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VT Gravis Clean Energy Income

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Past performance is not necessarily a guide to future performance, the value of your investment may go down as well as up. VT Gravis Clean Energy Income Fund performance is illustrated by the C GBP Net Accumulation share class. Gravis Advisory Ltd is an appointed representative of Valu-Trac Investment Management Limited, which is authorised and regulated by the Financial Conduct Authority.

Key stats

Cumulative performance to 31 March 2024

Fund
Since Inception
5y
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis Clean Energy Income Fund
35.37%
19.31%
-18.96%
-22.92%
-13.04%
-0.56%
-13.04%
11.85%
6.62%
MSCI World Infrastructure
31.23%
23.84%
14.31%
2.14%
4.25%
4.53%
4.25%
14.79%
4.42%
S&P Global Clean Energy
83.20%
60.54%
-33.47%
-29.74%
-9.71%
0.52%
-9.71%
26.67%
1.34%
The Fund launched on 18th December 2017. Past performance is not necessarily a guide to future performance. Clean performance is illustrated by the C GBP Net Accumulation share class.

Portfolio analysis

Top 10 Holdings

As at 31 March 2024
Holdings
Weighting
Greencoat UK Wind PLC
8.8%
Renewables Infrastructure Group Ltd
7.8%
Hannon Armstrong Sustainable Infrastructure Capital Inc
5.9%
Atlantica Sustainable Infrastructure PLC
5.8%
Clearway Energy Inc
5.8%
Nextera Energy Partners LP
4.9%
Greencoat Renewables PLC
4.8%
Meridian Energy Ltd
4.6%
Brookfield Renewable Corp
4.2%
John Laing Environmental Assets Group Ltd
4.0%

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Contact us

  • General enquiries

    Valu-Trac Investment Management Limited
    Orton
    Moray
    IV32 7QE

    Telephone: +44 (0)1343 880217

    Email: [email protected]

  • Investment Adviser

    William Argent

    Telephone: +44 (0)20 3405 8552

    Email: [email protected]

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