Disclaimer
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
who holds an Australian Financial Services License
who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993that is a body registered under the Financial Corporations Act 1974.
that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.that is a listed entity or a related body corporate of a listed entity
that is an exempt public authority
that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
Thematic Investing
Smart Materials
Growing populations and expanding industries are consuming more finite resources, generating more waste, and increasing emissions. Meanwhile, trade tensions and labor scarcity are driving factory reshoring, robotics, and automation trends. The Smart Materials strategy helps industries overcome these challenges so they can enhance output with less input and pollution.
USD billion, the market size of minerals needed for the energy transition (in 2023)
million, expected shortage of manufacturing workers by 2025
USD billion, expected spending on semiconductor equipment in 2027
Why invest in smart materials?
Innovative materials involve specialized engineering to create new and better materials that reduce resource strain, energy use, and emissions. Beyond materials, smart manufacturing applies digital solutions to support high-tech developments that enhance manufacturing efficiency, reduce waste and improve product quality.
The strategy
The Smart Materials strategy invests in companies creating the building blocks that enable other emission-intensive sectors to become cleaner and leaner. These include lithium, batteries, and other energy-storage solutions needed to transition energy and transportation markets.
Similarly, it’s investing in suppliers of innovative building materials that enhance insulation and overall energy efficiency as well as industrial gases that lighten the environmental footprint across many hard-to-abate manufacturing processes. The strategy also invests in biobased materials that help reduce the consumption of traditional feedstock, lower industrial emissions, and create less environmental pollution when disposed. For the same reason, end-of-life recycling of materials is also a critical investment channel.
In addition, the Smart Materials strategy invests in CAD- and PLM-simulation software, robotics, and automation technologies to optimize product design, increase productivity and reduce waste and disruption along the entire manufacturing value chain.
