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UTC Energy Fund

The UTC Energy Fund provides investors with an opportunity to invest and own a share in the wealth of the energy sector. The Fund’s objective is to provide investors with long-term capital growth by investing primarily in equity and fixed income securities issued by energy and energy-related corporations, such as oil and gas companies, mid-stream and down-stream energy companies, alternative energy companies, energy research companies and energy service companies.

Who Should Invest

The Fund is for investors seeking long-term growth of capital with a long-term investment horizon. Investors should also be willing to accept significant fluctuations in share price.

Investment Management

In operation since 1982, the Fund’s Investment Manager and Distributor is the Trinidad & Tobago Unit Trust Corporation. With Funds under Management at over US$2.5 billion, the UTC is the Caribbean’s largest mutual fund manager. The UTC manages equity as well as fixed income portfolios covering Trinidad & Tobago, the Caribbean and the US Markets. The UTC’s funds have delivered consistently competitive returns for over 500,000 investors throughout the Caribbean.

Energy Sector Risk

The UTC Energy Fund is a Sector Specific Fund, which involves greater risk to the investor since the Fund’s performance largely depends, for better or worse, on the overall state of the energy sector. The Fund’s investment objectives, risks, charges and expenses should be considered carefully before investing. The Fund’s Prospectus contains this and other important information about the UTC Energy Fund.