Virtus Duff & Phelps Clean Energy ETF (VCLN)

Overview

The fund is a specialized investment entity focusing on the clean energy sector. It commits at least 80% of its net assets, including any borrowed funds for investment purposes, to equity securities of companies actively involved in the clean energy space. The goal is to support and benefit from the growth of businesses engaged in the production, technology, equipment, transmission, and distribution related to clean energy. By defining clean energy companies as those deriving a significant portion of their value from these activities, the fund positions itself at the forefront of sustainable investment practices. It is non-diversified, meaning it might concentrate its investments more significantly in fewer holdings than a diversified fund.

Products and Services

• Equity Securities of Clean Energy Companies:

  Investments are primarily made in equity securities, such as stocks, of companies that are significantly involved in the clean energy sector. These companies are identified based on their contribution to clean energy production, technology, and infrastructure. This strategic focus aims to enhance the growth potential of the fund by targeting businesses at the core of the clean energy transition.

• Clean Energy Production Investments:

  The fund seeks to invest in companies engaged in the production of clean energy. This includes businesses involved in generating energy from renewable sources such as solar, wind, hydroelectric, and other sustainable methods. The goal is to support the expansion of renewable energy capacity and its integration into the global energy mix.

• Clean Energy Technology and Equipment Providers:

  Another critical area of investment is in companies that provide the technology and equipment essential for the clean energy sector. This encompasses a wide range of businesses, from those developing new renewable energy technologies to manufacturers of solar panels, wind turbines, and battery storage solutions. By investing in these companies, the fund aims to contribute to the advancement of clean energy technologies.

• Transmission and Distribution of Clean Energy:

  Investments also target companies involved in the transmission and distribution of clean energy. This includes utilities and infrastructure companies that are essential for delivering renewable energy from the point of generation to consumers and businesses. By focusing on this segment, the fund aims to support the development of the necessary infrastructure to facilitate the wider adoption of clean energy.