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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 January 2024

Fund
Since Inception
5y
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis Clean Energy Income Fund
43.67%
35.55%
-18.31%
-20.51%
6.96%
-7.71%
-7.71%
11.82%
6.02%
MSCI World Infrastructure
25.80%
24.75%
13.71%
-3.44%
4.53%
-0.07%
-0.07%
14.90%
4.33%
S&P Global Clean Energy
81.50%
65.01%
-47.06%
-33.51%
3.53%
-10.55%
-10.55%
26.79%
1.33%
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 January 2024
Holdings
Weighting
Greencoat UK Wind PLC
8.7%
Renewables Infrastructure Group Ltd
7.9%
Clearway Energy Inc
5.8%
Atlantica Sustainable Infrastructure PLC
5.7%
Hannon Armstrong Sustainable Infrastructure Capital Inc
4.9%
Greencoat Renewables PLC
4.5%
Brookfield Renewable Corp
4.5%
Nextera Energy Partners LP
4.5%
Meridian Energy Ltd
4.5%
John Laing Environmental Assets Group Ltd
4.0%

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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