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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 December 2024

Fund
Since Inception
5y
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis Clean Energy Income Fund
32.58%
-2.87%
-24.52%
-14.83%
-11.98%
-4.90%
-14.83%
11.79%
6.99%
MSCI World Infrastructure
49.25%
29.19%
24.09%
18.56%
1.97%
-4.95%
18.56%
14.39%
3.66%
S&P Global Clean Energy
53.71%
11.65%
-38.73%
-24.25%
-16.36%
5.33%
-24.25%
25.87%
2.01%
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 December 2024
Holdings
Weighting
Greencoat UK Wind PLC
8.1%
Renewables Infrastructure Group Ltd
7.7%
Clearway Energy Inc
7.2%
Hannon Armstrong Sustainable Infrastructure Capital Inc
5.4%
Brookfield Renewable Corp
5.3%
Greencoat Renewables PLC
4.8%
Meridian Energy Ltd
4.6%
Foresight Environmental Infrastructure
4.1%
Innergex Renewable Energy Inc
3.9%
Nextera Energy Partners LP
3.9%

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