The fund seeks long-term beneficiaries of the major trends associated with the energy transition. It invests in companies which have secular growth opportunities related to changes in the way energy is produced and consumed.

Fund Stats as of 05/06/2024:

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Number of Positions




Legal Structure


Base Currency




Investment minimum for Founders



The fund seeks long-term beneficiaries of the major trends associated with the energy transition. It invests in companies which have secular growth opportunities related to changes in the way energy is produced and consumed. The fund’s objective is to maximize risk-adjusted returns by investing in companies focused on more efficient use of resources and emissions reduction. The sectors exposed to the energy transition include utilities, technology, cleantech, industrials, mobility, specialty chemicals and waste.

Produced by MSCI ESG Research as of 31 March 2024
Represents the aggregate ranking of the Fund’s holdings as of 31/03/2024. Certain information ©2024 MSCI ESG Research LLC. Reproduced by permission; no further distribution.


The investment team concentrates on sustainability, incorporating critical layers of ESG analysis in an effort to mitigate climate change-related tail risks, influence corporate behaviour by engaging with companies’ managements, and deliver strong risk-adjusted returns for investors.


The investment process incorporates top-down analysis to identify key industry, regulatory, technology and environmental themes. Portfolio allocation decisions are based on fundamental bottom-up analysis, including ESG research, to assess individual company outlooks.

Fund information

As of 31/05/2024

Launch Date

1 August 2018

Base Currency




Portfolio Manager

Ecofin Advisors Limited (formerly known as Tortoise Advisors UK Limited)

Investment minimum for Founders 1



MSCI World Index

Distribution Policy


Fund AUM




Legal Structure




Subscription/Redemption Notice

3 business days


Société Générale/ Securities Services, (SGSS (Ireland) Limited)


  1. Different investment minimums are available, dependent on share class/currency

  2. Per annum on the net asset value of the fund.
    Total expenses (excluding investment management fee) will not exceed 1.0% per annum of the net asset value of the fund

  3. On the outperformance of the MSCI World Index.

Portfolio Exposure (% of invested capital)

As of 31/05/2024

Top 10 Positions

Company % of Total
NextEra Energy, Inc.
TE Connectivity Ltd
Infineon Technologies AG
BYD Co Ltd
Hubbell Inc
Company % of Total
Nexans SA
Constellation Energy Corp
Prysmian SpA
NXP Semiconductors NV
Schneider Electric SE

Time Period

Net Performance as of 31/03/2024

Net Performance as of 31/05/2024

Annual Performance (Class E) (EUR)

As of 31/12/2023

PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE RESULTS. Performance is shown net of fees. Performance is run on the Founder share class (Class E) which has a preferential management fee of 60bps and no performance fee; performance is extracted for the period since 14 September 2018. Returns may increase or decrease due to currency fluctuations.

The MSCI ACWI Net Total Return EUR Index captures large and mid cap representation across 23 Developed Markets (DM) and 26 Emerging Markets (EM) countries. With 3,046 constituents, the index covers approximately 85% of the global investable equity opportunity set. It is not possible to invest directly in an index.

Source: Bloomberg and Ecofin Advisors Limited.

Ecofin Energy Transition UCITS Fund EETU

Performance Fact Sheet
SFDR Sustainability-related disclosures SFDR Pre-contractual product disclosures

Until 5 June 2019, the Ecofin Energy Transition UCITS Fund (the "Fund"), a sub-fund of the Gateway UCITS Fund PLC, was managed by GCA Investment Management LLC, with Ecofin Advisors Limited providing investment advisory services from early February 2019. On 6 June 2019, Ecofin Advisors Limited was formally appointed as the investment manager of the Fund.

EETU is passported for distribution in the UK, Ireland, France, Norway, Denmark, Sweden, Finland, Spain, Italy, the Netherlands, Germany and Ireland; access to information on this Fund is not intended for prospective EU investors outside of these jurisdictions other than under a local regulatory exemption.


Information on this website is provided by Ecofin Advisors Limited ("Ecofin UK"), in relation to this Fund in respect of which Ecofin UK manages the portfolio.

Ecofin UK is a leading investment management advisor within the Ecofin family, specialising in sustainability and impact investing globally across the energy transition value chain. It has been FCA regulated since 1992 and SEC registered since January 2006.

Office: London