About ECOIX
The Ecofin Global Renewables Infrastructure Fund Institutional Class is an actively managed mutual fund focused on equity investments in companies that own and operate renewable power generation assets worldwide. The fund’s primary objective is to provide a long-term total return, driven by both capital appreciation and income, by targeting the rapidly expanding decarbonization sector. It invests at least 80% of its assets in equity securities of renewable infrastructure firms, which are defined as companies deriving at least half of their revenues from power generation, transmission, distribution, storage, or related services, with a strong emphasis on environmental responsibility and measurable decarbonization impact.
The portfolio is concentrated in utility and clean energy infrastructure companies, with a significant portion of assets in the top ten holdings. Notable portfolio companies include Clearway Energy, Dominion Energy, NextEra Energy, and Enel, reflecting a broad global exposure within the sector. The fund is designed for institutional investors and features a low correlation to broader equity markets, aiming to offer potential portfolio diversification and a lower beta relative to traditional equities. Benchmarking its performance against major global infrastructure and equity indices, the fund plays a significant role in supporting the transition to cleaner power supply and the broader goals of sustainable financial markets.
Fund Family Redwheel
Category Infrastructure
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ECOIX
Share Class Institutional Class
Index S&P Global Infrastructure NR
ECOIX had a total return of -6.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.80%.
