Invest Green Inc. Wilder Hill Clean Energy Index

MUTUAL FUNDS

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    • While there are 1000's of SRI funds, this website tries to find and list funds which have wind and solar holdings. Please research carefully.
    • 2009- Japan has an increasing number of community Green Funds such as the Hokkaido Green Fund financing local wind farms.
    • 2008- note the development of the wind ETFs and solar ETFs in 2007 as an alternative.
    • 2008- there are now many new climate-change funds appearing and best-in-class funds, this site will stick to a wind and solar focus.
    • The funds listed here could be considered some of the first offered with an environmental sector (wind and solar or other) focus.
    • The professional advisors listed could be viewed as some of the first advisors interested in the environmental sector.

    Mutual Funds


    • MFFAIS-good research site.
    • ABN Amro Okoinvest Open End Fund- includes 7 stocks from PPVX, and others from the nx-25, advisor: OkoInvest Verlag.
    • Acumen Fund-patient capital investments
    • *2, Activest EcoTech C- Europe, ISIN LU0034716679, WKN 971345, Activest Investment Gesellshaft Luxembourg SA, consumer focus.
    • ARC Canadian Energy Venture Funds owns 89% of CREC (Canadian Renewable Energy Corp- not on markets, into wind in Ontario) and 9% of CHD (Canadian Hydro Developers- see wind)
    • Australian Ethical Investments Ltd.- four funds with environmental holdings.
    • Awal-mutual fund with green, renewables focus, in GCC and wider MENA region.
    • Calvert-Global Alterntative Energy Fund.
    • Calvert-Global Water Fund
    • Carbon Trust-vencap fund listed on London AIM, investing in low carbon tech cos.
    • China Environment Fund-focus on RE + Efficiency Tech
    • Das Gruene Emissionshaus- ee-direkt markets 2 mutual funds, also has solar parks and wind farms to invest in at site. 320 MW financed to date.
    • *1,*2, -DWS New Energy Basket 25+, -Europe, WKN 565128, wind/solar/fuelcell.
    • EE-Direct- Renewable Energy Funds, invest at site.
    • EthicInvest-Sentry Select Alternative Energy Fund
    • *1,*2, -Focus Umwelttechnologie Fonds INVESCO, -Europe, WKN 847047 wind/solar/fuelcell.
    • Green Alpha Advisors, LLC-Money Management for Environmentally Focused Capital
    • GAGIP-Green Alpha Growth & Income Portfolio
    • Green Alpha Next Economy Index (GANEX)-GANEX is available for investment via the following managed account solutions: •Morgan Stanley Smith Barney - Vision Platform, •FOLIO Instiutional, •First Republic Securities Co., LLC, •Charles Schwab & Co., Inc. - Marketplace Platform, •First Affirmative Financial Network, •Pershing / MS Howells & Co.
    • Green Century Funds-USA
    • Greenchip Financial-contact at site, for accredited investors only, Canada.
    • *2, GreenEffects NAI Funds-Europe, ISIN IE0005895655, WKN 580265, GreenEffects Investment plc, based on Natur Actien Index (NAI-see Oeko).
    • GCA-GCA – Greentech Capital Advisors - Sustainable Growth Long/Short and GCA Sustainable Growth Long Only Funds. Sept 2014
    • Guinness Atkinson Alternative Energy Fund-GAAEX, no info on holdings at site, has Nordex, Solartron, for US persons only, prospectus at site.
    • Henderson Global Care Income Fund-
    • Henderson-Global Care Growth Fund, Industries of the Future Fund, Global Care Managed Fund
    • Henderson Industries of the Future Fund-
    • Her Merlin AG- Germany, WKN 604260 on Xetra, venture capital company that invests in new & pre-IPO companies. tough to find on the internet lately (2007)
    • IMPAX Environmental Markets Fund-IEM on PLUS -London, investment trust with a global water, waste, new energy focus. on FTSE All-Share Index
    • IMPAX Environmental Markets plc-IEM on AIM -London, investment funds with global water, waste, new energy focus.
    • IMPAX Group plc-IPX on AIM, investment services to funds specializing in environmental markets such as Alternative Energy, Impax Solar Investments Ltd., water, waste, The Recycling Fund (GP) Ltd.
    • Industrial Social Responsibility Fund, by Industrial Fund Management Co Ltd., China, focus on listed co's with good SRI records.
    • Investeco-invest at site, for accredited investors only, Canada.
    • Japan, eco-funds available from Nikko Securities, Yasuda Fire and Marine Insurance Co, Dai-ichi Mutual Life Insurance Co, UBS-Sumitomo. since 1999.
    • Jupiter Asset Management Ltd.- JGG on PLUS -London, Jupiter Global Green Investment Trust-ended May 2006, new version is close-similarly named Jupiter Green Investment Trust- has 70% global investments, 30% US funds. First fund to use positive screening vs negative or best-in-class screening. (this due to the increasing number of environmental sector companies now on stock markets) also has a Jupiter Ecology Fund (+73% in 5 years)..
    • Jupiter Green Investment Trust-ticker on London, by Jupiter Investment Management and Winslow Management Company.
    • *1,*2, -KD Fonds Oko-Invest, -Europe, WKN 971682, mixed environmental, 26/10/2003 changed name to (see) Oko-Aktienfonds.
    • Korea. Green equity funds story in JoongAng Daily paper of May 4, 2010, includes list of Top 5 which includes Truston Genghis Khan MKF Green Growth Securities A Class, Mirae Asset Maps Green Index Securities Investment Trust A, ING Green Focus Securities Investment Trust 1Class C, Hyundai Green Investment Trust 1A, NH-CA Korea Green Growth Securities Investment Trust Class Ci.
    • Lacuna EcoTech New Energy, -Europe, WKN 798069, Fuellcell, renewables.
    • Living Planet Funds-from WWF-World Wildlife Fund. only in France, Germany, Luxemberg, Switzerland.
    • *1,*2, Mercury Selected Trust New Energy Fund, -Europe, WKN 630940, fuelcell, renewables.
    • *2, Merido GreenBalance- Europe, ISIN LU0117185156, WKN 564968, DAB Advisor/Funds SICAV, wind,solar,general.
    • Merrill Lynch New Energy Technology plc-MNE on LON, Clipper, Vestas, Medis Tech, Suzlon, Itron, Gamesa, SolarWorld, Intermagnetics, REpower, ADM(?-bio/GM?) as top 10.
    • MLIIF New Energy Fund AZ EUR, Merrill Lynch International Investment Funds, WKN AOBL87 / LU0171289902 has Q-Cells, SolarWorld, Suntech, Suzlon, Clipper, in top 6.
    • Murphy + Spitz Umwelt Consult- Bonn, Germany, "Umweltaktiendepot Welt".
    • New Alternatives Fund-NALFX on NASDAQ, investing in Alternative Energy and Environment since 1982. go to site for prospectus and application.
    • New Energy Fund LP-specialized hedge fund that only buys sustainable energy companies. started in 2003 by Mark Townsend Cox.
    • New Value AG-NEWN on SWX, private equity co that invests in unquoted companies in Switzerland and Germany.
    • OEKO-INVEST- AUSTRIA
    • *1, *2, Oko-Aktienfonds- Europe, ISIN LU0037079380, WKN 971682, IP Concept Fund Management SA.
    • OkoRenta AG- New Energy Fonds- WKN 581365, and Okovision Fonds by OkoWorld Lux SA- WKN 974968, LU0061928585 >.
    • Panda Finanz Service GmbH- two funds in support of WWF, Panda Renditefonds DWS.
    • PartnerBank AG- Austria, "Oko Korb", mixed enevironmental.
    • Pax World Fund Inc.- USA, includes: Pax World Global Green Inst – PGINX, Pax World Global Green Individual Inv – PGRNX, Pax Clean Energy Inc – PXCE on Pink sheets, also The Pax World Global Environmental Markets Fund
    • *2, Pictet Funds Water P Cap, -Europe, ISIN LU0104884860, WKN 933349, Pictet Funds, water.
    • Powershares WilderHill Clean Energy ETF-PBW on NASDAQ, Exchange Traded Fund, based on see WilderHill Clean Energy Index.
    • SAM Smart Energy, -Europe, WKN 657330, renewables.
    • SAM Smart Growth Fund.
    • *2, SAM Sustainabe Water Fund B- Europe, ISIN LU0133061175, WKN 763763, Julius Baer, water.
    • *2, SAM Sustainability Pionier Fonds, -Europe, WKN 926177, organic, mix.
    • *1,*2, Sarasin New Energy Fund, -Europe, WKN 581365, /LU0121747215, renewables, 3 solar co's in top 6- Q-Cells, SolarWorld, Conergy.
    • SCBAM- SCB Asset Management, Thailand. Siam Cmmercial Bank, to introduce foreign investment fund in alternative energy business in 2008.
    • *1,*2,*4, SEB Invest Okolux, -Europe, WKN 971898, LU0036592839, environmental mix.
    • Securvita-GreenEffects fund, based on NAI Index- the world's first eco index since 1997, +400% since 1997.
    • Sentry Select Alternative Energy Fund 2001- CANADA, fund code NCE 712, November 2000 inception/March 2002 close.
    • Shelton Green Alpha Fund-NEXTX, by Shelton Capital Management, USA only, positive filters, see-March 20, 2013 press release
    • Sierra Club Green Alpha Portfolio-December 2010
    • SK Invest Green Sp-KRS 0000321366, Poland, SK Invest Green Sp z o o
    • *1, SLGP Ecological Portfolio, -Europe, WKN 972201, environmental mix.
    • *2, Spangler NewEnergy Trust, -Europe, WKN 693796, 50/50 renewables ond oil&gas.
    • Triax Capital- Canada, introducing E2 Venture Fund, a LSIF. Jan.02.02 start. holdings not yet determined but aimed at renewables and fuel cells.
    • Trillium Asset Management-Affiliate of (see on Banks page) Wainwright Bank, SRI for 20 years.
    • Triodos Bank- Netherlands, Belgium, UK., TMWAB.NE, TMWOC.NE, MWMXF.NE, these are Triodos Groenfonds listed on Amsterdam (organic farming and windenergy), Added Value Investment Fund listed on Amsterdam (ethical-environment and social), in the UK- The Wind Fund, others.
    • Triodos-Sustainabe Pioneer Fund.
    • The Scottish Widow Environmental Investor Fund- formerly Lloyds TSB Environmental Investment Fund. known to pay a panel of environmentalists to approve stock picks.
    • *3, UBS Lux Equity Fund Future Energy, -Europe, WKN 676908, Fuellcell, mix.
    • Umweltfonds- Germany
    • *2, Unisector:Nature Tech, -Europe, WKN 602094, mix.
    • *2, Vontobel Fund- Global Trend New PowerTech A1- Europe, ISIN LU0138258404, WKN 794739, Vontobel Fund Management SA, fuel cell focus.
    • Winslow Funds- USA, Winslow Green Growth Fund, symbol WGGFX, SunPower, Pacific Ethanol, GE, WFI, Interface. see report at Kiplinger.com. Also Winslow Green Century Balanced Fund.
    • Virid Capital Management-Virid Eco Fund LP, long/short portfolio of global publicly-traded stocks in RE, water, infrastructure.
    • American Business Act on Climate Pledge- 12 blue chip stocks/companies that could make up an ABACP mutual fund – AA - Alcoa, AAPL - Apple, BAC - Bank of America, MWPSL - Berkshire Hathaway Energy, KO - Coca-Cola, GM – General Motors, GS – Goldman Sachs, MSFT - Microsoft, PEP - Pepsico, UPS - UPS, WMT - Walmart

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