Rewriting the decarbonisation rulebook

PGIM Jennison Carbon Solutions Equity Fund

A MULTI-DECADE, MULTI-TRILLION OPPORTUNITY

As public sentiment, government regulations and technology advance the transition to a lower-carbon economy, decarbonisation will ultimately be a decades-long, society-shaping undertaking. Appreciating the magnitude of the related investment opportunity requires a focus that goes far beyond ‘green’ solutions alone. A comprehensive approach that recognises the myriad changes required at all levels of global commerce expands the opportunity set dramatically around what is conservatively estimated to be a $2.5 trillion movement.*

 

PILLARS OF DISRUPTIVE CHANGE AND GROWTH

From rethinking basic materials to cutting-edge technology, ongoing carbon reduction efforts are poised to upend industries and inspire motivation on a level that remains largely underappreciated. Explore the areas we believe are best positioned to benefit from central roles in the new decarbonisation economy. 

A HOLISTIC ALPHA-BASED CARBON SOLUTIONS APPROACH

The PGIM JENNISON CARBON SOLUTIONS EQUITY FUND takes a differentiated, comprehensive alpha-based approach to decarbonisation with a concentrated portfolio of 45-65 companies. With a global all-cap multi-sector universe, the fund seeks to invest across a broad range of companies, particularly where the contribution to decarbonisation and likely future growth are being underestimated. Key reasons to invest in the fund include:

FEATURED FUND

APPLYING A GENERATION'S WORTH OF INVESTMENT EXCELLENCE

Founded more than 50 years ago, Jennison Associates, PGIM’s fundamental equity manager, maintains a performance-driven culture marked by exhaustive research, collaboration and a time-tested investment approach emphasising the power of individual-company fundamentals. Jennison manages $193 billion in AUM, roughly $5 billion of which across utilities, natural resources, and infrastructure assets.

*Source for $2.5 trillion decarbonization economy: Princeton Net Zero America Report, December 2020
 

French Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, this Fund presents disproportionate communication on the consideration of non-financial criteria in its investment policy.

Sources of data (unless otherwise noted) are as of 31/03/2025.


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