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.
Portfolio Managers from Schroders
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Average Annual Total Returns % (as of 10/31/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Climate Opportunities I | 16.85 | --- | --- | 10.72 | |
| Benchmark | 12.59 | --- | --- | --- | |
| Morningstar World Small/Mid Stock Category | 9.05 | --- | --- | --- | |
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Average Annual Total Returns % (as of 9/30/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Climate Opportunities I | 3.69 | --- | --- | 9.91 | |
| Benchmark | 1.38 | --- | --- | --- | |
| Morningstar World Small/Mid Stock Category | -3.64 | --- | --- | --- | |
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.
| 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% |
| Inception Date | 02/29/2016 |
| Symbol | HEOIX |
| CUSIP | 41664T883 |
| Fund Number | 1913 |
Theme Exposure (%)
| 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 (%)
| 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 |
| 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 |
The Fund Industry’s Wake-up Call: How Investors Want Us to Act
10/17/2019
Why the Market Gets Sustainable Investing Wrong
10/09/2019
Pricing Climate Risk: A Multidisciplinary Approach
09/06/2019Financial Professionals:
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Fund LiteratureSelect All
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Fact Sheet09/30/2019 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Commentary09/30/2019 | pdfCurrent 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 Prospectus03/01/2019 | pdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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Pitchbook09/30/2019 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual Report04/30/2019 | pdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory Prospectus03/01/2019 | pdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual Report10/31/2018 | pdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAI03/01/2019 | pdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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