Climate Plan

Tracks a Paris-Aligned Index excluding fossil fuel producers, weighted towards lower carbon emissions.
Could be suitable for

Anyone wanting to invest in a fund that reduces exposure to carbon-intensive companies and excludes fossil fuel producers.

Annual fee
0.75%
Risk level
Higher
This fee is halved on the portion of your savings over £100,000.
Investment video
Find out more about how this fund invests

Top holdings

These are the companies your pension has the largest holdings in. Holdings change monthly.

  • NVIDIA CORP6.5%
  • APPLE INC5%
  • MICROSOFT CORP4%
  • AMAZON.COM INC2.6%
  • ALPHABET INC2.3%
  • TAIWAN SEMICONDUCTOR MANUFACTU1.9%
  • BROADCOM INC1.8%
  • TESLA INC1.6%
  • ALPHABET INC-CL A1.5%
  • JPMORGAN CHASE & CO1.3%

Fund allocation

This shows how your investment is divided among different global regions and asset classes. The main asset types are fixed income (e.g. bonds), equities (company shares) and cash.

Stocks100%
United States66%
Canada4%
Switzerland3%
Japan3%
Taiwan3%
Australia2%
France2%
United Kingdom2%
Hong Kong SAR China2%
South Korea2%
Brazil1%
China1%
Germany1%
Denmark1%
Spain1%
India1%
Italy1%
Netherlands1%
Saudi Arabia1%
Sweden1%
Singapore1%

Fee

With PensionBee you pay just one annual fee, taken from your pension pot.

Fee Calculator

Annual fee

0.75%

This rate applies to pots up to £100,000.

Your annual fee is halved on the portion of your pot over £100,000.

More details

ISIN

GB00BGGK1F77
This code represents your fund, and is unique to just the Climate Plan.

Climate Plan factsheet

We've simplified each plan's risk rating on this page to a higher/medium/lower scale to aid comparison. Plan factsheets may use a different scale, representing the money manager's own methodology.

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About our FE fundinfo data

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The Climate Plan - invest in line with the Paris Agreement

Find out how you can use your pension to invest in environmentally friendly businesses at the forefront of the transition to a low carbon economy.
When investing, your capital is at risk
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