is a multi-asset fund and invests a total of at least 90 per cent in its two asset classes, companies with an emphasis on green technology and exposure to precious metals with an emphasis on gold. The fund invests at least 50 per cent in the stock market to achieve exposure to companies needed for a world based on green technology where the fund’s strategy is divided into four sub-strategies: production of environmentally friendly energy; reduced energy consumption, reduced emissions and recycling; energy storage; and extraction of elements needed in green technology. The fund also invests at least 30 per cent in transferable securities, where value development is considered by the managers to be affected by the market development for gold and other precious metals such as silver, platinum, and palladium.
The fund invests globally without geographical limitations.
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Featured Insights
Below you can find a broad selection of featured insights from AuAg. You can find all insights and learn more about precious metals and green-tech elements in our research centre.
AuAg Gold Mining ETF (ESGO) - A smart beta ETF
A short video explaining the investment strategy for the fund.
AuAg Silver Bullet - Europes Riskiest Fund
Eric Strand (PM) talks about the idea behind the fund.
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Morningstar - Are gold and silver good protections against inflation?
Interview with Eric by Morningstar
AuAg Gold Mining ETF (ESGO) - A smart beta ETF
A short video explaining the investment strategy for the fund.
AuAg Silver Bullet - Europes Riskiest Fund
Eric Strand (PM) talks about the idea behind the fund.