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 Acc1.17-32.86-36.1237.531.29Buy
BlackRock Natural Resources Growth & Income D Acc7.619.1517.4954.442.58Buy
Investec Enhanced Natural Resources I Acc GBP3.759.253.4585.281.16Buy
JPM Natural Resources C Acc13.76-6.80-18.42719.580.61Buy
JPM Natural Resources B Acc13.47-7.50-19.32719.580.40Buy
MFM Junior Oils Trust P6.53-52.93-51.8111.51-Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
BlackRock GF World Energy D4RF GBP-7.05-22.80-11.942,241.52-Buy
BlackRock Natural Resources Growth & Income D Inc7.649.2617.5854.442.58Buy
JPM Natural Resources C Inc13.76-6.85-18.49719.580.62Buy
Pictet Clean Energy I dy GBP17.3625.9077.98645.13-Buy
Schroder ISF Global Energy C Dis GBP-14.02-49.82-44.77542.900.34Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Baker Steel Resources Trust24.14-7.69-58.14-32.0853.00Buy
Bluefield Solar Income Limited18.1732.43-6.46104.26Buy
Foresight Solar Limited14.5327.91-4.70105.30Buy
Geiger Counter Ord3.85-23.58-46.71-6.0321.55Buy
Greencoat UK Wind PLC ORD 1P10.6131.57-10.29109.80Buy
Greencoat Renewables PLC ORD EUR0.01-----Buy
Premier Energy & Water Trust PLC Ord-2.273.24130.95-11.78180.80Buy
Premier Energy&Water Trust Securities PLC 2020 ZDP 1P5.13----Buy
The Renewables Infrastructure Group Limited Ord GBP9.2524.85-7.99100.10Buy
Tiger Resource Finance PLC Ord 0.1P33.33-49.09-62.77-30.691.01Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Amundi ETF MSCI Europe Energy GBP3.3515.967.9420.37GBXCommodity & EnergyBuy
Boost Brent Oil ETC-11.07-6.16--USDCommodity & EnergyBuy
Boost Natural Gas ETC-0.44-17.64--USDCommodity & EnergyBuy
Boost Natural Gas 2x Leverage Daily ETP-6.28-42.41-94.63-USDCommodity & EnergyBuy
Boost Natural Gas 2x Short Daily ETP-12.99-6.11115.28-USDCommodity & EnergyBuy
Boost Natural Gas 3x Leverage Daily ETP-15.95-65.58-99.44-USDCommodity & EnergyBuy
Boost Natural Gas 3x Short Daily ETP-24.55-26.6946.53-USDCommodity & EnergyBuy
Boost Wti Oil ETC-14.38-11.34--USDCommodity & EnergyBuy
DB WTI Crude Oil Booster-10.39-8.58-70.26-70.14USDCommodity & EnergyBuy
DB X-Trackers STOXX Europe 600 Oil & Gas UCITS ETF 1C GBP0.8111.656.5016.05GBPCommodity & EnergyBuy
ETFS 1x Daily Short Brent Crude USD8.76-2.1190.2474.74USDCommodity & EnergyBuy
ETFS 1x Daily Short Natural Gas USD-6.11-1.5174.1031.07USDCommodity & EnergyBuy
ETFS 1x Daily Short WTI Crude Oil USD11.860.66103.5585.32USDCommodity & EnergyBuy
ETFS 2x Daily Long Brent Crude USD-24.68-22.80-93.85-94.42USDCommodity & EnergyBuy
ETFS 2x Daily Long Gasoline USD-19.11-12.67-87.08-88.63USDCommodity & EnergyBuy
ETFS 2x Daily Long Heating Oil USD-15.26-14.54-87.48-90.37USDCommodity & EnergyBuy
ETFS 2x Daily Long Natural Gas USD-3.50-35.13-93.39-94.96USDCommodity & EnergyBuy
ETFS 2x Daily Long Petroleum USD-23.74-21.66-92.35-93.36USDCommodity & EnergyBuy
ETFS 2x Daily Long WTI Crude Oil USD-29.71-28.59-95.29-95.87USDCommodity & EnergyBuy
ETFS 3x Daily Long Natural Gas USD-11.58-57.75--USDCommodity & EnergyBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Solar & Infrastructure VCT PLC D---97.502.56-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 0.1P5.6320.5183.28116.40-7.654.65VCT 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 0.1P1.4116.2876.83115.50-10.824.85VCT Specialist EnvironmentalBuy
Ventus VCT14.0160.25137.27114.60-5.767.41VCT Specialist EnvironmentalBuy
Ventus VCT 214.6751.31187.0581.00-12.967.09VCT Specialist EnvironmentalBuy

Disclaimer

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