TB Guinness Global Energy Fund I Acc

TB Guinness Global Energy Fund I Acc
T. Bailey Fund Services Limited
Unit Trust
0.95 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.1 %
The objective of the Fund is to achieve long term capital growth primarily from a portfolio of companies engaged in the oil and gas sector, energy generation and transmission. Additionally, the Fund may invest in companies seeking to develop and exploit new energy technologies, and companies that service the energy sector.
Holding %
Enbridge Inc 4.06 %
Valero Energy Corp 4.06 %
Canadian Natural Resources Ltd 4.03 %
Gazprom PJSC ADR 4.00 %
Suncor Energy Inc 4.00 %
ConocoPhillips 3.98 %
Chevron Corp 3.97 %
BP PLC 3.97 %
Omv AG 3.96 %
Equinor ASA 3.96 %
Region %
United States 35.45 %
Canada 21.03 %
Eurozone 15.86 %
United Kingdom 9.62 %
Asia - Emerging 7.62 %
Europe - ex Euro 6.31 %
Sector %
Energy 99.03 %
T. Bailey Fund Services Limited
NG1 6FJ, Nottingham, United Kingdom
Legal Structure
Unit Trust


Richard Hulf
Joined 06/01/2011

Richard manages the Artemis Global Energy Fund alongside John Dodd. With an MSc in petroleum engineering from Imperial College, he worked for Exxon and Enterprise Oil, then in 1997 became an oil analyst at Henderson Crosthwaite. He went on to Ernst & Young to work in energy corporate finance, before a period at the specialist investment bank Simmons & Co. Then Richard set up Hulf Hamilton, an independent oil & gas consultancy which provided research to Artemis and others. He joined Artemis in June 2011.

John Dodd
Joined 04/21/2011

John co-manages the Artemis Global Energy Fund and Artemis Alpha Trust plc. A co-founder of the firm in 1997, he is chairman of the partnership's management committee. Previously, John was senior investment manager of UK smaller companies at Ivory & Sime. He ran the Artemis UK Smaller Companies Fund from its launch in April 1998 until December 2010.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.