Polar Capital Smart Energy Fund
SRI Style:
Sustainable Style
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
30/09/2021
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£400.40m
(as at: 31/03/2026)
ISIN:
IE0004K9OSM2, IE000EWWPFJ6, IE000GWLH680, IE000CWXYRY4
Sustainable, Responsible
&/or ESG Overview:
Fund manager supplied DDQ forms only (May 2026)
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Labels & Accreditations
Find options classified under Article 9 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 9 of the SFDR applies to financial products that have sustainable investment 'objectives' - including emissions reduction objectives. (These may currently be referred to as 'impact' funds or aiming to deliver clear, specific positive outcomes.) These rules do not currently apply in the UK so product managers may leave this field blank.
Sustainable, Responsible &/or ESG Policy:
Objectives
The investment objective of the Fund is to provide long-term capital growth. In addition, the Fund has as its sustainable investment objective investment in a portfolio of companies worldwide that support, through their technology solutions and services, the decarbonisation and thereby electrification of the global energy sector.
Investment Policy
The Fund seeks to invest in companies worldwide that provide technology solutions and services targeting the decarbonisation of the global energy sector. The Fund invests along the whole clean energy value chain.
The Fund contributes to the following UN Sustainable Development Goals: Affordable and Clean Energy goal (SDG7), Industry, innovation and infrastructure (SDG9), Sustainable cities and communities (SDG11), Responsible consumption and production (SDG12) and Climate action (SDG13).
The Fund may invest in financial derivatives (complex instruments based upon the value of underlying assets) for hedging, to reduce risk, to manage the Fund more efficiently, or to gain exposure to securities in a more efficient way.
Greenhouse Gas (‘GHG’) emissions data used in the Fund’s investment process may be based on, or include, estimates. The Investment Manager continuously reviews the availability and accuracy of GHG data used. Due to the Fund’s investment policy and estimations in the GHG data used, the Fund may be invested in companies with high GHG emissions. The Investment Manager will consider the direct emissions from a
company’s controlled assets and operations; emissions from the consumption of electricity, heat, steam and cooling, and where available, emissions relating to the company’s value chain that are not controlled by the company itself.
The Fund is actively managed and uses the MSCI All-Country World Net TR Index (GBP) benchmark for performance comparison purposes.
There is no intention to pay dividends in respect of the Accumulation Share Classes.
You may sell your shares on days which banks are normally open for business in Dublin and London.
Recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within five years.
Sustainable Finance Disclosure Regulation
This Fund has a sustainable investment objective and is classified as an Article 9 fund under the EU’s Sustainable Finance Disclosure Regulation (“SFDR”). For more information please see the Fund’s prospectus or by visiting www.polarcapital.co.uk
(Source: KIID, as at May 2026)
SDR Labelling:
Not eligible to use label (out of scope)
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Polar Capital Smart Energy Fund |
Sustainable Style | Not eligible to use label (out of scope) | SICAV/Overseas | Global | Equity | 30/09/2021 | ||
|
Fund/Portfolio Size: £400.40m (as at: 31/03/2026) ISIN: IE0004K9OSM2, IE000EWWPFJ6, IE000GWLH680, IE000CWXYRY4 |
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Sustainable, Responsible &/or ESG OverviewFund manager supplied DDQ forms only (May 2026) |
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|
Information received directly from Fund Manager |
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Fund FiltersLabels & Accreditations
SFDR Article 9 fund / product (EU)
Find options classified under Article 9 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 9 of the SFDR applies to financial products that have sustainable investment 'objectives' - including emissions reduction objectives. (These may currently be referred to as 'impact' funds or aiming to deliver clear, specific positive outcomes.) These rules do not currently apply in the UK so product managers may leave this field blank. Sustainable, Responsible &/or ESG Policy:Objectives The investment objective of the Fund is to provide long-term capital growth. In addition, the Fund has as its sustainable investment objective investment in a portfolio of companies worldwide that support, through their technology solutions and services, the decarbonisation and thereby electrification of the global energy sector. Investment Policy The Fund seeks to invest in companies worldwide that provide technology solutions and services targeting the decarbonisation of the global energy sector. The Fund invests along the whole clean energy value chain. Sustainable Finance Disclosure Regulation This Fund has a sustainable investment objective and is classified as an Article 9 fund under the EU’s Sustainable Finance Disclosure Regulation (“SFDR”). For more information please see the Fund’s prospectus or by visiting www.polarcapital.co.uk (Source: KIID, as at May 2026) SDR Labelling:Not eligible to use label (out of scope) |
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