Kakariki Carbon Fund 1.0

KKR3924AU

Kakariki Carbon Fund 1.0 KKR3924AU Strategy

We look to identify assets that are fundamentally undervalued due to the complex nature of the carbon market. We predominantly look to hold assets where we see significant price upside due to supply demand dynamics in the market. A portion of the portfolio is also allocated towards arbitrage and relative value opportunities, taking advantage of dislocations between standardised instruments in the market and their underlying components. While value is our major driver, investing behind our values is our passion.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

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Listed Investment Companies monthly performance: November 2024

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Listed Investment Companies monthly performance: October 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

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