Tortoise Energy Infrastructure and Income Fund Institutional Class Shares (INFIX)

Overview

The fund primarily focuses on investing in the equity and debt securities of companies and master limited partnerships (MLPs) that are integral to the energy infrastructure sector. By allocating at least 80% of its total assets to these investments, the fund aims to capitalize on the growth and income potential within this specific segment of the market. The energy infrastructure sector includes a wide range of companies involved in the operation, development, and maintenance of facilities and systems used in the supply, transport, and processing of energy. Given its specialized investment focus, the fund is poised to benefit from the expanding demand for energy services and infrastructure development across the globe.

Products and Services

• Equity and Debt Securities of Energy Infrastructure Companies

  These are investments in the stocks and bonds of companies operating within the energy infrastructure sector. This area includes firms engaged in the production, transportation, and distribution of energy. By investing in these securities, the fund seeks to gain exposure to the essential services powering economies worldwide, betting on both the growth potential and income generation capabilities of these entities.

• Equity and Debt Securities of Master Limited Partnerships (MLPs)

  MLPs are investment vehicles that own and operate assets in the energy sector, such as pipelines, storage facilities, and processing units. They are favored for their potential to offer high yields and tax advantages. The fund's investments in MLPs are aimed at leveraging the sector's growth while providing income through distributions, reflecting a strategic mix of growth and income investment objectives within the energy infrastructure arena.

• Restricted Securities

  Up to 15% of the fund's net assets may be allocated to restricted securities, which are not registered under the Securities Act of 1933 and may not be sold in public offerings. These investments can include private placements or other securities with selling restrictions. Despite their less liquid nature, these securities are selected for their potential to provide higher returns compared to publicly traded securities, thereby offering an avenue for enhanced portfolio performance.