Altshuler Shaham (4D) the Green Fund, a mutual fund established by Altshuler Shaham group in February 2005 is a theme – based global equity fund. It is first mutual fund in Israel that has chosen to achieve return through investments in leading edge companies around the world that are providing innovating solutions to global environmental challenges .

Our Philosophy

Our investment universe reflects the historical shift we are about to see in the world, from a polluting economy to a sustainable renewable one. Huge investment opportunities are arising from the need to stabilize the climate, halt GHG`s and comply with future requirements of the post Kyoto agreement. The new public concern over the widespread use of chemicals that remain in the environment for many years and accumulate in wildlife and humans is the breeding ground for new responsible industries and leaders which will offer natural biodegradable alternative to the current use of synthetic persistent compounds. 

The ecological overdraft resulting from the wasteful consumption of natural resources such as: water, forests and fertile land encourage us to invest in companies which represent responsible and efficient patterns of use. It is our responsibility to take into account the future scenario and direct our investment attention to the crucial need to address the environmental crisis.
 By investing in super efficient solar panels, smart grids, energy storage solutions, intelligent sensors, new promising enzymes and advanced water purification systems we are identifying the key players in the economy of the future and are nourishing the most important revolution of our time.

Altshuler Shaham views investing in ecologically responsible companies as both a social necessity and as an excellent business opportunity, enabling investors to jump onboard what will be the foremost industries of the future.

Global Diversification

Companies which enter our portfolio are subjected to rigorous financial and valuation analysis. We monitor all companies in our sustainable universe on an ongoing basis. By identifying industry specific sustainability challenges we direct our investment to companies in growth industries that will benefit enormously from the global green shift. We invest primarily in medium and large sized companies with potential for superior growth. Our aim is to identify the leaders within each sector and invest upstream and downstream the value (or the supply chain)

4D = The fund`s exposure, in absolute terms shall not exceed 120% to shares and 120% to foreign  currency. This document should not be seen as an offer to purchase fund units. Purchasing fund units is in accordance with the valid prospectus of the fund on the  date of purchase and immediate reports.