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Track record and risk metrics
Cumulative return since inception (A$, net of fees)
Past performance is not an indication of future performance.
1 The Clean Energy Index comprises equal weightings to the S&P Global Clean Energy and Wilderhill Clean Energy Net Total Return Indices
2 MSCI World Net Total Return Index
T8 Energy Vision | Clean Energy Index1 | Global Equities2 | |
---|---|---|---|
Returns | |||
3 months | 3.7% | 1.5% | 2.8% |
6 months | -6.4% | -8.3% | 3.3% |
12 months | -19.3% | -23.1% | 24.0% |
Year to date | -14.6% | -19.8% | 17.6% |
Since inception | 48.6% | 13.5% | 93.8% |
Risk (last 12 months) | |||
Volatility | 26% | 27% | 9% |
Sharpe ratio | -0.8 | -0.9 | 2.6 |
Equity Correlation | 0.7 | 0.7 | 1.0 |
Equity Beta | 1.0 | 1.1 | 1.0 |
Up-capture | 77% | 81% | 100% |
Down-capture | 111% | 121% | 100% |
Up/Down Capture Ratio | 0.7 | 0.7 | 1.0 |
Important notice
© Copyright 2021 Triple Eight Capital Pty Ltd (ABN 52 642 108 496, AFSL 527866). All rights reserved.
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity for T8 Energy Vision. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This document has been prepared by Triple Eight Capital Pty Ltd (“T8”) to provide general information only. The information contained herein does not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither T8, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance.
You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product. A Target Market Determination describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed. The Product Disclosure Statement and Target Market Determination for T8 Energy Vision is available at https://t8cap.com/how-to-invest/.
Risk warning: T8 Energy Vision will not necessarily be invested in all of the areas mentioned in this material at any given time. New technologies not listed in this material may emerge which may benefit from the changing dynamics of energy markets. It is therefore not possible to exhaustively list all areas in which T8 Energy Vision may invest. By investing in companies involved in manufacturing or resource extraction, T8 Energy Vision will not by its nature be a low carbon emissions portfolio relative to the broader listed global equity market and may have investments in companies that currently have material exposure to fossil fuels (e.g. an electric utility which produces the majority of its electricity from sources with no greenhouse gas emissions may operate or have exposure to gas-fired electricity generation assets within its portfolio).
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Cumulative return since inception (A$, net of fees)
Past performance is not an indication of future performance.
1 NYSE Arca Gold Miners Net Total Return Index (GDM Index)
2 Gold bullion as tracked by the SPDR Gold Shares (GLD US)
T8 Gold | Gold Miners Index1 | Gold bullion2 | |
---|---|---|---|
Returns | |||
3 months | 10.9% | 12.4% | 8.8% |
6 months | 20.2% | 19.0% | 11.3% |
12 months | 43.1% | 39.5% | 32.1% |
Year to date | 25.4% | 25.7% | 25.3% |
Since inception | 110.4% | 61.1% | 87.2% |
Risk (last 12 months) | |||
Volatility | 28% | 24% | 14% |
Sharpe ratio | 1.5 | 1.6 | 2.3 |
Gold Correlation | 0.6 | 0.6 | 1.0 |
Gold Beta | 1.2 | 1.1 | 1.0 |
Up-capture | 123% | 107% | 100% |
Down-capture | 116% | 100% | 100% |
Up/Down Capture Ratio | 1.1 | 2.2 | 1.0 |
Responsible gold production
References to responsible gold production refer to the term as defined by the World Gold Council, whereby responsible gold mining is conducted with good governance as well as respect for the environment, human rights and the wellbeing of employees, contractors and members of associated communities. These issues are addressed using the World Gold Council’s Responsible Gold Mining Principles which, together with the Mining Association of Canada’s Towards Sustainable Mining standard, set out frameworks and expectations as to what constitutes responsible gold mining. T8 has integrated these standards into its ESG assessment methodology. T8 believes that responsible gold production creates socio-economic benefits for host countries and associated local communities through job creation, tax revenue and community investment. Please email info@t8cap.com for more information.
Important notice
This material has been prepared by Triple Eight Capital Pty Ltd (“T8”) (ABN 52 642 108 496, AFSL 527866) to provide general information only. In preparing this material, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither T8 nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Private Offering Memorandum before making a decision about whether to invest in this product.
This material is for distribution only to sophisticated investors, financial institutions, financial services licensees and their advisers. It is not for viewing by retail clients or members of the general public.