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Portfolio Supplement

Energy transition commodities, in particular LNG, transcend geographic and economic borders, which could serve to diversify portfolio risk in today’s volatile political and financial climate

Nearly all major economies depend heavily on the trade and development of less carbon-intensive forms of energy, including natural gas/LNG, Renewables/EV, and hydrogen.

FAQ

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 6-10% annually, based on our backdated models.

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, 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.