GMO Climate Change Investment Fund A GBP Acc

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Performance History29/02/2024
Growth of 1,000 (GBP) Advanced Graph
GMO Climate Change Investment Fund A GBP Acc
Fund37.613.20.4-11.9-10.3
+/-Cat8.7-1.813.3-16.8-11.3
+/-B’mrk25.3-6.58.1-27.2-16.0
 
Key Stats
NAV
04/03/2024
 GBP 27.16
Day Change -0.98%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN IE00BDT8SN47
Fund Size (Mil)
04/03/2024
 USD 753.41
Share Class Size (Mil)
04/03/2024
 GBP 206.58
Max Initial Charge -
Ongoing Charge
12/05/2022
  0.86%
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)04/03/2024
YTD-10.57
3 Years Annualised-4.63
5 Years Annualised6.82
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 Gbl TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  GMO Climate Change Investment Fund A GBP Acc31/01/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.300.0098.30
Bond1.620.001.62
Property0.000.000.00
Cash0.210.130.07
Other0.000.000.00
Top 5 Regions%
United States47.70
Eurozone20.16
Canada6.90
Europe - ex Euro6.61
Asia - Developed6.40
Top 5 Sectors%
Industrials27.95
Technology27.51
Basic Materials25.40
Consumer Defensive6.87
Consumer Cyclical5.50
Top 5 HoldingsSector%
Sunrun IncTechnologyTechnology5.56
NexansIndustrialsIndustrials4.99
Darling Ingredients IncConsumer DefensiveConsumer Defensive4.95
LG Chem LtdBasic MaterialsBasic Materials4.93
Ivanhoe Mines Ltd Class ABasic MaterialsBasic Materials4.70
GMO Climate Change Investment Fund A GBP Acc

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