The Fund's objective is to provide investors with the potential for 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.
Disclaimer: It is important investors take the time to fully understand our financial products prior to investing. The information below is provided to give basic information on this product. Take the time to discuss your investments with our staff and understand all risks prior to investing.
Who Should Invest
The Fund is for investors seeking a product offering the potential for capital growth with a long-term investment horizon. Investors should also be willing to accept significant fluctuations in share price.
Investors in this Fund:
- Have a long-term investment horizon
- Can accept significant price fluctuations
- Have a medium to high-risk tolerance
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
Trinidad and Tobago Energy History
|UTC Energy Fund Chart
||Securities of International Energy Sector Companies including oil and gas, solar, wind/ hydro power.
|Minimum Subsequent Purchase
||None (Total return fund)
||Semi- annually – available online
Same Day without penalty