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 3/31/2021)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Climate Opportunities I | 89.81 | 16.50 | --- | 18.02 | |
| Benchmark | 54.60 | 13.21 | --- | --- | |
| Morningstar World Small/Mid Stock Category | 79.23 | 14.79 | --- | --- | |
|
Average Annual Total Returns % (as of 3/31/2021)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Climate Opportunities I | 89.81 | 16.50 | --- | 18.02 | |
| Benchmark | 54.60 | 13.21 | --- | --- | |
| Morningstar World Small/Mid Stock Category | 79.23 | 14.79 | --- | --- | |
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 | 2/28/2021 |
| Net Assets | $101 million |
| % in Equities | 93 |
| % in Foreign Equities | 49 |
| Dividend Frequency | Annually |
| Inception Date | 02/29/2016 |
| Symbol | HEOIX |
| CUSIP | 41664T883 |
| Fund Number | 1913 |
Theme Exposure (%)
| label | percentage |
|---|---|
| Clean Energy | 30 |
| Environmental Resource Management | 20 |
| Energy Efficiency | 19 |
| Sustainable Transport | 16 |
| Low Carbon Leaders | 7 |
| Climate-Resilient Infrastructure | 6 |
| Other | 2 |
| label | percentage |
|---|---|
| Clean Energy | 36 |
| Energy Efficiency | 21 |
| Environmental Resource Management | 16 |
| Sustainable Transport | 12 |
| Climate-Resilient Infrastructure | 7 |
| Low Carbon Leaders | 5 |
| Other | 2 |
Top Ten Holdings (%)
| label | percentageholding |
|---|---|
| Deere & Co. | 2.70 |
| National Grid plc | 2.56 |
| China Longyuan Power Group Corp. Ltd. | 2.16 |
| Alphabet, Inc. | 1.73 |
| Siemens AG | 1.72 |
| Aspen Technology, Inc. | 1.69 |
| Weyerhaeuser Co., | 1.62 |
| Daikin Industries Ltd. | 1.59 |
| Amazon.com, Inc. | 1.57 |
| Microsoft Corp. | 1.57 |
| Total Portfolio % | 18.91 |
| label | percentageholding |
|---|---|
| Vestas Wind Systems A/S | 3.50 |
| National Grid plc | 2.36 |
| Deere & Co. | 2.16 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 2.14 |
| First Solar, Inc. | 2.13 |
| Daikin Industries Ltd. | 1.87 |
| China Longyuan Power Group Corp. Ltd. | 1.81 |
| Siemens AG | 1.65 |
| Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen | 1.58 |
| Amazon.com, Inc. | 1.57 |
| Total Portfolio % | 20.77 |
Regional Exposure (%)
| label | value |
|---|---|
| North America | 48 |
| Europe | 38 |
| Japan | 9 |
| Emerging Markets | 6 |
| label | value |
|---|---|
| North America | 44 |
| Europe | 40 |
| Japan | 9 |
| Emerging Markets | 7 |
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Fund LiteratureSelect All
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Fact Sheet12/31/2020 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Commentary12/31/2020 | 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 ProspectuspdfA summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
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Climate Opportunities Fund Pitchbook12/31/2020 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual ReportpdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory ProspectuspdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual ReportpdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAIpdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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