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Hartford Climate Opportunities Fund

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Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Returns prior to 11/8/19 reflect the performance of the Fund’s prior strategy. Please refer to the prospectus for more information.

Objective

Seeks long-term capital appreciation.

Overview

A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management.

More About Climate Opportunities Fund 

Portfolio Managers from Wellington Management

Alan T. Hsu
Managing Director
Equity Portfolio Manager and Global Industry Analyst
G. Thomas Levering
Senior Managing Director
Equity Portfolio Manager and Global Industry Analyst


Portfolio Managers from Schroders

Simon Webber, CFA
Portfolio Manager

Performance

Performance (%)
% (as of 10/31/2019)
Average Annual Total Returns % (as of 10/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities  I 25.06 16.85 7.96 --- --- 10.72
Benchmark 19.38 12.59 11.33 --- --- ---
Morningstar World Small/Mid Stock Category 17.98 9.05 9.32 --- --- ---
Performance (%)
% (as of 9/30/2019)
Average Annual Total Returns % (as of 9/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities  I 20.77 3.69 5.66 --- --- 9.91
Benchmark 16.20 1.38 9.71 --- --- ---
Morningstar World Small/Mid Stock Category 15.09 -3.64 7.39 --- --- ---
SI = Since Inception. Fund Inception: 02/29/2016
Operating Expenses:   Net  0.89% |  Gross  1.19%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 9/30/2019
Net Assets $19 million
# of Holdings 43
% in Equities 96
% in Foreign Equities 45
Turnover (9/30/2019) 35%
Active Share 98%
Fund Essentials
Inception Date 02/29/2016
Symbol HEOIX
CUSIP 41664T883
Fund Number 1913

Theme Exposure (%)

(as of 9/30/2019)
label percentage
Energy Efficiency 32
Low Carbon Electricity 31
Water and Resource Management 25
Climate Resilient Infrastructure 7
Low Carbon Transport 3
Not Classified 2

Top Ten Holdings (%)

(as of 9/30/2019)
label percentageholding
Itron, Inc. 4.12
Smart Metering Systems plc 3.81
Hannon Armstrong Sustainable Infrastructure Capital, Inc. 3.41
Clean Harbors, Inc. 3.19
Cie de Saint-Gobain 2.96
National Grid plc 2.80
Johnson Controls International plc 2.75
Huaneng Renewables Corp. Ltd. 2.73
Avangrid, Inc. 2.72
Deere & Co. 2.72
Total Portfolio % 31.21
(as of 6/30/2019)
label percentageholding
Iberdrola S.A. 4.19
Waste Management, Inc. 3.60
First Solar, Inc. 3.53
Hannon Armstrong Sustainable Infrastructure Capital, Inc. 3.37
Itron, Inc. 3.34
Cie de Saint-Gobain 2.99
Clean Harbors, Inc. 2.98
Avangrid, Inc. 2.88
Trimble, Inc. 2.85
Xylem, Inc. 2.78
Total Portfolio % 32.51

Insights

pdf

The Fund Industry’s Wake-up Call: How Investors Want Us to Act 

10/17/2019
Jessica Ground, Global Head of Stewardship, explains why sustainability is no longer a “nice to have” for companies—it’s an imperative.
pdf

Why the Market Gets Sustainable Investing Wrong 

10/09/2019
We believe active investors have ample opportunities to generate return in this space by identifying and exploiting inefficiencies.
pdf

Pricing Climate Risk: A Multidisciplinary Approach 

09/06/2019
Climate change presents both significant risks and opportunities for investors

Literature

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pdf

Fact Sheet

09/30/2019 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Commentary

09/30/2019 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

03/01/2019 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Pitchbook

09/30/2019 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

Semi Annual Report

04/30/2019 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2019 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

10/31/2018 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

SAI

03/01/2019 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • There are risks of focusing investments in securities of companies in the utilities and industrials sectors which may cause the Fund's performance to be sensitive to developments in those sectors. • Risks of focusing on investments that involve sustainability, environmentally responsible and climate focus investment criteria may influence investment performance relative to the Fund's benchmark or competing funds and expose the Fund to increased risks related to downturns or other adverse developments in that market segment. • The Fund's performance depends on the ability of the Investment Manager in selecting, overseeing, and allocating Fund assets to the sub-advisers. The sub-advisers' investment styles may not be complementary.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.

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