The five themes to shape our sustainable future

From the global pandemic to the Russia Ukraine conflict, the world as we know it has fundamentally changed over the last few years. Furthermore, the structure of society and economies are changing rapidly in response to the existential need for a more sustainable world. Quite simply, we believe the winning companies of the future are going to be the ones that reflect society and fully participate in this agenda.

As the industry, policymakers, regulators, and investors alike have a laser focus on greenwashing, it is essential that fund providers are crystal clear on what their strategies seek to achieve and can substantiate claims about their funds’ sustainability credentials.

At Foresight Capital Management, we construct our portfolios on the profound belief that there are five distinct themes which will underpin and dominate the world’s sustainable future.

Energy

The drive for sustainable energy where companies actively contribute to global decarbonisation through sustainable energy generation, storage and usage, will be pivotal to a more sustainable world.

Land, food and forestry

These are companies involved in the sustainable production of food, use of land, agriculture, or forestry and those focused on the protection of biodiversity.

Waste, water and the circular economy

Companies that are actively involved in delivering sustainable water and waste solutions and those that meaningfully contribute to sustainable resource management will be at the forefront of shaping a more sustainable future for the world.

Health and education

With greater education comes greater social equity. Companies that own assets or provide services that contribute towards the delivery of sustainable, high-quality, and inclusive healthcare and education can lead to a fairer society.

Digital world

We live in a truly digital and globalised world and companies that support the transition to a digital economy in a sustainable and socially inclusive way will also spearhead a greener and fairer world.

Finally, we believe it is critical to prioritise double materiality. This is why the names and companies that excite us are often not seen in most of the world’s largest sustainability funds.

FP Foresight Sustainable Future Themes Fund provides investors with globally diversified exposure to sustainable development and decarbonisation sectors by investing in businesses at all phases of growth, delivering the opportunity for attractive financial returns alongside a real-world impact. For further information, please visit www.foresightgroup. eu/capital-management

Nick Scullion, Partner and Lead Manager of FP Foresight Sustainable Future Themes Fund, Foresight Group

The value of an investment in the Fund, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Past performance is not a reliable indicator of future results.