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 reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Dec 31, 2019

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 Sep 30, 2019

SolarEdge Technologies Inc 0.98
Enel SpA 0.97
Samsung SDI Co Ltd 0.95
Umicore SA 0.94
Infineon Technologies AG 0.94
Universal Display Corp 0.91
Delta Electronics Inc 0.90
Hitachi Chemical Co Ltd 0.90
Varta AG 0.85
Brookfield Renewable Partners LP 0.84
Total 9.18

Performance

Historical Returns (%) as of Dec 31, 2019

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 (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Calvert Global Energy Research Index 30.98 -19.55 35.78
MSCI ACWI Index1 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60

Portfolio

Index Statistics as of Sep 30, 2019

Median Market Cap $4.6B
Average Market Cap $24.7B
Price/Earnings Ratio 15.98
Price/Book Ratio 1.70
Number of Constituents 158

Sector Breakdown (%)3 as of Sep 30, 2019

 

Index Constituents (%)4 as of Jan 31, 2020

Holding % of Index
Tesla Inc 1.38%
Samsung SDI Co Ltd 1.12%
Infineon Technologies AG 1.06%
SolarEdge Technologies Inc 1.01%
Enel SpA 1.01%
Umicore SA 0.99%
Delta Electronics Inc 0.96%
Xinyi Solar Holdings Ltd 0.91%
EDP - Energias de Portugal SA 0.90%
Livent Corp 0.87%
View All

Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jan 23, 2020