Nomura Climate Solutions Fund outperforms with strong energy and sustainability sector picks in Q1 2026

Nomura Climate Solutions Fund Institutional Class shares significantly outperformed the MSCI ACWI benchmark in Q1 2026, driven by strategic sector allocations in energy, utilities, materials, and industrials. Key contributors included Darling Ingredients Inc., benefiting from its renewable diesel capacity amid fuel supply disruptions, and CF Industries Holdings Inc., which leveraged lower domestic natural gas costs against rising European prices. Tesla's solar manufacturing expansion and Kingspan Group's new green building campus in Ukraine highlight ongoing momentum in sustainable development sectors. This performance underscores the fund's effective positioning in climate-focused investments amid global market shifts.