What kind of investment returns might be attainable?
There will always be market volatility in any interim period, however, in the long run we expect that this strategy could gain an average of 8-12% annually. This is based on our backdated models and the current dividend yield of the portfolio, which averages over 8%.
LNG as a Hedge to Market Volatility
LNG transcends geographic and economic borders, which could serve to diversify portfolio risk in today’s volatile political and financial climate
Major economies, including China and Europe, depend heavily on LNG imports for energy security—as a result, continual development is paramount
Is there an initial minimum investment?
Yes, the minimum investment (cost basis) is $10,000 throughout the duration of the account
What are the fee structure and account details?
Each investor opens a brokerage account with our preferred broker (Interactive Brokers) and designates Ashland as the advisor. We then manage portfolio allocations in accordance with the strategy. The investor always maintains custody of their capital account.
As far as our fees, Qualified Clients may choose a performance-based structure with a management fee of only 0.5% annually with 20% profit share. Otherwise, the fee structure is a flat rate which ranges between 1.0% to 2.0%, depending on the account value—and is charged monthly in arrears. Please refer to the Fact Sheet for more details.
Ask us how you can add the LNG market to your portfolio.
LNG trade is seeing a structural tailwind from demand in developing Asia. Our valuation models, based on conservative...Read More