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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 authorised and regulated by the Financial Conduct Authority.

Key stats

Cumulative performance to 31 October 2024

Fund
Since Inception
5y
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis Clean Energy Income Fund
42.70%
10.44%
-19.73%
6.23%
-3.54%
-5.27%
-8.33%
11.80%
6.49%
MSCI World Infrastructure
50.57%
30.09%
29.28%
25.12%
7.73%
2.87%
19.61%
14.44%
3.78%
S&P Global Clean Energy
69.54%
33.07%
-42.18%
-3.29%
-7.56%
-7.75%
-16.44%
26.01%
1.83%
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 October 2024
Holdings
Weighting
Renewables Infrastructure Group Ltd
7.8%
Greencoat UK Wind PLC
7.8%
Clearway Energy Inc
6.9%
Hannon Armstrong Sustainable Infrastructure Capital Inc
6.1%
Atlantica Sustainable Infrastructure PLC
6.0%
Brookfield Renewable Corp
5.1%
Greencoat Renewables PLC
4.9%
John Laing Environmental Assets Group Ltd
4.3%
Meridian Energy Ltd
4.1%
Innergex Renewable Energy Inc
3.9%

Contact us

  • General enquiries

    Gravis Advisory Ltd
    24 Savile Row
    London
    W1S 2ES

    Telephone: +44 (0)20 3405 8550

    Email: [email protected]

  • Fund Manager

    William Argent

    Telephone: +44 (0)20 3405 8552

    Email: [email protected]

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