GMO Climate Change Investment Fund A GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 37.6 | 13.2 | 0.4 | -11.9 | -9.5 | |
+/-Cat | 8.7 | -1.8 | 13.3 | -16.8 | -11.5 | |
+/-B’mrk | 25.3 | -6.5 | 8.1 | -27.2 | -16.0 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 07/05/2024 | GBP 28.78 | |
Day Change | 1.62% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BDT8SN47 | |
Fund Size (Mil) 07/05/2024 | USD 734.77 | |
Share Class Size (Mil) 07/05/2024 | GBP 221.62 | |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 14/03/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for GMO Climate Change Investment Fund A GBP Acc | 31/12/2023 |
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Top 5 Holdings | Sector | % |
Sunrun Inc | Technology | 6.97 |
LG Chem Ltd | Basic Materials | 5.01 |
SolarEdge Technologies Inc | Technology | 4.93 |
Darling Ingredients Inc | Consumer Defensive | 4.87 |
Ivanhoe Mines Ltd Class A | Basic Materials | 4.07 |
Increase Decrease New since last portfolio | ||
GMO Climate Change Investment Fund A GBP Acc |