Chelston Park Energy & Natural Resource Hedge Fund
The Fund’s investment objective is to achieve maximum capital appreciation by investing primarily in a diversified portfolio of equity and equity related securities of small and medium-sized business entities in a range of energy-related industries including oil and gas exploration and production, servicing and drilling, the power generation market, including coal, liquefied natural gas, nuclear and electricity, and alternative energy-related projects including fuel cell, power generation and wind power projects, as well as other related natural resource sector industries.
Performance
| Latest 5.16.2013 | Previous 5.9.2013 | Change ($) | Month's End 4.30.2013 | Month-to-Date |
|---|---|---|---|---|
| $8.8255 | $9.2295 | -0.4040 | $8.8931 | -0.7% |
The Fund will maintain a specific investment focus and will endeavour to manage the Portfolio by focusing on the purchase of equity and equity-related securities of business entities in the energy and natural resource area. Capital growth will be targeted through the selection and strategic trading of both long and short positions in equity, debt and derivative securities.
Please contact Front Street Private Bank (Barbados) for additional information.
Value Added Monthly Index (VAMI) Since Inception
| 1 month | Year-to-Date | 1 year | 3 year | 5 year | 10 year | CAGR |
|---|---|---|---|---|---|---|
| -11.0% | -17.0% | -24.2% | -18.7% | N/A | N/A | -2.9% |
Portfolio
Sector Allocation
as at 3/31/2013
Top Ten Holdings
as at 3/31/2013; listed alphabetically
AG GROWTH INTL INC - BOND
BANK OF AMERICA CORP
CENOVUS ENERGY
ECOSYNTHETIX INC
GASFRAC ENERGY SVCS - BOND
GRIFFITHS ENERGY
LUNDIN MINING CORP
PAREX RESOURCES
POTASH RIDGE CORP
SUNCOR ENERGY INC
Recent News
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