Premier Energy and Water Trust

Premier Energy and Water Trust

Overview

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 fund 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 fund 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.

Literature

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Latest news

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.

Recent newsletters

The team

James Smith

Senior investment manager, Premier Global Infrastructure Income Fund and Premier Energy and Water Trust

Claire Long

Senior investment manager, Premier Global Infrastructure Income Fund and Premier Energy and Water Trust

 

 

Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Asset Management is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact us’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.

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