Ecofin Global Renewables Infrastructure Fund Institutional Class (ECOIX)

Overview

The fund, focusing on renewable infrastructure, represents a dedicated effort to invest predominantly in equity securities of companies involved in the renewable energy sector. These companies are identified based on their revenue generation, with at least 50% coming from activities related to the power industry, including generation, transmission, distribution, storage, and relevant services. Tailored for investors looking to contribute to and benefit from the growth in renewable energy infrastructure, the fund allocates a minimum of 80% of its total assets towards such equity securities. Additionally, recognizing the importance of diversification and financial stability, it allows for up to 15% of its assets to be invested in debt securities. These can range from those issued or guaranteed by U.S. governmental or government-related entities, providing a balanced mix of investment in the rapidly evolving energy sector. The fund's strategy of being non-diversified suggests a focused investment approach, which might involve higher risks but also the potential for significant returns from a sector poised for growth.

Products and Services

• Equity Securities of Renewable Infrastructure Companies

  Investment is channeled toward companies with a strong focus on renewable energy, including those involved in power generation, transmission, distribution, storage, and related services. These companies are selected based on their revenue, ensuring a significant portion is derived from renewable sources.

• Debt Securities Investment

  Up to 15% of the fund’s total assets may be invested in debt securities, which include those issued or guaranteed by U.S. government or its related entities. This strategy aims to provide investment diversification and mitigate risks associated with equity investments.