Overview

Description

The Calvert Global Energy Research Index ("Index") is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources. The Index universe consists of companies that satisfy minimum market capitalization and liquidity thresholds and are significantly involved in business activities in the sustainable energy solutions sector that are consistent with the Calvert Principles for Responsible Investment. The Index is reconstituted annually in June and rebalanced quarterly.
 

Historical Returns (%) as of Jun 30, 2018

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALNRG
Total Return Ticker Symbol CALNRGNT

Top 10 Constituents (%)2,3 as of Jun 30, 2018

Enel SpA
Siemens AG
Tesla Inc
Umicore SA
Infineon Technologies AG
ANDRITZ AG
First Solar Inc
Schneider Electric SE
Samsung SDI Co Ltd
Brookfield Renewable Partners LP
Total 8.64

Performance

Historical Returns (%) as of Jun 30, 2018

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Calvert Global Energy Research Index 30.98
MSCI All Country World Index1 -42.19 34.63 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97

Portfolio

Index Statistics as of Jun 30, 2018

Median Market Cap $7.4B
Average Market Cap $33.5B
Price/Earnings Ratio 13.75
Price/Book Ratio 1.84
Number of Constituents 157

Sector Breakdown (%)3 as of Jun 30, 2018

 

Index Constituents (%)4 as of Jun 30, 2018

Holding % of Index
Enel SpA 0.97%
Siemens AG 0.90%
Tesla Inc 0.90%
Umicore SA 0.89%
Infineon Technologies AG 0.87%
ANDRITZ AG 0.83%
First Solar Inc 0.83%
Schneider Electric SE 0.82%
Samsung SDI Co Ltd 0.81%
Brookfield Renewable Partners LP 0.81%
View All

Literature

Literature

Calvert Principles for Responsible Investment

Download

Index Rules and Methodology

Download - Last updated: Jun 15, 2018