Home » Funds Managed »
The Earth Strategic Resources Fund was launched on November 4, 2019 by Universal-Investment in collaboration with Earth Resource Investments AG. The fund focuses on companies that produce metals needed for a sustainable future (e.g. silver and copper). Furthermore, companies in the production of renewable energies (wind, solar, geothermal and hydropower) as well as service providers for the above-mentioned sectors can also be acquired for the fund.
In addition, the Earth Strategic Resources Fund pursues a holistic and integrative approach to sustainability in the mining industry through a specially developed internal assessment methodology. The methodology has its foundation in a scientific study by Dr. Pereshia Berlenbach. The investment strategy combines top-down market analysis with a bottom-up stockpicking approach to identify and invest in undervalued listed companies with an integrated sustainability strategy.
The Earth Strategic Resources Fund promotes ecological or social characteristics within the meaning of Article 8 of the Disclosure Regulation, but does not seek sustainable investments within the meaning of Article 2, No. 17 of the Disclosure Regulation.
Universal Investment GmbH has revised the name of the Earth Sustainable Resources Fund to “Earth Strategic Resources Fund,” effective 15 May 2025, in accordance with the new ESMA guidelines on fund names. The Fund will continue to consider environmental and/or social characteristics as defined in Article 8 of the Disclosure Regulation, maintaining its current investment strategy, including sustainability-related elements. Refer to Directive (EU) 2024/927 of the European Parliament and of the Council dated 13 March 2024 and the BaFIN publication (in German) for further details. Other investment conditions of the fund remain unchanged.
