Price

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

Cumlative performance to 30 August 2022
3m
6m
1y
3y
Year to date
Since Launch
VT Gravis Clean Energy
8.34%
17.29
16.16%
58.05%
14.95%
101.92%
MSCI World Infrastructure
0.89%
12.38%
14.27%
14.89%
12.90%
35.80%
S&P Global Clean Energy
21.78%
24.88%
15.02%
124.05%
23.58%
210.03%
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 30 August 2022
Holdings
Weighting
Atlantica Sustainable Infrastructure PLC
6.1%
Greencoat UK Wind PLC
6.0%
Clearway Energy Inc
5.4%
Renewables Infrastructure Group Ltd
4.8%
TransAlta Renewables Inc
4.0%
Innergex Renewable Energy Inc
3.9%
Greencoat Renewables PLC
3.9%
Hannon Armstrong Sustainable Infrastructure Capital Inc
3.9%
Brookfield Renewable Corp
3.5%
Meridian Energy Ltd
3.5%

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]

Newsletter

Subscribe to Gravis fund updates

Select the funds you’d like to stay up to date with.

We only send emails when we have something to say. We'll never share your information. By submitting, you agree to Sparkpost's Privacy Policy and Terms. You can unsubscribe at any time.