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 Acc8.6610.55-18.6440.681.06Buy
Ashburton Global Energy R Acc USD6.89-0.57-46.32-Buy
Ashburton Global Energy D Acc USD7.481.08-46.32-Buy
Ashburton Global Energy I USD7.741.81-46.32-Buy
Ashburton Global Energy I Acc GBP-1.2110.68-46.32-Buy
Ashburton Global Energy D Acc GBP-1.429.90-46.32-Buy
BlackRock Natural Resources Growth & Income D Acc5.5726.6025.9462.012.20Buy
Carmignac Portfolio Commodities W GBP Acc12.9424.2025.55637.45-Buy
First State Global Resources B GBP Acc5.7220.1411.01402.761.19Buy
Guinness Global Energy X GBP5.88-1.683.77261.59-Buy
Investec Enhanced Natural Resources I Acc GBP2.6020.4212.9479.201.37Buy
Investec Global Energy I Acc GBP-0.74-10.65-12.5862.791.96Buy
JPM Natural Resources C Acc12.6531.449.19726.471.19Buy
JPM Natural Resources B Acc12.3530.437.78726.470.96Buy
LF Canlife Global Resource C6.9419.8517.8513.42-Buy
MFM Junior Oils Trust P-13.01-30.11-49.929.62-Buy
T. Rowe Price Global Natural Resources Equity C Acc3.66--1.86-Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
BlackRock GF New Energy D4 GBP2.6830.0258.511,113.20-Buy
BlackRock GF World Energy D4 GBP4.63-1.50-1.571,802.99-Buy
BlackRock GF World Mining D4 GBP13.5229.900.336,122.32-Buy
BlackRock Natural Resources Growth & Income D Inc5.6126.6526.0262.012.21Buy
Investec Global Energy I Inc GBP-0.73-10.61-12.4962.791.99Buy
JPM Natural Resources C Inc12.6631.399.10726.471.18Buy
Pictet Clean Energy I dy GBP1.8413.2654.61766.38-Buy
Pictet Water I dy GBP1.3036.5768.354,436.02-Buy
Schroder ISF Global Energy C Dis GBP0.37-15.75-24.86471.100.29Buy
Smith & Williamson Global Gold & Resources B Inc-18.1125.67-1.9746.00-Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Amundi ETF MSCI Europe Energy GBP10.5424.1544.9643.25GBXCommodity & EnergyBuy
Boost Brent Oil ETC31.6845.03-14.47-USDCommodity & EnergyBuy
Boost Natural Gas ETC-13.79-25.16-57.99-USDCommodity & EnergyBuy
Boost Natural Gas 2x Leverage Daily ETP-30.43-50.34-89.03-USDCommodity & EnergyBuy
Boost Natural Gas 2x Short Daily ETP14.1932.0946.64-USDCommodity & EnergyBuy
Boost Natural Gas 3x Leverage Daily ETP-46.97-70.28-98.17-99.89USDCommodity & EnergyBuy
Boost Natural Gas 3x Short Daily ETP12.0630.27-7.75-22.74USDCommodity & EnergyBuy
Boost Wti Oil ETC31.7535.62-26.27-USDCommodity & EnergyBuy
ETFS 1x Daily Short Brent Crude USD-25.25-34.24-20.018.33USDCommodity & EnergyBuy
ETFS 1x Daily Short Natural Gas USD14.1924.4041.6593.07USDCommodity & EnergyBuy
ETFS 1x Daily Short WTI Crude Oil USD-26.08-31.33-8.9116.70USDCommodity & EnergyBuy
ETFS 2x Daily Long Brent Crude USD65.8391.44-55.09-85.56USDCommodity & EnergyBuy
ETFS 2x Daily Long Gasoline USD26.0754.62-47.30-78.62USDCommodity & EnergyBuy
ETFS 2x Daily Long Heating Oil USD37.2376.37-50.02-78.21USDCommodity & EnergyBuy
ETFS 2x Daily Long Natural Gas USD-35.59-53.29-87.13-97.55USDCommodity & EnergyBuy
ETFS 2x Daily Long Petroleum USD54.4277.09-55.72-84.06USDCommodity & EnergyBuy
ETFS 2x Daily Long WTI Crude Oil USD68.5272.06-67.62-89.47USDCommodity & EnergyBuy
ETFS 3x Daily Long Natural Gas USD-52.45-72.49--USDCommodity & EnergyBuy
ETFS 3x Daily Long WTI Crude Oil USD111.37106.63--USDCommodity & EnergyBuy
ETFS 3x Daily Short Natural Gas USD26.8444.94--USDCommodity & EnergyBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Solar & Infrastructure VCT PLC D-6.50--95.10-1.68-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 0.1P14.8120.7974.85116.00-2.594.42VCT 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 0.1P14.0232.9274.51114.90-2.524.46VCT Specialist: EnvironmentalBuy
Ventus 2 VCT PLC Ord 25P6.4049.98116.8978.20-11.137.19VCT Specialist: EnvironmentalBuy
Ventus 2 VCT PLC C SHS 25P10.5251.05104.17132.50-10.196.72VCT Specialist: EnvironmentalBuy
Ventus 2 VCT PLC D SHS 25P14.2926.42-131.20-8.54-VCT Specialist: EnvironmentalBuy
Ventus VCT PLC Ord 25P4.7159.71103.32112.20-7.317.69VCT Specialist: EnvironmentalBuy
Ventus VCT PLC C SHS 25P11.4557.14106.07131.20-8.546.67VCT 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.