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-9.1716.82-27.6641.591.19Buy
Ashburton Global Energy R Acc USD-15.565.76-47.91-Buy
Ashburton Global Energy D Acc USD-15.107.50-47.91-Buy
Ashburton Global Energy I USD-14.898.28-47.91-Buy
Ashburton Global Energy I Acc GBP-20.3626.65-47.91-Buy
Ashburton Global Energy D Acc GBP-20.5525.73-47.91-Buy
BlackRock Natural Resources Growth & Income D Acc2.1534.1227.0957.442.42Buy
CF Canlife Global Resource C-12.3324.21-13.520.25Buy
Carmignac Portfolio Commodities F GBP Acc Hdg2.1113.306.18738.60-Buy
Carmignac Portfolio Commodities W GBP Acc7.5524.5314.58738.60-Buy
First State Global Resources B GBP Acc1.3226.29-4.28451.921.30Buy
Guinness Global Energy X GBP-12.2310.247.63263.77-Buy
Investec Enhanced Natural Resources I Acc GBP-4.6527.7111.5884.461.37Buy
Investec Global Energy I Acc GBP-15.695.68-10.1065.972.08Buy
JPM Natural Resources C Acc3.7029.51-15.01699.440.59Buy
JPM Natural Resources B Acc3.4428.55-16.08699.440.39Buy
MFM Junior Oils Trust P-12.45-23.78-51.7911.05-Buy
T. Rowe Price Global Natural Resources Equity C Acc---1.83-Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
BlackRock GF New Energy D4RF GBP17.0546.4584.971,223.63-Buy
BlackRock GF World Energy D4RF GBP-10.827.913.882,281.54-Buy
BlackRock GF World Mining D4RF GBP13.3032.54-20.095,939.30-Buy
BlackRock Natural Resources Growth & Income D Inc2.1734.1727.1557.442.44Buy
Investec Global Energy I Inc GBP-15.695.76-10.0165.972.13Buy
JPM Natural Resources C Inc3.7129.48-15.06699.440.61Buy
Pictet Clean Energy I dy GBP18.8537.9786.76739.44-Buy
Pictet Water I dy GBP17.3858.70105.044,858.68-Buy
Schroder ISF Global Energy C Dis GBP-22.78-8.08-34.04550.200.29Buy
Smith & Williamson Global Gold & Resources B Inc-13.8932.02-30.7744.00-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Baker Steel Resources Trust56.2541.70-47.60-11.9749.70Buy
Bluefield Solar Income Limited11.0732.58-5.93107.85Buy
Foresight Solar Limited6.9622.68-1.38105.30Buy
Geiger Counter Ord36.0014.61-17.747.1923.79Buy
Greencoat UK Wind PLC ORD 1P7.4033.38-11.07109.30Buy
Greencoat Renewables PLC ORD EUR0.01-----Buy
Premier Global Infrastructure Trust PLC Ord 1P-1.315.44115.31-6.87158.91Buy
Premier Global Infrastructure Trust PLC Securities 2020 ZDP 1P2.65--5.95109.49Buy
RDP Global Resources Investment Trust PLC Ord 1P66.00-56.77--49.8120.67Buy
The Renewables Infrastructure Group Limited Ord GBP4.8026.67-6.06100.60Buy
Tiger Resource Finance PLC Ord 0.1P28.87-48.45-69.15-39.760.83Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Amundi ETF MSCI Europe Energy GBP10.7312.8252.1836.62GBXCommodity & EnergyBuy
Boost Brent Oil ETC31.799.68--USDCommodity & EnergyBuy
Boost Natural Gas ETC-19.07-39.91--USDCommodity & EnergyBuy
Boost Natural Gas 2x Leverage Daily ETP-38.46-69.07-95.86-USDCommodity & EnergyBuy
Boost Natural Gas 2x Short Daily ETP30.3384.39201.33-USDCommodity & EnergyBuy
Boost Natural Gas 3x Leverage Daily ETP-55.70-86.25-99.61-USDCommodity & EnergyBuy
Boost Natural Gas 3x Short Daily ETP37.56105.74149.48-USDCommodity & EnergyBuy
Boost Wti Oil ETC22.56-0.23--USDCommodity & EnergyBuy
DB WTI Crude Oil Booster23.010.10-44.68-61.50USDCommodity & EnergyBuy
DB X-Trackers STOXX Europe 600 Oil & Gas UCITS ETF 1C GBP7.1010.1849.4329.23GBPCommodity & EnergyBuy
DB X-Trackers Stoxx Europe 600 Basic Resources UCITS ETF 1C GBP14.9118.0454.2121.76GBPCommodity & EnergyBuy
ETFS 1x Daily Short Brent Crude USD-25.80-13.98-6.0236.77USDCommodity & EnergyBuy
ETFS 1x Daily Short Natural Gas USD17.0442.54102.8661.23USDCommodity & EnergyBuy
ETFS 1x Daily Short WTI Crude Oil USD-21.32-7.1712.0439.99USDCommodity & EnergyBuy
ETFS 2x Daily Long Brent Crude USD65.2210.07-73.44-90.88USDCommodity & EnergyBuy
ETFS 2x Daily Long Gasoline USD56.42-4.22-57.31-84.46USDCommodity & EnergyBuy
ETFS 2x Daily Long Heating Oil USD71.5513.23-62.05-84.76USDCommodity & EnergyBuy
ETFS 2x Daily Long Natural Gas USD-38.46-67.78-94.81-96.56USDCommodity & EnergyBuy
ETFS 2x Daily Long Petroleum USD59.083.01-72.31-89.01USDCommodity & EnergyBuy
ETFS 2x Daily Long WTI Crude Oil USD45.88-6.95-83.41-92.63USDCommodity & EnergyBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Solar & Infrastructure VCT PLC D-3.00--97.50-0.51-VCT Specialist Environmental Pre QualifyBuy
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 0.1P4.6513.8483.84116.40-8.514.69VCT 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 0.1P4.8526.3985.13115.50-7.794.69VCT Specialist EnvironmentalBuy
Ventus 2 VCT PLC Ord 25P15.0250.08102.1378.20-7.936.94VCT Specialist EnvironmentalBuy
Ventus 2 VCT PLC C SHS 25P18.4049.59108.41132.50-8.306.58VCT Specialist EnvironmentalBuy
Ventus 2 VCT PLC D SHS 25P14.8226.42-131.20-8.54-VCT Specialist EnvironmentalBuy
Ventus VCT PLC Ord 25P9.1349.5698.65112.20-8.207.77VCT Specialist EnvironmentalBuy
Ventus VCT PLC C SHS 25P18.4052.61108.60131.20-7.396.58VCT Specialist EnvironmentalBuy
Ventus VCT PLC D SHS 25P14.8226.42-130.40-7.98-VCT Specialist EnvironmentalBuy

Disclaimer

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