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  5. Arnott Opportunities Carbon - Managed fund profile

Arnott Opportunities Carbon - Managed Fund

Fund Objective
The Arnott Opportunities Carbon Fund seeks to achieve positive annual returns for investors through the price appreciation of Verified Carbon Units that are standardised under the CBL Nature-Based Global Emissions Offset contract.
Fund Strategy
The Fund has been established to generate returns from the price movements of Verified Carbon Units, that have met the standards to be classified as a CBL Nature-Based Global Emissions Offset ('N-GEO'). These units have met both the Verified Carbon Standard's ('Verra') standard for Agriculture, Forestry, and Other Land Use and the Climate Community and Biodiversity Standard.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -28.15% -50.05% -80.79% -71.43% -% -% -%
Growth return -28.15% -28.15% -50.05% -80.79% -71.43% -% -% -%
Income return -% 0% 0% 0% 0% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.32% 0.99% 2.09% 4.33% 4.3% 3.77% 2.28% 2.01%
As at 30 Jun 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
24.52%
Australian Equities
4.28%
International Equities
7.52%
Cash
44.29%
Property
1.93%
Fixed Interest
17.45%

General Information

Fund Details
Type Description
Arnott Opportunities Carbon (Wholesale)
ANC2873AU
Miscellaneous
Not Rated
Investment Fund
10 Dec 2021
n/a
$0.0121 (as at 31 Dec 2024)
$0.0121 (as at 31 Dec 2024)
Open
Offer information
Type Description
MER 1.50% (as at 20 Feb 2024)
Minimum initial investment $100,000

FAQs about the Arnott Opportunities Carbon

The objective of the Arnott Opportunities Carbon managed fund is The Arnott Opportunities Carbon Fund seeks to achieve positive annual returns for investors through the price appreciation of Verified Carbon Units that are standardised under the CBL Nature-Based Global Emissions Offset contract.

The strategy of the Arnott Opportunities Carbon managed fund is The Fund has been established to generate returns from the price movements of Verified Carbon Units, that have met the standards to be classified as a CBL Nature-Based Global Emissions Offset ('N-GEO'). These units have met both the Verified Carbon Standard's ('Verra') standard for Agriculture, Forestry, and Other Land Use and the Climate Community and Biodiversity Standard.

The APIR code of the Arnott Opportunities Carbon managed fund is ANC2873AU.

Arnott Opportunities Carbon’s total return last month was -%. This was made up of a growth return of -28.15% and an income return of -%. These returns were calculated as at 30 Jun 2024.

Arnott Opportunities Carbon’s total return for the last three months was -28.15%. This was made up of a growth return of -28.15% and an income return of 0%%. These returns were calculated as at 30 Jun 2024.

Arnott Opportunities Carbon’s one-year total return is -80.79%. This was made up of a growth return of -80.79% and an income return of 0%. These returns were calculated as at 30 Jun 2024.

Arnott Opportunities Carbon’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

The asset allocation of the Arnott Opportunities Carbon managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Arnott Opportunities Carbon managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Arnott Opportunities Carbon managed fund was $ million.

The Arnott Opportunities Carbon managed fund has an inception date of 10 Dec 2021.

The current entry price of the Arnott Opportunities Carbon managed fund is $0.0121 per unit and the current exit price is $0.0121 per unit (as at 31 Dec 2024).

The current exit price of the Arnott Opportunities Carbon managed fund is $0.0121 per unit and the current entry price is $0.0121 per unit (as at 31 Dec 2024).

The minimum initial investment amount for the Arnott Opportunities Carbon managed fund is $100,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.