Earth Sustainable Resources Fund

The Earth Sustainable 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 Sustainable 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 Sustainable 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.

In January 2021, the fund was recognized for its sustainability strategy and received the €uro ECO rating A with 98.57 points out of 100 .