Energy

Introduction to Energy

Many people believe that the search for alternative energy sources will be one of the defining investment themes of the next 20 years. Emerging nations are already struggling with pollution and seeking to develop their energy production in a different way to the West. As a result, a number of funds have been launched to exploit this theme.

These may invest exclusively in alternative energy companies, or they may also invest in traditional energy companies that are building alternative energy production from within. Equally, there are a number of thematic funds investing in, for example, power and water.

A lot of these funds will have high weightings to the US, where many of the world's largest and most technically advanced energy companies are found. As they are relatively concentrated, they will tend to show greater volatility than more broadly based equity funds. Energy consumption is often geared to the economic cycle, with consumers tending to use more energy at times of economic expansion. As a result, energy funds often do better in bull market conditions.

The tax treatment of investments is subject to tax law and HMRC practice which are subject to change. 

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Artemis Global Energy I Acc-9.055.72-32.0443.061.18Buy
Ashburton Global Energy R Acc USD-16.25-5.25-45.07-Buy
Ashburton Global Energy D Acc USD-15.79-3.70-45.07-Buy
Ashburton Global Energy I USD-15.58-3.01-45.07-Buy
Ashburton Global Energy I Acc GBP-25.256.80-45.07-Buy
Ashburton Global Energy D Acc GBP-25.426.05-45.07-Buy
BlackRock Natural Resources Growth & Income D Acc-6.2723.1915.0857.072.51Buy
Carmignac Portfolio Commodities F GBP Acc Hdg-1.960.427.25652.84-Buy
Carmignac Portfolio Commodities W GBP Acc1.4921.539.46652.84-Buy
First State Global Resources B GBP Acc-5.0221.43-4.63454.091.26Buy
Guinness Global Energy X GBP-12.50-7.92-10.75244.19-Buy
Investec Enhanced Natural Resources I Acc GBP-7.1619.825.9487.081.28Buy
Investec Global Energy I Acc GBP-15.48-11.74-23.8859.491.93Buy
JPM Natural Resources C Acc-1.0629.59-14.24716.511.22Buy
JPM Natural Resources B Acc-1.3228.61-15.34716.510.99Buy
LF Canlife Global Resource C-11.5812.341.4914.810.25Buy
MFM Junior Oils Trust P-19.59-27.55-54.1510.99-Buy
T. Rowe Price Global Natural Resources Equity C Acc---1.76-Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
BlackRock GF New Energy D4 GBP8.1135.5862.381,189.13-Buy
BlackRock GF World Energy D4 GBP-12.64-5.82-12.552,193.98-Buy
BlackRock GF World Mining D4 GBP5.6435.11-15.796,773.83-Buy
BlackRock Natural Resources Growth & Income D Inc-6.3023.2115.1157.072.51Buy
Investec Global Energy I Inc GBP-15.47-11.70-23.8059.491.96Buy
JPM Natural Resources C Inc-1.0729.55-14.30716.511.22Buy
Pictet Clean Energy I dy GBP3.6820.2455.88781.52-Buy
Pictet Water I dy GBP3.5445.3069.364,543.53-Buy
Schroder ISF Global Energy C Dis GBP-22.42-21.98-38.99523.400.29Buy
Smith & Williamson Global Gold & Resources B Inc-28.4721.26-24.4446.00-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Baker Steel Resources Trust27.6755.56-45.28-4.9653.40Buy
BlackRock World Mining IT6.9849.53-12.12-12.13450.09Buy
Bluefield Solar Income Limited10.5435.19-4.54107.85Buy
Foresight Solar Limited3.0422.21-1.07102.90Buy
Geiger Counter Ord-28.2717.20-39.635.8119.28Buy
Greencoat UK Wind PLC ORD 1P8.1637.42-8.27111.20Buy
Greencoat Renewables PLC ORD EUR0.01-----Buy
John Laing Environmental Assets Group Limited Ord NPV3.5319.03-5.3398.50Buy
Premier Global Infrastructure Trust PLC Ord 1P-14.81-7.5360.93-6.14147.02Buy
Premier Global Infrastructure Trust PLC Securities 2020 ZDP 1P3.10--5.53110.40Buy
RDP Global Resources Investment Trust PLC Ord 1P-6.12-52.50--39.6616.53Buy
The Renewables Infrastructure Group Limited Ord GBP3.5723.31-2.98100.60Buy
Tiger Resource Finance PLC Ord 0.1P-3.34-33.72-71.00-23.080.65Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Amundi ETF MSCI Europe Energy GBP7.1610.2433.9526.31GBXCommodity & EnergyBuy
Boost Brent Oil ETC26.6914.99--USDCommodity & EnergyBuy
Boost Natural Gas ETC-18.39-27.18--USDCommodity & EnergyBuy
Boost Natural Gas 2x Leverage Daily ETP-38.08-53.80-92.54-USDCommodity & EnergyBuy
Boost Natural Gas 2x Short Daily ETP24.4031.9497.14-USDCommodity & EnergyBuy
Boost Natural Gas 3x Leverage Daily ETP-55.94-74.11-99.01-99.82USDCommodity & EnergyBuy
Boost Natural Gas 3x Short Daily ETP26.1127.0239.61-56.38USDCommodity & EnergyBuy
Boost Wti Oil ETC24.708.93--USDCommodity & EnergyBuy
ETFS 1x Daily Short Brent Crude USD-22.68-17.61-14.5242.09USDCommodity & EnergyBuy
ETFS 1x Daily Short Natural Gas USD19.2723.0465.3661.22USDCommodity & EnergyBuy
ETFS 1x Daily Short WTI Crude Oil USD-22.14-14.63-5.4840.55USDCommodity & EnergyBuy
ETFS 2x Daily Long Brent Crude USD55.0721.71-63.79-91.58USDCommodity & EnergyBuy
ETFS 2x Daily Long Gasoline USD30.869.96-49.76-87.49USDCommodity & EnergyBuy
ETFS 2x Daily Long Heating Oil USD35.4820.39-59.08-86.87USDCommodity & EnergyBuy
ETFS 2x Daily Long Natural Gas USD-42.34-54.76-91.20-96.61USDCommodity & EnergyBuy
ETFS 2x Daily Long Petroleum USD47.0516.90-62.36-89.99USDCommodity & EnergyBuy
ETFS 2x Daily Long WTI Crude Oil USD51.8811.17-72.38-92.71USDCommodity & EnergyBuy
ETFS 3x Daily Long Natural Gas USD-60.13-74.45--USDCommodity & EnergyBuy
ETFS 3x Daily Long WTI Crude Oil USD81.197.47--USDCommodity & EnergyBuy
ETFS 3x Daily Short Natural Gas USD42.0134.32--USDCommodity & EnergyBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Solar & Infrastructure VCT PLC D-3.00--95.901.15-VCT Specialist: Environmental PQBuy
Hazel Renewable Energy VCT1 PLC A Shs 0.1P-0.508,668.410.104,950.00-VCT Specialist: EnvironmentalBuy
Hazel Renewable Energy VCT1 PLC Ord 0.1P14.8120.7983.59116.00-2.594.42VCT Specialist: EnvironmentalBuy
Hazel Renewable Energy VCT2 PLC A Shs 0.1P-0.508,668.410.104,950.00-VCT Specialist: EnvironmentalBuy
Hazel Renewable Energy VCT2 PLC Ord 0.1P14.0232.9283.23114.90-2.524.46VCT Specialist: EnvironmentalBuy
Ventus 2 VCT PLC Ord 25P8.7348.68103.3478.20-11.137.19VCT Specialist: EnvironmentalBuy
Ventus 2 VCT PLC C SHS 25P11.4149.01107.60132.50-8.686.61VCT Specialist: EnvironmentalBuy
Ventus 2 VCT PLC D SHS 25P14.2926.42-131.20-8.54-VCT Specialist: EnvironmentalBuy
Ventus VCT PLC Ord 25P7.7354.23103.96112.20-6.427.62VCT Specialist: EnvironmentalBuy
Ventus VCT PLC C SHS 25P11.4152.01107.78131.20-7.776.61VCT Specialist: EnvironmentalBuy
Ventus VCT PLC D SHS 25P14.2926.42-130.40-7.98-VCT Specialist: EnvironmentalBuy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Join interactive investor

  • £22.50 fixed quarterly charge includes £22.50 in trading credits
  • £10 per trade or £6 for frequent traders
  • No % platform fees
  • £1 per trade for regular investment or dividend reinvestment

Open an account