The sustainable investor for a changing world
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BNP Paribas Energy Transition

 

Contribute to the low-carbon energy transition by investing in companies dedicated to finding solutions that address climate change.

THE OPPORTUNITY SET

To meet the Paris Accord targets on rising global temperatures and growing energy demand due to expanding and wealthier populations, the energy transition towards a low carbon economy is expected to accelerate in the next decade.

The global energy mix is changing and by 2030, it is estimated that:
• Low carbon energy will increase to 60%1
• Fossil fuels will decrease to 40%1

We believe companies participating in the shift towards a low-carbon economy (the energy transition) could offer attractive growth potential and should remain well supported over the long-term given the changes in:

Energy_system-cropped

 

For example, huge leaps in technological advancements coupled with changing supply and demand have driven down the price of wind and solar energy, making them more affordable and prevalent.

Through decarbonisation, digitalisation and decentralisation, the energy transition presents a large and diverse investment opportunity set of US$115 trillion .2

KEY HIGHLIGHTS: BNP PARIBAS ENERGY TRANSITION

BNP Paribas Energy Transition invests in all-cap companies globally that seek to take advantage of the energy transition by investing in three areas that, we believe, are central to its success:

Icons_Renewable_Energy_Infrastructure_Efficiency_780x360_Combined

Its long-only approach could potentially generate higher returns in exchange for greater volatility.

BNP Paribas Energy Transition is recognised  as a ‘best in energy sector equity’ fund3 and contributes to three Sustainable Development Goals (SDGs).

clean energyindustry-innovation-infrastructuresustainable-cities

www.un.org

OUR EXPERTISE

BNP Paribas Energy Transition is co-managed by Ulrik Fugmann and Edward Lees, who have been working together since 2001. They have vast experience in investing and managing businesses in energy, materials, agriculture, and industrials markets. They are supported by two dedicated fundamental research analysts, as well as a quantitative analyst, and have access to the BNP Paribas Asset Management Sustainability Centre, which provides proprietary research and data.

Asset-Asian-Awards-2021 PROVIDER OF THE YEAR-SINGAPORE
Editor’s Triple Star – Energy Transition Fund4 House Award – Energy Sector Equity & Best-in-Class
(Singapore)3

RESOURCES & INSIGHTS

Infographic: Energy transition and the $115 trillion opportunity2

What will recession mean for the energy transition?

Green hydrogen – investing in the ‘Swiss army knife of decarbonisation’

Post pandemic, we believe there will be a renewed focus on the energy transition by politics, the public and investors.

Read more

Hydrogen can be seen as the answer to the challenge of reaching net-zero emissions as long as it can be produced without emitting CO2 – in other words, as long as it is green

Read more

 

Sources:
1. Citi, June 2017
2. IRENA, International Renewable Energy Agency, World Energy Transitions Outlook, April 2021
3. Benchmark, Fund of the Year Awards 2020, reflects the performance from 1 July 2019 to 30 June 2020
4. The Asset – Asset Asian Awards 2021, Sustainable Investing, reflects the performance from 1 January to 31 December 2020


DISCLOSURES

This advertisement has not been reviewed by the Monetary Authority of Singapore. It is issued and has been prepared by BNP PARIBAS ASSET MANAGEMENT Singapore Limited [BNPP AMS]. It is produced for information purposes only and does not constitute: 1. an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or 2. investment advice. It does not have any regard to the specific investment objectives, financial situation or particular needs of any person. Investors should consult their own professional advisors in respect of legal, accounting, domicile and tax advice prior to investing in the fund(s), and in the event that he chooses not to seek advice from professional advisors, he should make an independent determination of the suitability and consequences of an investment. Investors considering subscribing to the fund(s) should read carefully the most recent prospectus, offering document including the risk factors and consult the fund(s’) most recent financial reports before investing, as available from BNPP AMS or its authorised distributors. Investments involve risks. Investments in emerging markets involve above-average risk. Given the economic and market risks, there can be no assurance that the fund(s) will achieve its/their investment objectives. Investments in the fund are not deposits or other obligations of, or guaranteed, or insured by BNPP AMS or its authorised distributors or its affiliates and are subject to investment risks, including the possible loss of principal amount invested. Returns may be affected by investment strategies or objectives, markets and economic conditions. Past performance of the fund(s) or the managers, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the fund(s) or the manager and the value of the investments in fund(s) may go down as well as up. Investors may not get back the amount they originally invested. Funds which are invested in emerging markets, smaller companies and derivative instruments may also involve a higher degree of risk and are usually more sensitive to price movements. Views and opinions included herein constitute the judgment of BNPP AMS and its affiliates at the time specified and may be subject to change without notice. BNP PARIBAS ASSET MANAGEMENT Singapore Limited – registered office at 20 Collyer Quay, #01-01, 20 Collyer Quay, Singapore 049319. Company Registration No. 199308471D.