LongSSE.LAug 2026
SSE
The fund owns SSE as a utility exposure focused particularly on electricity networks. The managers expect rising power demand and electrification to require sustained investment…
Guinness Sustainable Energy Fund
Actively managed global equity strategy investing in companies exposed to sustainable energy generation, storage, electrification and energy efficiency, with a broadly equally weighted portfolio.$306M AUM90 published ideas
Guinness Sustainable Energy Fund is a global equity fund managed for capital growth from the long-term energy transition. It invests in companies involved in sustainable energy generation and storage and in the electrification and efficiency of energy demand, typically through about 30 broadly equally weighted holdings. The managers combine thematic analysis with bottom-up quality and valuation discipline and use the MSCI World Index as a comparator.
Ideas from Guinness Sustainable Energy Fund
LongORAAug 2026
Ormat Technologies
The fund owns Ormat Technologies for differentiated exposure to geothermal power. The company is described as the world's only integrated producer and equipment manufacturer for…
LongETNAug 2026
Eaton
The fund owns Eaton within its electrical-equipment exposure to the electrification of energy demand and the build-out of the grid. Eaton participates in electrical products…
LongSU.PAAug 2026
Schneider Electric
The fund owns Schneider Electric as part of its electrical-equipment exposure to electrification and grid expansion. The company participates in the design, manufacture and…
LongLR.PAAug 2026
Legrand
The fund owns Legrand within its electrical-equipment allocation focused on electrification and grid expansion. Legrand participates in electrical products across different…
LongETNAug 2026
Eaton
The fund owns Eaton within its electrical-equipment exposure to the electrification of energy demand and the build-out of the grid. Eaton participates in electrical products…
LongSU.PAAug 2026
Schneider Electric
The fund owns Schneider Electric as part of its electrical-equipment exposure to electrification and grid expansion. The company participates in the design, manufacture and…
LongLR.PAAug 2026
Legrand
The fund owns Legrand within its electrical-equipment allocation focused on electrification and grid expansion. Legrand participates in electrical products across different…
LongETNAug 2026
Eaton
The fund owns Eaton within its electrical-equipment exposure to the electrification of energy demand and the build-out of the grid. Eaton participates in electrical products…
LongSU.PAAug 2026
Schneider Electric
The fund owns Schneider Electric as part of its electrical-equipment exposure to electrification and grid expansion. The company participates in the design, manufacture and…
LongAPHAug 2026
Amphenol
The fund owns Amphenol within the portfolio's electrical-equipment theme. The managers view companies supplying electrical products and connectivity across a wide range of…
LongTELAug 2026
TE Connectivity
The fund owns TE Connectivity for exposure to both electrification infrastructure and increasing electronics content in electric vehicles. The company is part of the…
LongHUBBAug 2026
Hubbell
The fund owns Hubbell for its specialization in high-voltage grid equipment, particularly in the United States. The managers argue that power grids must be modernized to support…
LongAPHAug 2026
Amphenol
The fund owns Amphenol within the portfolio's electrical-equipment theme. The managers view companies supplying electrical products and connectivity across a wide range of…
LongTELAug 2026
TE Connectivity
The fund owns TE Connectivity for exposure to both electrification infrastructure and increasing electronics content in electric vehicles. The company is part of the…
LongHUBBAug 2026
Hubbell
The fund owns Hubbell for its specialization in high-voltage grid equipment, particularly in the United States. The managers argue that power grids must be modernized to support…
LongPRY.MIAug 2026
Prysmian
The fund owns Prysmian because high-voltage cables are essential to grid interconnectors and connections to new power-supply sources. The managers expect significant investment…
LongITRIAug 2026
Itron
The fund owns Itron for exposure to smarter and more efficient electricity networks. Itron has a heritage in smart meters and is increasingly providing services and consulting…
LongPRY.MIAug 2026
Prysmian
The fund owns Prysmian because high-voltage cables are essential to grid interconnectors and connections to new power-supply sources. The managers expect significant investment…
LongITRIAug 2026
Itron
The fund owns Itron for exposure to smarter and more efficient electricity networks. Itron has a heritage in smart meters and is increasingly providing services and consulting…
LongIFX.DEAug 2026
Infineon Technologies
The fund owns Infineon as a provider of power semiconductors and microcontrollers needed for higher-voltage electric vehicles. The managers expect EV penetration to continue…
LongNXPIAug 2026
NXP Semiconductors
The fund owns NXP Semiconductors for its power-semiconductor and microcontroller exposure to higher-voltage electric vehicles. The managers expect EVs to represent a growing…
LongSTAug 2026
Sensata Technologies
The fund owns Sensata Technologies as a component supplier to the growing electric and autonomous vehicle industry. The managers expect the amount of electronics in electric…
Long051910.KSAug 2026
LG Chem
The fund owns LG Chem for exposure to lithium-ion batteries and the electrification of transportation. The company is described as one of the world's largest lithium-ion battery…
LongTTAug 2026
Trane Technologies
The fund owns Trane Technologies as a quality pure-play exposure to heating and cooling efficiency in buildings. The managers argue that higher power prices improve the payback…
LongCSLAug 2026
Carlisle Companies
The fund owns Carlisle Companies as a high-quality building-products exposure within its energy-efficiency theme. The managers expect higher power costs and stronger efficiency…
LongOCAug 2026
Owens Corning
The fund owns Owens Corning for exposure to insulation and building efficiency. The managers see higher power prices as improving the payback from efficiency products and expect…
LongSPIE.PAAug 2026
SPIE
The fund owns SPIE as a European electrical-engineering and building-maintenance exposure. Its services in France and Germany connect the company to the renovation…
LongACMAug 2026
AECOM
The fund owns AECOM as a US-focused design and engineering company with exposure to building efficiency and renewable-energy infrastructure. The managers expect both grid and…
LongSIE.DEAug 2026
Siemens
The fund owns Siemens for broad exposure to efficiency and electrification across many end markets. The managers see electricity demand accelerating while industrial activity and…
LongATCO-A.STAug 2026
Atlas Copco
The fund owns Atlas Copco for exposure to industrial energy efficiency. Its compressors and vacuum technologies help manufacturers use compressed air more efficiently, an area…
Long0916.HKAug 2026
China Longyuan Power Group
The fund owns China Longyuan as a pure-play Chinese wind power producer. The managers expect renewables to account for the vast majority of future power-capacity additions and…
LongORAAug 2026
Ormat Technologies
The fund owns Ormat Technologies for differentiated exposure to geothermal power. The company is described as the world's only integrated producer and equipment manufacturer for…
LongNEEAug 2026
NextEra Energy
The fund owns NextEra Energy for broad wind and solar renewable-generation exposure. The managers describe it as the largest producer of renewable energy in the world and expect…
LongIBE.MCAug 2026
Iberdrola
The fund owns Iberdrola as a utility exposure with a particular focus on electricity networks. The managers expect electrification and growing power demand to require major…
LongSSE.LAug 2026
SSE
The fund owns SSE as a utility exposure focused particularly on electricity networks. The managers expect rising power demand and electrification to require sustained investment…
Long0968.HKAug 2026
Xinyi Solar Holdings
The fund owns Xinyi Solar as a key supplier into the solar manufacturing value chain. The company is described as the world's largest supplier of the glass used in solar modules…
LongENPHAug 2026
Enphase Energy
The fund owns Enphase Energy for exposure to the electronics required in distributed solar systems. Enphase manufactures inverters that convert DC electricity from solar panels…
LongCSIQAug 2026
Canadian Solar
The fund owns Canadian Solar for integrated exposure to the standard polysilicon solar-cell and module manufacturing process. The long-term thesis is supported by continued…
LongFSLRAug 2026
First Solar
The fund owns First Solar for integrated exposure to solar-cell and module manufacturing using a specialist cadmium telluride process. The managers expect solar to remain a major…
LongVWS.COAug 2026
Vestas Wind Systems
The fund owns Vestas to obtain broad exposure to the strong growth it expects in onshore and offshore wind markets. In August Vestas was the fund's top performer after order…
LongAMRCAug 2026
Ameresco
The fund owns Ameresco as a US-listed clean-energy project developer with exposure to bioenergy and a broader range of energy-efficiency projects. The managers expect higher…
LongIFX.DEAug 2026
Infineon Technologies
The fund owns Infineon as a provider of power semiconductors and microcontrollers needed for higher-voltage electric vehicles. The managers expect EV penetration to continue…
LongNXPIAug 2026
NXP Semiconductors
The fund owns NXP Semiconductors for its power-semiconductor and microcontroller exposure to higher-voltage electric vehicles. The managers expect EVs to represent a growing…
LongSTAug 2026
Sensata Technologies
The fund owns Sensata Technologies as a component supplier to the growing electric and autonomous vehicle industry. The managers expect the amount of electronics in electric…
Long051910.KSAug 2026
LG Chem
The fund owns LG Chem for exposure to lithium-ion batteries and the electrification of transportation. The company is described as one of the world's largest lithium-ion battery…
LongTTAug 2026
Trane Technologies
The fund owns Trane Technologies as a quality pure-play exposure to heating and cooling efficiency in buildings. The managers argue that higher power prices improve the payback…
LongCSLAug 2026
Carlisle Companies
The fund owns Carlisle Companies as a high-quality building-products exposure within its energy-efficiency theme. The managers expect higher power costs and stronger efficiency…
LongOCAug 2026
Owens Corning
The fund owns Owens Corning for exposure to insulation and building efficiency. The managers see higher power prices as improving the payback from efficiency products and expect…
LongSPIE.PAAug 2026
SPIE
The fund owns SPIE as a European electrical-engineering and building-maintenance exposure. Its services in France and Germany connect the company to the renovation…
LongACMAug 2026
AECOM
The fund owns AECOM as a US-focused design and engineering company with exposure to building efficiency and renewable-energy infrastructure. The managers expect both grid and…
LongSIE.DEAug 2026
Siemens
The fund owns Siemens for broad exposure to efficiency and electrification across many end markets. The managers see electricity demand accelerating while industrial activity and…
LongATCO-A.STAug 2026
Atlas Copco
The fund owns Atlas Copco for exposure to industrial energy efficiency. Its compressors and vacuum technologies help manufacturers use compressed air more efficiently, an area…
Long0916.HKAug 2026
China Longyuan Power Group
The fund owns China Longyuan as a pure-play Chinese wind power producer. The managers expect renewables to account for the vast majority of future power-capacity additions and…
LongORAAug 2026
Ormat Technologies
The fund owns Ormat Technologies for differentiated exposure to geothermal power. The company is described as the world's only integrated producer and equipment manufacturer for…
LongNEEAug 2026
NextEra Energy
The fund owns NextEra Energy for broad wind and solar renewable-generation exposure. The managers describe it as the largest producer of renewable energy in the world and expect…
LongIBE.MCAug 2026
Iberdrola
The fund owns Iberdrola as a utility exposure with a particular focus on electricity networks. The managers expect electrification and growing power demand to require major…
LongSSE.LAug 2026
SSE
The fund owns SSE as a utility exposure focused particularly on electricity networks. The managers expect rising power demand and electrification to require sustained investment…
Long0968.HKAug 2026
Xinyi Solar Holdings
The fund owns Xinyi Solar as a key supplier into the solar manufacturing value chain. The company is described as the world's largest supplier of the glass used in solar modules…
LongENPHAug 2026
Enphase Energy
The fund owns Enphase Energy for exposure to the electronics required in distributed solar systems. Enphase manufactures inverters that convert DC electricity from solar panels…
LongCSIQAug 2026
Canadian Solar
The fund owns Canadian Solar for integrated exposure to the standard polysilicon solar-cell and module manufacturing process. The long-term thesis is supported by continued…
LongFSLRAug 2026
First Solar
The fund owns First Solar for integrated exposure to solar-cell and module manufacturing using a specialist cadmium telluride process. The managers expect solar to remain a major…
LongVWS.COAug 2026
Vestas Wind Systems
The fund owns Vestas to obtain broad exposure to the strong growth it expects in onshore and offshore wind markets. In August Vestas was the fund's top performer after order…
LongAMRCAug 2026
Ameresco
The fund owns Ameresco as a US-listed clean-energy project developer with exposure to bioenergy and a broader range of energy-efficiency projects. The managers expect higher…
LongHUBBAug 2026
Hubbell
The fund owns Hubbell for its specialization in high-voltage grid equipment, particularly in the United States. The managers argue that power grids must be modernized to support…
LongPRY.MIAug 2026
Prysmian
The fund owns Prysmian because high-voltage cables are essential to grid interconnectors and connections to new power-supply sources. The managers expect significant investment…
LongITRIAug 2026
Itron
The fund owns Itron for exposure to smarter and more efficient electricity networks. Itron has a heritage in smart meters and is increasingly providing services and consulting…
LongNXPIAug 2026
NXP Semiconductors
The fund owns NXP Semiconductors for its power-semiconductor and microcontroller exposure to higher-voltage electric vehicles. The managers expect EVs to represent a growing…
LongSTAug 2026
Sensata Technologies
The fund owns Sensata Technologies as a component supplier to the growing electric and autonomous vehicle industry. The managers expect the amount of electronics in electric…
Long051910.KSAug 2026
LG Chem
The fund owns LG Chem for exposure to lithium-ion batteries and the electrification of transportation. The company is described as one of the world's largest lithium-ion battery…
LongTTAug 2026
Trane Technologies
The fund owns Trane Technologies as a quality pure-play exposure to heating and cooling efficiency in buildings. The managers argue that higher power prices improve the payback…
LongCSLAug 2026
Carlisle Companies
The fund owns Carlisle Companies as a high-quality building-products exposure within its energy-efficiency theme. The managers expect higher power costs and stronger efficiency…
LongOCAug 2026
Owens Corning
The fund owns Owens Corning for exposure to insulation and building efficiency. The managers see higher power prices as improving the payback from efficiency products and expect…
LongSPIE.PAAug 2026
SPIE
The fund owns SPIE as a European electrical-engineering and building-maintenance exposure. Its services in France and Germany connect the company to the renovation…
LongACMAug 2026
AECOM
The fund owns AECOM as a US-focused design and engineering company with exposure to building efficiency and renewable-energy infrastructure. The managers expect both grid and…
LongSIE.DEAug 2026
Siemens
The fund owns Siemens for broad exposure to efficiency and electrification across many end markets. The managers see electricity demand accelerating while industrial activity and…
LongATCO-A.STAug 2026
Atlas Copco
The fund owns Atlas Copco for exposure to industrial energy efficiency. Its compressors and vacuum technologies help manufacturers use compressed air more efficiently, an area…
Long0916.HKAug 2026
China Longyuan Power Group
The fund owns China Longyuan as a pure-play Chinese wind power producer. The managers expect renewables to account for the vast majority of future power-capacity additions and…
LongIFX.DEAug 2026
Infineon Technologies
The fund owns Infineon as a provider of power semiconductors and microcontrollers needed for higher-voltage electric vehicles. The managers expect EV penetration to continue…
LongAPHAug 2026
Amphenol
The fund owns Amphenol within the portfolio's electrical-equipment theme. The managers view companies supplying electrical products and connectivity across a wide range of…
LongTELAug 2026
TE Connectivity
The fund owns TE Connectivity for exposure to both electrification infrastructure and increasing electronics content in electric vehicles. The company is part of the…
LongLR.PAAug 2026
Legrand
The fund owns Legrand within its electrical-equipment allocation focused on electrification and grid expansion. Legrand participates in electrical products across different…
LongNEEAug 2026
NextEra Energy
The fund owns NextEra Energy for broad wind and solar renewable-generation exposure. The managers describe it as the largest producer of renewable energy in the world and expect…
LongIBE.MCAug 2026
Iberdrola
The fund owns Iberdrola as a utility exposure with a particular focus on electricity networks. The managers expect electrification and growing power demand to require major…
Long0968.HKAug 2026
Xinyi Solar Holdings
The fund owns Xinyi Solar as a key supplier into the solar manufacturing value chain. The company is described as the world's largest supplier of the glass used in solar modules…
LongENPHAug 2026
Enphase Energy
The fund owns Enphase Energy for exposure to the electronics required in distributed solar systems. Enphase manufactures inverters that convert DC electricity from solar panels…
LongCSIQAug 2026
Canadian Solar
The fund owns Canadian Solar for integrated exposure to the standard polysilicon solar-cell and module manufacturing process. The long-term thesis is supported by continued…
LongFSLRAug 2026
First Solar
The fund owns First Solar for integrated exposure to solar-cell and module manufacturing using a specialist cadmium telluride process. The managers expect solar to remain a major…
LongVWS.COAug 2026
Vestas Wind Systems
The fund owns Vestas to obtain broad exposure to the strong growth it expects in onshore and offshore wind markets. In August Vestas was the fund's top performer after order…
LongAMRCAug 2026
Ameresco
The fund owns Ameresco as a US-listed clean-energy project developer with exposure to bioenergy and a broader range of energy-efficiency projects. The managers expect higher…
Letters covered
- Guinness Sustainable Energy Investment Commentary – September 2026August 31, 2026
- Guinness Sustainable Energy Investment Commentary – September 2026August 31, 2026
- Guinness Sustainable Energy Investment Commentary – September 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.