The investment seeks to provide investors with current income and, as a secondary objective, capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the debt securities of MLPs and energy infrastructure industry companies. It may invest in MLPs and energy infrastructure companies of all market capitalization ranges. The fund will invest principally in debt securities issued by MLPs and energy infrastructure companies. Its debt investments may include high yield debt securities. The fund is non-diversified.
Fund filings (PDF) »
Brian Watson (Started: Dec 30, 2011)
Sean Wells (Started: Mar 28, 2013)
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