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Should you be investing in utilities across emerging markets?


Utilico Emerging Markets [LON:UEM] Trust Deputy Portfolio Manager Jon Groocock explains how the fund has consistently beaten the market by making investments in utilities across the emerging markets.

The Utility sector covers all the household services you would expect; water, sewage, gas, electricity connection and all the players in the value chain from transmission to generation.

Jon explains the intrinsic characteristics that make the utilities so attractive to investors and how the Energy Transition Megatrend across the emerging markets will deliver significant share price drivers for these companies.

About Jon Groocock

Jon Groocock was a Telecoms equity analyst for several years before joining UEM 12 years ago and EM utilities is now his area of investment expertise.

About the Utilico Investment Trust

UEM is a London Stock Exchange-listed Investment Trust investing principally in listed companies in emerging markets in the infrastructure space – utilities, transport and digital.

The Utilico Emerging Markets Trust has delivered an annualised total return of 9.3% over 17 years, and currently pays a 3.8% dividend yield.

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This article does not constitute investment advice. Make sure you do your own research or consult a professional advisor.

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