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 2/29/2020)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Climate Opportunities I | 10.00 | --- | --- | 9.83 | |
| Benchmark | 3.89 | --- | --- | --- | |
| Morningstar World Small/Mid Stock Category | 1.78 | --- | --- | --- | |
|
Average Annual Total Returns % (as of 12/31/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Climate Opportunities I | 33.78 | --- | --- | 12.19 | |
| Benchmark | 26.60 | --- | --- | --- | |
| Morningstar World Small/Mid Stock Category | 26.29 | --- | --- | --- | |
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 | 2/29/2020 |
| Net Assets | $40 million |
| % in Equities | 96 |
| % in Foreign Equities | 52 |
| Dividend Frequency | Annually |
| Inception Date | 02/29/2016 |
| Symbol | HEOIX |
| CUSIP | 41664T883 |
| Fund Number | 1913 |
Theme Exposure (%)
| label | percentage |
|---|---|
| Clean Energy | 29 |
| Energy Efficiency | 26 |
| Environmental Resource Management | 22 |
| Sustainable Transport | 11 |
| Low Carbon Leaders | 6 |
| Climate-Resilient Infrastructure | 5 |
| Other | 1 |
| label | percentage |
|---|---|
| Clean Energy | 27 |
| Energy Efficiency | 27 |
| Environmental Resource Management | 22 |
| Sustainable Transport | 11 |
| Low Carbon Leaders | 6 |
| Climate-Resilient Infrastructure | 5 |
| Other | 1 |
Top Ten Holdings (%)
| label | percentageholding |
|---|---|
| Deere & Co. | 2.29 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 2.11 |
| Owens Corning | 2.00 |
| Smart Metering Systems plc | 1.91 |
| Xylem, Inc. | 1.91 |
| National Grid plc | 1.87 |
| Weyerhaeuser Co., | 1.84 |
| First Solar, Inc. | 1.81 |
| Atlantica Yield plc | 1.80 |
| Eversource Energy | 1.77 |
| Total Portfolio % | 19.31 |
| label | percentageholding |
|---|---|
| Deere & Co. | 2.37 |
| Smart Metering Systems plc | 2.18 |
| Itron, Inc. | 2.17 |
| Owens Corning | 2.14 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 1.87 |
| Weyerhaeuser Co., | 1.86 |
| Xylem, Inc. | 1.81 |
| Clean Harbors, Inc. | 1.75 |
| National Grid plc | 1.74 |
| China Longyuan Power Group Corp. Ltd. | 1.72 |
| Total Portfolio % | 19.61 |
Are Climate Models Reliable Investment Inputs?
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Fund LiteratureSelect All
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Fact Sheet12/31/2019 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Commentary12/31/2019 | 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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Climate Opportunities Fund Pitchbook12/31/2019 | 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 Prospectus02/28/2020 | pdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual Report10/31/2019 | 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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