MKC Invest Cleaner Future 8

Overview

MKC Invest Cleaner Future 8 is a UK-based mutual fund focusing on investments that reduce exposure to companies with high fossil fuel emissions. The fund aims to provide long-term capital growth by holding a diversified range of funds that are meaningfully reducing their holdings in companies that emit greenhouse gases. With the help of research partner Dorey Limited, over 3,000 UK investment funds are screened to identify those best placed to limit or eliminate fossil fuel emissions. Each company within these funds is studied to verify the initial research, using measures such as the Carbon Underground 200® to further check the analysis. The result is a list of investment funds that are confident in meaningfully reducing their holdings in companies that emit greenhouse gases. The fund then selects those most likely to outperform the portfolio’s benchmark. The Cleaner Future range is suitable for investors who want a portfolio that only invests in funds reducing their exposure to companies with high levels of fossil fuel emissions and who are open to the possibility of outperforming global markets if returns from fossil fuel-based industries decline. It is not suitable for investors with ESG, sustainable, or ethical investment preferences connected to issues other than fossil fuel emissions, or for those who cannot accept the chance of below-benchmark performance if companies with high fossil fuel emissions perform better than those with low or zero emissions. The value of investments and the income from them may go down as well as up, and neither is guaranteed. Investors could get back less than they invested. Past performance is not a reliable indicator of future results. Changes in exchange rates may have an adverse effect on the value of an investment. Changes in interest rates may also impact the value of fixed income investments. All assets are denominated in UK Sterling. MKC Investment Management Limited, trading as MKC Invest, is authorised and regulated by the Financial Conduct Authority FCA No. 966731. MKC Investment Management Ltd and MKC Wealth Ltd are part of the same group of companies.

Investment Focus

• Investments must be made through a professional financial planner
• Investors should have a preference for portfolios reducing exposure to companies with high fossil fuel emissions
• Investors should be open to the possibility of below-benchmark performance if companies with high fossil fuel emissions perform better than those with low or zero emissions

Portfolio Companies