Investment funds
A necessary change: 50% of global pollution is caused by the generation of electricity
Energy transition
An energy change based on highly polluting fossil fuels, for a system based on renewable sources. The move from decarbonisation to electrification of sectors such as transport or the digitisation of networks incorporates the need to achieve cleaner electricity.
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The growth of world demand for electricity.A growth derived from the increase in consumption by emerging countries, whose populations are growing rapidly.
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The massification of the urban environment.The concentration of industrial activity, transport... All this causes 80% of the world population to live with air quality below the standards set by the WHO.
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It has government support.From the EU, through the Green Deal, whose objective is to be neutral in carbon emissions by 2050; new carbon taxes, incentives for electric vehicles and the obligation for new buildings to be “zero emission” from 2021. And not just Europe; the USA and Japan also aim to achieve zero carbon emissions by 2050 and 2060 respectively
The electrification of society is a fact, and its production through renewable sources is the only possible outcome.
Companies are beginning to obtain greater profitability thanks to their energy transition-linked investments.
LRecent and progressive advances have caused a reduction in costs, both in the implementation of infrastructures and in the storage of electricity.
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Cheaper infrastructure.Over the last eight years, the material costs associated with solar and wind energy have been reduced by 80% and 35% respectively.
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Cheaper batteries.The price of lithium-ion batteries (the most common type of batteries), have been cut by 88%.
It is now more profitable to build and operate a clean energy generating facility than a fossil fuel plant.
Levelised cost of different energy sources.
Graphic Source: Schroders
But, there are also social and circumstantial reasons:
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New communication habits.Telecommuting, social media and online entertainment require more electricity. Google and Facebook estimate a 20% growth in electricity needs for their data centres and networks.
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The Ukrainian war.The uncertainty about the supply of gas to Europe, with the consequent increase in the price of both gas and oil, places the development of renewable energies as a strategic priority.
The paradigm shift in energy generation and consumption is a process that involves multiple transformations. Companies from different sectors are involved in this value chain:
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Power generation and distribution companies.These companies increasingly rely on renewable energy sources.
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Industrial equipment companies.Such as turbines for power generation, more insulating construction materials that improve efficiency, or cables and electrical equipment necessary for the deployment of new transmission lines.
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Companies that develop solar panel technologies, battery storage and charging centres for electric mobility.
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The new electric vehicles.In addition to the components needed to manufacture them, the new forms of mobility tend towards autonomous driving that requires new technological advances.
What do the experts think?
The International Energy Agency estimates that the demand for electricity will increase in the next two decades. from the current 25,000 TWh to 40,000 TWh. It is expected that two thirds of that energy will be generated through renewable sources.
The same organisation foresees that an additional investment of US$ 60 billion will be necessary to reach the objective of not increasing the temperature by more than 1.5 ºC in this century.
Our investment proposal
The value of investment funds1 can fall as well as rise, and you may get back less than you invested.
LU2145461757
ROBECOSAM SMART ENERGY
Advanced
EUR
0 €
LU0164455502
CARMIGNAC PF CLIMATE
TRANSITION
Advanced
EUR
1000 €
ES0113573002
BANKINTER PLATEA MEGATENDENCIAS
Medium/High
EUR
10 €
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Call us on 900 816 833 and we'll explain how to arrange this fund.
- SEE SUMMARY IN ENGLISH OF THE INVESTOR RIGHTS OF THE ROBECOSAM SMART ENERGY FUND
- SEE SUMMARY IN ENGLISH OF THE INVESTOR RIGHTS OF THE CARMIGNAC PF CLIMATE TRANSITION FUND
- SEE SUMMARY IN SPANISH OF THE RIGHTS OF INVESTORS IN THE BANKINTER PLATEA MEGATENDENCIAS FUND
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Show/Hide legal text1 Investment funds: The key investor information document, prospectus and all other legal documents related to Bankinter's collective investment institutions are available at any of our branches, on the Bankinter website (www.bankinter.com) and on the website of the Spanish National Securities Market Commission (CNMV) (www.cnmv.es).
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Show/Hide legal textThe Key Investor Information Document and the prospectus are available on the website of the investment manager: Bankinter.com; Robeco España | Pure wealth management; Carmignac, Investing in your interest | Asset management | Carmignac.
More information on this products can be found on the website of the investment manager: Bankinter.com; Robeco España | Pure wealth management; Carmignac, Investing in your interest | Asset management | Carmignac. -
Show/Hide legal textThis 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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Show/Hide legal textThe Carmignac Pf Climate Transition Fund is a sub-fund of Carmignac Portfolio SICAV, authorised in Luxembourg and regulated by the CSSF and registered with the Spanish Securities Market Commission under number 392.
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Show/Hide legal textThe RobecoSAM Smart Energy 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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Show/Hide legal textThe 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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Show/Hide legal textThe 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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Show/Hide legal textSee information in Spanish on aspects related to sustainability: Sustainable and Responsible Investment | Carmignac; Global leader in sustainable investment (robeco.com); Sustainability Plan | Bankinter Corporate Website.