Oil Sands and Energy Mega-Projects Trust is a closed-end investment trust with a focus on providing monthly distributions and the potential for capital appreciation through exposure to energy-related and energy infrastructure securities.
The Trust invests in an actively managed portfolio of issuers participating in current and future development in the Canadian Oil Sands, the Mackenzie Gas Project, the Alaska Highway Pipeline Project, enhanced oil recovery projects and liquefied natural gas facilities, including those whose businesses are directly or indirectly related to oil and gas production, pipelines and infrastructure, services, construction and real estate.
Investors benefit in several key ways:
• Potential for strong total returns through capital appreciation by investing in mega-project securities with the potential for significant growth
• Active management of the Trust’s investments, which will include rotation of weightings within the mega-project sectors – producers, services, pipelines and infrastructure, construction and real estate.
The Trust meets the needs of investors who want to participate in the strong potential of the oil sands and energy mega-projects sector, while benefiting from diversification and professional management.
Average Annual Compound Returns - by Market Price (as of May 29, 2009) |
28.8% | 26.5% | 16.6% | -30.5% | -7.0% | n/a | -8.5% |
Annual Returns - by NAV
*Total return for the period April 17, 2006 to December 31, 2006.Annual Returns - by Market Price
*Total return for the period April 17, 2006 to December 31, 2006.