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T8 Energy Vision

Fund overview

• Global growth equities fund focused on opportunities in future-facing energy.
• Incorporates deep in-house research, active portfolio management, and direct company engagement.
• Target returns of greater than 20%pa over a 3-5-year investment horizon.

Investment thesis

• Global energy demand growth is accelerating – especially in advanced economies. In 2024, electricity demand grew at roughly double the 10-year average.
• Electricity is booming, driven by data centres (a secular growth trend) and the electrification of road transport (a structural shift).
• The companies best positioned to benefit from this boom are those in the energy generation, grid infrastructure, energy storage and electrification sectors (as well as their supply chains).

Investment process

• Our process is built on fully independent research, overseen by our Advisory Board which also provides deep industry insights.
• T8 believes that positive environmental and social benefits can be achieved without sacrificing investment returns.

Performance (A$, return since inception – last 12 months)

29.5% year-to-date, as of

Past performance is not an indication of future returns.

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