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MCCLMunro / GSFM · Equity - Global Strategy · Equity · Global · Active · ESG

Munro Climate Change Leaders Fund Active ETF

Fee p.a.
0.90%
ASX report
Fund size
A$241m
12m flow A$128m
Yield
17.7%
1 payments / yr
Volatility 3y
28.8%
annualised
Max DD 3y
−25.2%
all-time −25.2%
Listed
2022
21 Jan 2022 · spread 0.27%

Growth of $10,000

Since listing, distributions reinvested
$5k$10k$15k$20k$25k$30k$35k20222023202420252026
$10,000 at listing$24,198 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−4.4%
−9.8%
3 months
−10.9%
6 months
3.9%
Year to date
11.4%
1 year
21.4%
16.3%
3 years p.a.
30.7%
32.3%
5 years p.a.
10 years p.a.
Since listing p.a.
20.3%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.93Vol 1y 28.5%Vol 5y 25.4%Max DD 1y −25.2%Max DD 5y −25.2%Best year 65.9%100% positive years

Calendar-year returns

2023
14.6%
2024
65.9%
2025
22.8%
2026
11.4%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Munro Concentrated Global Growth Active ETF
0.70%
0.87
Munro Global Growth Fund Complex ETF
1.35%
0.70
Loftus Peak Global Disruption Active ETF
1.20%
0.67
Alphinity Global Equity Fund - Active ETF
0.75%
0.60
Janus Henderson Global Sustainable Active ETF
0.80%
0.54
Ellerston Asia Growth Fund Complex ETF
0.75%
0.52
Hyperion Global Growth Companies Fund - Active ETF
0.70%
0.52
Betashares NASDAQ 100 ETF
0.48%
0.50
iShares Core MSCI World ex Australia ESG ETF
0.09%
0.50
iShares Edge MSCI World Multifactor ETF
0.35%
0.49
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