top of page
Bloom Climate Impact Fund holdings
As of 23 March 2022
International Equities - International listed companies providing climate solutions
Name | Asset class | Weight |
|---|---|---|
NIO LIMITED | International Shares | 1.00% |
VESTAS WIND SYSTEMS | International Shares | 2.00% |
ALSTOM SA | International Shares | 0.64% |
VONOVIA SE | International Shares | 0.64% |
ASHTEAD GROUP PLC | International Shares | 0.64% |
UNITED UTILITIES GROUP PLC | International Shares | 0.64% |
CDW CORPORATION/DE | International Shares | 0.64% |
CHARTER COMMUNICATIONS INC | International Shares | 0.64% |
CISCO SYSTEMS INC/DELAWARE | International Shares | 0.64% |
CITRIX SYSTEMS INC | International Shares | 0.64% |
DOCUSIGN INC | International Shares | 0.64% |
LAM RESEARCH CORP | International Shares | 0.64% |
OKTA INC | International Shares | 0.64% |
PLUG POWER INC | International Shares | 0.64% |
ZSCALER INC | International Shares | 0.64% |
AMERICAN WATER WORKS CO INC | International Shares | 0.64% |
APTIV PLC | International Shares | 0.64% |
AVALONBAY COMMUNITIES INC | International Shares | 0.64% |
ZENDESK INC | International Shares | 0.64% |
LOGITECH INTERNATIONAL SA | International Shares | 0.64% |
SWISSCOM AG | International Shares | 0.64% |
KEIO CORP | International Shares | 0.64% |
SEKISUI HOUSE LTD | International Shares | 0.64% |
INFINEON TECHNOLOGIES AG | International Shares | 0.64% |
International Equities - Listed companies focused on clean energy storage
Name | Asset Class | Weight |
|---|---|---|
AMG ADVANCED METALLURGICAL GROUP | International Shares | 0.39% |
SEBANG GLOBAL BATTERY CO LTD | International Shares | 0.39% |
LG CHEM LTD | International Shares | 0.39% |
SOLAREDGE TECHNOLOGIES INC | International Shares | 0.39% |
EOS ENERGY ENTERPRISES | International Shares | 0.39% |
TESLA INC | International Shares | 0.39% |
LIVENT CORP | International Shares | 0.39% |
GENERAL ELECRIC | International Shares | 0.39% |
BROOKFIELD RENEWABLE PARTNERS | International Shares | 0.39% |
ENERSYS | International Shares | 0.39% |
ABB LTD | International Shares | 0.39% |
DELTA ELECTRONICS INC | International Shares | 0.39% |
TOSHIBA CORP | International Shares | 0.39% |
NGK INSULATORS | International Shares | 0.39% |
SUMITOMO ELEC IN | International Shares | 0.39% |
GS YUASA CORP | International Shares | 0.39% |
TDK Corporation | International Shares | 0.39% |
SHOWA DENKO K K | International Shares | 0.39% |
ASX listed ETFs - Exchange traded funds with a climate impact focus
Name | Asset Class | Weight |
|---|---|---|
iSHARES GLOBAL CLEAN ENERGY ETF | International Shares | 10.00% |
BETASHARES CLIMATE CHANGE INNOVATION ETF | International Shares | 9.00% |
KRANESHARES GLOBAL CARBON ETF | International Shares | 7.00% |
VANECK GLOBAL CLEAN ENERGY ETF | International Shares | 5.00% |
Australian Equities - Australian listed companies providing climate solutions
Name | Asset Class | Weight |
|---|---|---|
NEW ENERGY SOLAR | Australian Shares | 2.50% |
CLEANAWAY WASTE MANAGEMENT LIMITED | Australian Shares | 2.00% |
INFRATIL LIMITED | Australian Shares | 1.00% |
TELSTRA CORP LTD | Australian Shares | 0.40% |
GOODMAN GROUP | Australian Shares | 0.40% |
MIRVAC GROUP | Australian Shares | 0.40% |
CARSALES.COM LTD | Australian Shares | 0.40% |
REECE LTD | Australian Shares | 0.40% |
OROCOBRE LTD | Australian Shares | 0.40% |
PILBARA MINERALS LTD | Australian Shares | 0.40% |
CHORUS LTD | Australian Shares | 0.40% |
ORORA LTD | Australian Shares | 0.40% |
TPG TELECOM LTD | Australian Shares | 0.40% |
UNITI GROUP LTD | Australian Shares | 0.40% |
SIMS LTD | Australian Shares | 0.40% |
MEGAPORT LTD | Australian Shares | 0.40% |
COSTA GROUP HOLDINGS LTD | Australian Shares | 0.40% |
IONEER LTD | Australian Shares | 0.40% |
VULCAN ENERGY RESOURCES LTD | Australian Shares | 0.40% |
PACT GROUP HOLDINGS LTD | Australian Shares | 0.40% |
LAKE RESOURCES NL | Australian Shares | 0.40% |
AUSSIE BROADBAND LTD | Australian Shares | 0.40% |
MERCURY NZ LTD | Australian Shares | 0.40% |
SUPERLOOP LTD | Australian Shares | 0.40% |
Infrastructure - Clean energy projects based in Australia
Name | Asset Class | Weight |
|---|---|---|
Palisade - Race to Zero Impact Fund – zero emissions, zero waste and zero inequality | Alternatives | 5% |
Sustainable and Green Bonds helping finance environmental projects
Name | Asset Class | Weight |
|---|---|---|
Bank of Queensland | Floating Rate Notes | 0.50% |
Bendigo Bank | Floating Rate Notes | 0.50% |
Suncorp Banking Corporation | Floating Rate Notes | 0.50% |
Ramsey Health | Floating Rate Notes | 0.50% |
BOQPE / BENPG / SUNPF / RHCPA | Green Bonds | 2.00% |
European Investment Bank (Green) | Green Bonds | 0.67% |
Lend Lease (Green) | Green Bonds | 0.67% |
Woolworths (Green) | Green Bonds | 0.67% |
European Investment Bank (Green) / Lend Lease (Green) / Woolworths (Green) | Green Bonds | 2.00% |
Fixed Income and alternative investment (also called "debt") helping finance clean energy projects
Name | Asset Class | Weight |
|---|---|---|
Artesian Green & Sustainable Bond Fund | Green Bonds | 5.00% |
Betashares Sustainability Leaders Diversified Bond ETF | Green Bonds | 4.00% |
Plenti Lending Platform - Clean Energy Loans | Alternatives | 2.00% |
Cash and cash like assets
Name | Asset Class | Weight |
|---|---|---|
Direct or AAA | Cash | 2% |
Stay in touch
The information on this website is prepared by Bloom Impact Investment Services Pty Ltd (ACN 651 965 098 AR 001294778), who is an authorised representative of Cache Investment Management Pty Ltd (ACN 624 306 430 AFSL 514 360) (Cache). All information is general information only and does not take into account your personal circumstances, financial situation or needs.
The Bloom Climate Impact Fund is issued by Melbourne Securities Corporation Limited (ACN 160 326 545 AFSL 428 289), as disclosed in the relevant PDS. You should also read the TMD which describes who the financial products may be appropriate for. Before making a financial decision, you should read the PDS and consider whether the product is right for you and whether you should obtain advice from a professional financial adviser. All investments carry risk.
We acknowledge the Traditional Owners of the land on which we work and live. We pay our respects to their Elders, past and present, and remember that sovereignty was never ceded.
© 2023 by Bloom Impact Investing
bottom of page