Start Investing in Renewable Energy
and Clean Technologies with your
Self Managed Super Fund (SMSF)
Did you know you can invest your Self Managed Super Fund (SMSF) in clean energy and cleantech with Bloom?
When it comes to managing an SMSF, diversification and sustainable returns are key. Unfortunately, investing in clean energy projects and cleantech is complex, time-consuming, and often requires wholesale or sophisticated investors (i.e being able to invest large minimum investments or certifying having 2.5m in net wealth). Bloom is an ethical investment fund focused on helping all SMSF owners to invest and benefit from the wealth and opportunities created by the clean energy transition.
The freedom to diversify your SMSF into Cleantech listed and unlisted assets, starting from just $5,000 as a minimum investment
Our multi-asset investment strategy gives access to a wide range of listed and unlisted green infrastructure, alternatives, and equities in one simple fund, starting from $5,000 for SMSF. Bloom exposes you to unlisted assets such as green bonds and clean energy projects and the flexibility to withdraw and liquidate from the retail fund at any point.
Give your portfolio exposure to robust ESG and impact research
Researching cleantech investments is complex and time-consuming. When investing with Bloom, your SMSF benefits from our extensive research and climate impact expertise. The Bloom Climate Impact Fund gives you exposure to a wide range of climate solutions defined scientifically by Project Drawdown and ClimateWorks, so you can be assured you're investing in impactful solutions such as solar energy, electric vehicles, waste management and recycling to accelerate our transition to a Net-0 economy.
An experienced team, supported by Melbourne Securities Trustees
Each holding is rigorously assessed for its ESG credentials by our experienced Investment Committee to ensure it contributes to a better climate future and avoids environmental, social and governance risks.
The Bloom Climate Impact fund is a registered managed investment scheme with ASIC (ARSN: 656 971 881); units in the fund are issued by Melbourne Securities Corporation Limited (ACN 160 326 545, AFSL 428289) as the responsible entity of the Fund.
WHEN YOU JOIN BLOOM YOU'LL BENEFIT FROM
A curated investment portfolio based on scientifically proven climate solutions.
A simple mobile app to track your investments.
A range of listed securities and unlisted investment funds and products.
Community events where you can learn more about investing to combat climate change.
Easily invest and withdraw at any time.
Access to unlisted clean energy infrastructure and green bonds.
DELIVERING ON PERFORMANCE & IMPACT
The Bloom Impact Fund is a multi-asset, diversified growth portfolio aiming to deliver on performance AND impact. See how our fund works to make an impact for you and the planet.
Asset class | Benchmark | Strategic Asset Allocation |
|---|---|---|
Australian equities | S&P/ASX 300 Total Return Index | 14% [9 – 19%] |
International equities | MSCI World ex-Australia Total Return
Index in AUD (Unhedged) | 54% [49 – 59%] |
Infrastructure | MSCI Australia Infrastructure Index | 5% [0 – 10%] |
Alternative | 25% MSCI World ex-Australia Total Return Index in AUD (hedged) + 25% MSCI World ex-Australia Total Return Index in AUD (Unhedged) + 50% Bloomberg Global Aggregate TR Hedged AUD | 7% [0 – 12%] |
Fixed Income | Bloomberg Ausbond Composite 0+ Years Total Returns Index | 18% [10 – 25%] |
Cash or cash equivalent | Bloomberg Ausbond Bank Bill Index | 2% [0 – 10%] |
OUR INVESTMENT FOCUS AREAS
Electricity
This impact category focuses on promoting our transition to renewable energy sources like solar power, wind power, hydropower and more.
Some companies in our fund that target this solution
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Mercury
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Meridian
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Lam Research Group
The Impact
Meridian Energy launched a program in 2021 to support the reduction of emissions from industrial boilers powered by fossil fuels. The program aims to remove over 100,000 tonnes of co2 from the air.
Food, Agriculture and Land Use
This impact category focuses on improving food security, agricultural practices, protecting existing ecosystems and reducing waste
Some companies in our fund that target this solution
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Costa group holdings
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Kilter Rural Fund
The Impact
Oatly aims to shift to 100% sustainable ground transport for its products and materials by 2029. They have already seen an 87% reduction in CO2 emissions by utilising a mostly electric fleet of vehicles in Europe.
Industry
This impact category focuses on improving industrial processes like manufacturing and production and moving towards circular business practices.
Some companies in our fund that target this solution
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Sims Limited
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Cleanaway
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Cisco Systems
The Impact
Saint Gobain founded WOOL2LOOP, a cement alternative made from waste and produces 80% less CO2 than traditional cement.
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Transport
This impact category focuses on reducing our reliance on fossil-fuel transport and minimising emissions associated with the infrastructure and operations of transportation.This includes electric vehicles, battery technologies, public transport…
Some companies in our fund that target this solution
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Tesla
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Nio
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Vulcan Energy
The Impact
In 2021 the global fleet of Tesla vehicles, energy storage and solar panels enabled their customers to avoid emitting 8.4 million metric tonnes of CO2e into the atmosphere.
Buildings
This impact category focuses on creating more energy-efficient buildings, primarily by improving heating and cooling and shifting to renewable energy sources.
Some companies in our fund that target this solution
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3E Group
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Mirvac
The Impact
In 2020 through the use of Automation, Energy Management and maintenance, Azbil were able to help their customers save 2.94 million metric tons of CO2 from reaching our atmosphere.
GETTING STARTED WITH BLOOM
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Create your Bloom Account
Get setup within 5 minutes on our app. Note you’ll need a certified copy of your trust deed and bank details for the trust on hand.
Send us the required documents by email.
This includes a copy of your trust deed.
Track Investments and Impact
See your returns and follow your impact all within the app.