GMO Climate Change Investment Fund A GBP Acc

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
GMO Climate Change Investment Fund A GBP Acc
Fund13.20.4-11.9-24.02.7
+/-Cat-1.813.3-16.8-26.9-1.3
+/-B’mrk-6.58.1-27.2-43.3-1.3
 
Key Stats
NAV
18/02/2025
 GBP 23.28
Day Change 0.13%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN IE00BDT8SN47
Fund Size (Mil)
18/02/2025
 USD 390.47
Share Class Size (Mil)
18/02/2025
 GBP 128.59
Max Initial Charge -
Ongoing Charge
30/09/2024
  0.83%
Investment Objective: GMO Climate Change Investment Fund A GBP Acc
The Fund’s investment objective is to seek high total return. The Investment Adviser seeks to achieve the Fund’s investment objective by investing primarily in equities of companies the Investment Adviser believes are positioned to directly or indirectly benefit from efforts to curb or mitigate the long-term effects of global climate change, to address the environmental challenges presented by global climate change, or to improve the efficiency of resource consumption.
Returns
Trailing Returns (GBP)18/02/2025
YTD0.91
3 Years Annualised-9.85
5 Years Annualised0.39
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
14/03/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMorningstar Global TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  GMO Climate Change Investment Fund A GBP Acc31/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.340.0098.34
Bond1.410.001.41
Property0.000.000.00
Cash0.460.200.26
Other0.000.000.00
Top 5 Regions%
United States49.97
Eurozone19.63
Canada7.43
Latin America7.06
Asia - Developed6.35
Top 5 Sectors%
Industrials28.07
Basic Materials26.33
Technology20.33
Utilities7.12
Consumer Cyclical6.26
Top 5 HoldingsSector%
Ameresco Inc Class AIndustrialsIndustrials4.54
LG Chem LtdBasic MaterialsBasic Materials4.30
Darling Ingredients IncConsumer DefensiveConsumer Defensive4.19
Ivanhoe Mines Ltd Class ABasic MaterialsBasic Materials3.97
Sunrun IncTechnologyTechnology3.92
GMO Climate Change Investment Fund A GBP Acc

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