Investment trusts

Premier Energy and Water Trust

Aim:

The aim of the Fund is to achieve a high income and to realise long-term growth in the capital value of its portfolio.


In brief:

  • Aims to produce a high level of income.
  • Seeks long-term capital growth in the portfolio’s capital value.
  • Invests principally in equity and equity-related securities of companies operating in the energy and water sectors, as well as other infrastructure investments.
  • Invests in developed and emerging markets to capitalise on the opportunities in the utility markets.
  • Managed by James Smith and Claire Long.

Investment policy:

The Company will seek to achieve its objectives by investing principally in equity and equity-related securities of companies operating in the energy and water sectors, as well as other infrastructure investments.

The Company may invest up to 15% in other investment companies provided that they themselves invest in utilities and infrastructure and up to 15% of the fund can be invested in unquoted investments.


Please remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and there is the possibility of loss on the amount invested.  Reference to any particular fund does not constitute a recommendation or advice.

 

Like to know more?

If you are interested in this Fund or would like any further information, please contact us.

Email us>

 

 

 

 

 

 

 


Premier Energy and Water Trust, Circular and Prospectus regarding new zero dividend preference shares, 20/11/15:

 Premier Energy & Water Trust - Prospectus  Premier Energy & Water Trust - Circular  Premier Energy & Water Trust - Form Of Election

What's new:

 Premier Energy Water Trust - Report  Premier Energy Water Trust - factsheet  Premier Energy & Water Fund - Annual report

 

Company documents and Circulars

 

 

 

 

 

 

 

 

 

 

 

 

 

Premier Energy and Water Trust - Ord prices:


Premier Energy and Water Trust - Zdp prices:

Proposal to extend Trust's life beyond 2015:

Following on from overwhelming shareholder approval, we are pleased to announce that the High Court of Justice approved the restructuring plan to extend the life of the Premier Energy & Water Trust. The proposals were subsequently implemented on 17th September 2014.

Read the announcement>


Premier TV:

Premier TV - Claire Long - October 2014 - thumb

Premier Energy and Water Trust -
Extension of life
,
October 2014


Recent newsletters:


In the press:

November 2014 - 'Hidden gems: Top-performing specialist trusts you might have overlooked' - FE Trustnet

September 2014 - 'Harnessing the power of emerging markets' - Investors Chronicle

 

 

 

  

 

 

   

 

 

 

James Smith

James Smith

  • Joined Premier in 2012.
  • 15 years of investment experience.
  • Previously 14 years at Utilico specialising in the global utilities, transportation infrastructure and renewable energy sectors.
  • Previously a Director at Renewable Energy Holdings plc and Indian Energy Limited.
  • James is a Chartered Accountant and Barrister.
Claire Long

Claire Long

  • Joined Premier in 2008.
  • 12 years of investment experience.
  • Previously held positions at Rothschild Asset Management and Foreign & Colonial.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Risk Warning

Please remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and you could get back less than you invested. Reference to any particular stock does not consitute a recommendation to buy or sell the stock.

If you do not have professional experience in matters relating to investments, please speak with a financial adviser before making an investment decision. A free, English language copy of the full prospectus for each investment trust, is available on this website or copies can be sent to you on request. See 'contact us' for more details.