Sustainable Future

by
Leo Wealth
A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution.

Strategy Description

The world of tomorrow is not going to look like the world of today:

  • The US, Europe and China have all committed to carbon neutrality by 2050 and 2060
  • Quality food will give way to responsible food, cheap goods to sustainable goods
  • Everything is going to be digital and software/semiconductors will be everywhere

These trends will be the dominant themes during the 2020s and beyond

Investing in these trends requires a dedicated approach – adding one stock to a core portfolio won’t have a big enough impact and buying the sector outright ignores the often ridiculous valuations of companies in these categories

The Sustainable Future portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally. 

Portfolio Performance

20222023YTD
Portfolio (%)-27.91-1.630.39
Annualized ReturnStandard DeviationDividend Yield
Portfolio-6.41%16.26%2.6%

Allocation Breakdown

Asset Class


Equity99.54%
Fixed Income0
Commodities0
Cash0.46%

Geo


North America49.16%
Greater Europe40.57%
Asia6.99%
Central/Latin America0

Sector


Financials
Industrials9.35%
Consumer Discretionary2.4%
Real Estate
Consumer Staples 8.77%
Materials 12.38%
Healthcare30.59%
Utilites14.04%
Technology19.66%
Energy
Communications2.35%

Top Holdings

Asset ClassWeight (%)
1. NetApp Inc4.11%
2. Intuitive Surgical Inc3.72%
3. DS Smith PLC3.59%
4. Edwards Lifesciences Corp3.56%
5. Hubbell Inc3.55%
6. Graphic Packaging Holding Co3.46%
7. Regeneron Pharmaceuticals Inc3.32%
8. BioGaia AB3.31%
9. AbbVie Inc3.15%
10. Novonesis (Novozymes) B3.11%

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We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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