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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.
  • 128.53p

    C Acc NAV on 07 Mar 2025

  • £235.58m

    Fund size on 07 Mar 2025

  • 7.17%

    C Inc 12 month yield

Key stats

Cumulative performance to 31 January 2025

Fund
Since Inception
5y
3y
12m
3m
1m
YTD
Volatility
Yield
VT Gravis Clean Energy Income Fund
25.50%
-9.27%
-24.56%
-12.65%
-12.05%
-5.34%
-5.34%
11.80%
7.38%
MSCI World Infrastructure
54.50%
30.45%
28.22%
22.82%
2.61%
3.52%
3.52%
14.38%
3.87%
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 2025
Holdings
Weighting
Greencoat UK Wind PLC
8.1%
Clearway Energy Inc
7.6%
Renewables Infrastructure Group Ltd
7.4%
Hannon Armstrong Sustainable Infrastructure Capital Inc
6.2%
Brookfield Renewable Corp
5.1%
Greencoat Renewables PLC
5.0%
Meridian Energy Ltd
4.9%
Foresight Environmental Infrastructure
4.0%
Octopus Renewables Infrastructure Trust plc
3.7%
Innergex Renewable Energy Inc
3.7%

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