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 28 February 2023
3m
6m
1y
3y
Year to date
Since Launch
VT Gravis Clean Energy
-3.93%
-12.29%
2.88%
28.45%
-1.64%
77.11%
MSCI World Infrastructure
-3.78%
-6.67%
4.89%
11.57%
-1.76%
26.74%
S&P Global Clean Energy
-7.52%
-16.00%
4.90%
72.37%
-2.55%
160.42%
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 28 February 2023
Holdings
Weighting
Greencoat UK Wind PLC
7.1%
Renewables Infrastructure Group Ltd
6.3%
Atlantica Sustainable Infrastructure PLC
5.9%
Hannon Armstrong Sustainable Infrastructure Capital Inc
5.0%
Nextera Energy Partners LP
4.9%
Meridian Energy Ltd
4.7%
Clearway Energy Inc
4.6%
Greencoat Renewables PLC
3.8%
Brookfield Renewable Corp
3.7%
Innergex Renewable Energy Inc
3.4%

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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