Buy, use and throw away. Throw away!?
Why invest in this trend?
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The traditional consumption cycle is environmentally unsustainable.A problem that demands urgent solutions that affect both the volume of waste we generate and the management of that waste. A situation that translates into a growth opportunity for many companies.
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A consumption cycle (the current one) that is also proving to be uneconomical.Companies are facing inflation in the prices of raw materials and disruption in supply chains, which is favouring a change to a circular model based on local suppliers that present less price volatility and less logistics demand.
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A transformation supported by governments and consumers.From governments: through new laws and taxes that encourage business practices directed towards circular economy models. And from consumers: changing their traditional habits for a more sustainable and responsible consumption.
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Plastic, the ogre of the story.It's not the only one, but we are all aware of the repercussions of this kind of waste. The reduction of plastic, its recycling and its replacement with new alternative materials increase interest in this trend.
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Batteries.Another black hole that, little by little, is beginning to see the light. For example, electric vehicle batteries are already produced under a circular model. The increase in electric mobility is expected to multiply by four this year and by thirty(!) by 2028, a seismic shift that will have a major impact on business transformation and development.
Energy savings using recycled materials compared to manufacturing from new materials.
Global measures for a global transformation.
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From the European Union.The European Commission adopted a new Circular Economy Action Plan as part of the EU Green Deal. This plan focuses on the areas that use the most resources: electronics, batteries, packaging, textile plastics, etc.
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From the USA UU.This determining country intends to promote circular business models through its infrastructure plans.
Our investment proposal focuses on a selection of companies that comply with the purest circular economy criteria, but that also represent an opportunity in terms of robust fundamentals, risk control and compliance with ESG criteria. These companies are classified into three groups:
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Adopting companies.Those that incorporate circularity into their production processes.
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Enabling companies.Such as, for example, the Norwegian Tomra, world leader in vending machines.
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Beneficiary companies.Such the American Ball Corp, producer of aluminium containers, companies that benefit from this broad change, even without changing their business model.
What do the experts think?
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SEE SUMMARY IN SPANISH OF THE RIGHTS OF INVESTORS IN THE BGF CIRCULAR ECONOMY FUND
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SEE SUMMARY IN SPANISH OF THE RIGHTS OF INVESTORS IN THE ROBECO CIRCULAR ECONOMY EQUITIES
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SEE SUMMARY IN SPANISH OF THE RIGHTS OF INVESTORS IN THE BANKINTER PLATEA MEGATENDENCIAS FUND
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The Key Investor Information Document and the prospectus are available on the website of the investment managers: Bankinter.com; Asset management and financial services | BlackRock, Robeco España | Pure wealth management
For further information about this product, consult the investment managers' website: Bankinter.com; [Asset management and financial services | BlackRock; |https://www.blackrock.com/es], Robeco España | Pure wealth management -
This is an advertising communication. Please refer to the UCITS prospectus and key investor information document before making a final investment decision. The fund managers may decide to stop marketing the funds in the situations provided for in applicable legislation, in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.
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The BGF Circular Economy Fund is a sub-fund of BlackRock Global Funds. It is authorised in Luxembourg, regulated by the Commission de Surveillance du Secteur Financier (CSSF) and registered with the CNMV under number 140.
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The Robeco Circular Economy Equities Fund is a sub-fund of Robeco Capital Growth Funds, SICAV, authorised in the Netherlands and regulated by Autoriteit Financiële Markten and registered in the CNMV under number 254.
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The BANKINTER PLATEA MEGATENDENCIAS fund is a fund from Bankinter Gestión de Activos, S.A., SGIIC authorised in Spain and regulated by the CNMV, with which it is registered as number 5408.
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The CIS promotes environmental, social and governance (ESG) criteria under Article 8 of Regulation (EU) 2019/2088 on the disclosure of information related to sustainability in the financial services sector, also known by the English acronym SFDR, and is subject to sustainability risk, as defined in the risk profile. Decisions to invest in this fund must consider all of the characteristics and objectives of the fund.
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See information in Spanish on aspects related to sustainability: [Letter to BlackRock customers | sustainability|https://www.blackrock.com/co/blackrock-client-letter]; Sustainable investment (robeco.com); Sustainability Plan | Bankinter Corporate Website.