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To grasp the full potential of the Hydrogen theme, our solution CPR Invest Hydrogen encompasses the entire Hydrogen value chain, upstream to downstream.
To achieve this, the investment universe revolves around 4 main dimensions:
In order to obtain a responsible investable universe, we apply multifold rigorous sustainable filters.
The climate change emergency calls for global commitments to net zero CO2 emissions by 2050. Renewables alone, are not sufficient to achieve this target.
Hydrogen as a clean burning molecule, a versatile energy carrier and an effective energy storage solution has the potential to bridge our decarbonisation objectives.
Cleanly produced hydrogen and its derived fuels can act as a green energy vector and decarbonize hard-to-abate sectors, sectors difficult or impossible to electrify, as well as empower the share of renewables by serving as a storage medium for excess energy.
The path to large-scale clean hydrogen deployment is being favored by:
The transition to clean hydrogen would drive $11 trillion worth of investments in infrastructure and create more than 30 million jobs globally by 2050.
As we all have a role to play, investors can make a significant and positive contribution by supporting the entire hydrogen value chain and accompanying its transition to green hydrogen. At the forefront of innovation and constantly committed to identifying long-term investment solutions revolving around the biggest challenges of our century, CPR AM is proud to propose CPR Invest – Hydrogen. This global equity fund provides a unique response to the climate change challenge by supporting the already investable and developing hydrogen economy, which offers significant growth potential.
The fund’s objective is to outperform global equity markets over a long-term period (minimum of five years) by investing in international equities of companies involved in the entire hydrogen economy from green power generation and hydrogen tech components to production storage and distribution, and lastly hydrogen users.
The investment process integrates a sustainable approach through Environmental, Social and Governance (ESG) criteria. As such, companies with the worst ESG behaviours and highest controversies are excluded from the investment universe.
The fund’s investment approach is also based on a robust risk-adjusted portfolio construction and an active portfolio management.
The final portfolio includes between 60 and 80 stocks.
