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FirstTrust NorthAmerican EnInfrInc II Hgd GBP Inc

Ranked 4 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to deliver a total return that is balanced between current income and growth by investing in a diversified portfolio of equity and debt securities of companies within the energy and energy utility sectors in the U.S. and Canada. The Fund will principally seek to gain exposure to a diversified portfolio of equity securities through its investment in MLPs, MLP-Related Entities, MLP I Shares, Yieldcos, pipeline and power utility companies and other utility companies in the U.S. and Canada that the Sub-Investment Manager believes offer opportunities for income and growth.The Fund is an actively managed fund and under normal market conditions, the Fund may invest up to 80% of its net assetsdirectly in equity securities and up to 50% of its net assets directly in fixed income securities.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 31/03/2018 - 31/03/2019
  • Rank 4/24 Total Return
  • Rank 6/24 Standard Deviation
  • Rank 3/24 Max Drawdown
Fund Name Currency Risk
4 Pictet-Clean Energy-P USD GBP

15.7

4 DWS Invest New Resources LC GBP

15.7

6 FirstTrust NorthAmerican EnInfrInc II Hgd GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

16.3

7 PLATINUM Essential Resources UCITS Fund A GBP

17.8

8 MFS Meridian Funds-Global Energy A1 USD GBP

18.6

Fund Name Currency Loss
1 BGF Sustainable Energy A2 USD GBP

-10.3%

2 Vontobel Fund New Power B GBP

-12.9%

3 FirstTrust NorthAmerican EnInfrInc II Hgd GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-13.2%

4 DWS Invest New Resources LC GBP

-14.4%

5 PLATINUM Essential Resources UCITS Fund A GBP

-16.2%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.6%
2018 -13.9% -12.3% 8.2% 1.9% -10.9%
2017 -4.6% 0.1% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Spain
  14. Sweden
  15. United Kingdom

Fund Info

  • Launch date18/01/2017
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00BD0BWX03
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).