Surmount · investment strategy
by Quantbase · via Surmount
Invests in 11 leading companies driving the shift to a greener economy — from renewable energy to electric transportation and resource management. Rebalanced monthly, this strategy targets long-term growth through sustainable innovation.
Description from Surmount
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“Invests in 11 leading companies driving the shift to a greener economy”
“Rebalanced monthly”
12 positions as of 2026-10-20
by the source.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.43 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.30 (90%: 1.02 to 1.67)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
0.0% of weight in (IVV: 3.0%) · stated: less fossil fuel
No funds · not identified: VWDRY 10%, DNNGY 10%, IBDRY 8%
Its stated rules promise less (or more) fossil-fuel exposure, and the holdings deliver it versus IVV. : 72% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 40% · 2026-10-20
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
1 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Invests in 11 leading companies driving the shift to a greener economy — from renewable energy to electric transportation and resource management. Rebalanced monthly, this strategy targets long-term growth through sustainable innovation.
Invests in companies focused on sustainable solutions
Invests in 11 leading companies driving the shift to a greener economy — from renewable energy to electric transportation and resource management. Rebalanced monthly, this strategy targets long-term growth through sustainable innovation.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Energy: 35.8% · Utilities: 36.0% · Industrials: 10.0% · Basic Materials: 6.0% · Consumer Cyclical: 12.1% | 2026-10-20 |
| Investors following (Surmount) | 160 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 1.06% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 6.85% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -5.41% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | -6.88% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 5.41% |
| Maximum drawdown (Surmount tracking) (model tracking) | -45.95% |
| Risk score (Surmount) | 3.41 | 2026-10-20 |
