Redwood Energy Credit Fund

  • CAD
  • USD
  • ETF
  • A
  • F
  • ETF

MANAGEMENT FEE

SERIES

FUNDSERV CODE

TICKER

THOMSON ONE TICKER

DISTRIBUTION YIELD

DISTRIBUTION FREQUENCY

  • OVERVIEW
  • DISTRIBUTIONS
  • FUND DOCUMENTS

The Approach

An active approach that combines top-down macro analysis and bottom-up fundamental research to identify and invest in fixed-income securities of North American issuers involved in the energy and energy-services sectors.

Why This Fund Is Relevant

  • The energy sector can be a source of significant growth potential and portfolio diversification, but the industry’s cyclicality and relatively high associated volatility prevents many investors from an allocation to energy equities.
  • Redwood Energy Credit Fund applies top-down macro and bottom-up fundamental approaches to invest in the fixed-income securities of North American energy-focused issuers. With a stable stream of monthly distributions and tactical rotation between sub-sectors, depending on the managers’ outlook, the Fund seeks to provide investors with the best of both worlds: the high-growth potential of energy assets and the lower relative volatility profile of fixed income assets.
  • The result: A lower-risk, higher-yielding way to gain portfolio diversification and exposure to future growth in the energy sector.

Quick Facts

  1. High-conviction portfolio of fixed-income securities issued by energy-focused businesses in North America
  2. A lower-volatility, higher-yielding way to access the potential growth of the energy sector
  3. Macro themes and rigorous fundamental credit analysis are combined to identify securities with the best opportunities for high, stable yield and total return
  4. Active risk management, with a focus on preservation of capital and an emphasis on asset value and margin of safety

Historical Performance

Calendar Performance

Performance

  • GROWTH OF $1,000
  • DAILY NAV

Daily NAV

Top Holdings

Sector Allocation

Country Allocation

Distributions

Fund Documents

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurance that the full amount of your investment in a fund will be returned to you. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.