The VT Gravis Clean Energy Income Fund has two aims: 1. to generate income and preserve capital with the potential for capital growth over any five-year period; and 2. to invest in companies that operate within the clean energy sector (as defined below).
The sub-fund will aim to meet its objectives by investing primarily (at least 70%) in listed equities operating in the clean energy sector, and whose primary activity involves the generation, development, and operation of clean energy infrastructure.
This includes:
Power or heat generation from renewable and low-carbon technologies, such as wind, solar, hydroelectricity, biomass, geothermal, wave/tidal, and natural gas with carbon capture, usage and storage (CCUS) technologies.
Companies that develop, own, and operate ancillary infrastructure that supports clean energy supply and consumption, such as battery energy storage, electricity transmission and distribution networks, EV charging networks, and green hydrogen production facilities.
Companies that operate within the clean energy industry supply chain, providing services or components that directly feed into the development, construction, or operation of the types of energy infrastructure assets listed above.
Further information on the Investment Objectives and Policy for the VT Gravis Clean Energy Income Fund can be found within the Fund Prospectus and Key Investor Information Documents below.
Other than as noted in the policy there is no particular emphasis on any geographical area or industry or economic sector.
Assessment of value statements are published annually for this fund - These reports are useful to give an overview of how the Fund has performed in comparison to industry comparators.
