📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

High Yield Defensive Stocks

Options
1235789

Comments

  • Sue58
    Sue58 Posts: 288 Forumite
    Fourth Anniversary 100 Posts Name Dropper
    MonroeM said:
    Sue58 said:
    Sue58 said:
    I’m looking at SSE and other utilities such as NG and UU. However, does anybody know if there is a generic Utilities fund/IT or ETF that I could consider?
    EXH9?
    How do you compare past performance of EXH9 against the Ecofin Global Utilities and Infrastructure Investment Trust? Are they both relatively new funds?
    You go to Trustnet, then tools and then charting to compare both of these options. I would do it for you because I’m also interested to know but my phone is nearly out of charge. Sorry.
    Really sorry but I can’t seem to do this, it doesn’t seem to work for me. I must be doing something wrong?
  • Linton
    Linton Posts: 18,170 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Sue58 said:
    MonroeM said:
    Sue58 said:
    Sue58 said:
    I’m looking at SSE and other utilities such as NG and UU. However, does anybody know if there is a generic Utilities fund/IT or ETF that I could consider?
    EXH9?
    How do you compare past performance of EXH9 against the Ecofin Global Utilities and Infrastructure Investment Trust? Are they both relatively new funds?
    You go to Trustnet, then tools and then charting to compare both of these options. I would do it for you because I’m also interested to know but my phone is nearly out of charge. Sorry.
    Really sorry but I can’t seem to do this, it doesn’t seem to work for me. I must be doing something wrong?
    What doesnt work?

    To find EXH9 which I believe is "iShares STOXX Europe 600 Utilities UCITS ETF " look under ETFs and manager Blackrock Asset Management Deutchland AG not under iShares.

    Ecofin Global Utilities is an IT managed by Ecofin


  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    @Sue58 When you do manage to compare them. Let us know your thoughts. 
  • Sue58
    Sue58 Posts: 288 Forumite
    Fourth Anniversary 100 Posts Name Dropper
    Linton said:
    Sue58 said:
    MonroeM said:
    Sue58 said:
    Sue58 said:
    I’m looking at SSE and other utilities such as NG and UU. However, does anybody know if there is a generic Utilities fund/IT or ETF that I could consider?
    EXH9?
    How do you compare past performance of EXH9 against the Ecofin Global Utilities and Infrastructure Investment Trust? Are they both relatively new funds?
    You go to Trustnet, then tools and then charting to compare both of these options. I would do it for you because I’m also interested to know but my phone is nearly out of charge. Sorry.
    Really sorry but I can’t seem to do this, it doesn’t seem to work for me. I must be doing something wrong?
    What doesnt work?

    To find EXH9 which I believe is "iShares STOXX Europe 600 Utilities UCITS ETF " look under ETFs and manager Blackrock Asset Management Deutchland AG not under iShares.

    Ecofin Global Utilities is an IT managed by Ecofin


    Thank you Linton. I was looking under iShares so that was where I was going wrong.
  • DiggerUK said:
    So, what would you feed it, stewing steak, or prime stewing steak..._
    Golden nuggets. 
    Is that a ZZ Top song?
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    DiggerUK said:
    So, what would you feed it, stewing steak, or prime stewing steak..._
    Golden nuggets. 
    Is that a ZZ Top song?
    No a breakfast cereal that goes soggy when milk is added. 
  • Add VOD to the list. 6.5% yield and looks like they have turned the corner with today's results.
  • Sue58
    Sue58 Posts: 288 Forumite
    Fourth Anniversary 100 Posts Name Dropper
    edited 16 November 2020 at 2:52PM
    @Sue58 When you do manage to compare them. Let us know your thoughts. 
    Both have done well over the past three years. Although, Ecofin was only launched just over 4 years ago. The OCF is quite high at at 1.68 but I do like the diversity within the trust between utilities and renewables, whereas EXH9 is far too concentrated for my liking with the top three holdings being Iberdrola at 17.2%, Enel at 14.2% and National Grid at around 11% totally over 42 per cent in just three holdings!
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Sue58 said:
    @Sue58 When you do manage to compare them. Let us know your thoughts. 
    Both have done well over the past three years. Although, Ecofin was only launched just over 4 years ago. The OCF is quite high at at 1.68 but I do like the diversity within the trust between utilities and renewables, whereas EXH9 is far too concentrated for my liking with the top three holdings being Iberdrola at 17.2%, Enel at 14.2% and National Grid at around 11% totally over 42 per cent is just three holdings!
    EXH9 has suffered from the long slow decline of Centrica. That's my personal issue with highly concentrated ETF's.  You cannot avoid the crud. Knowing what the basket contains is essential. 
  • MonroeM
    MonroeM Posts: 174 Forumite
    Fourth Anniversary 100 Posts Combo Breaker
    Sue58 said:
    I’m looking at SSE and other utilities such as NG and UU. However, does anybody know if there is a generic Utilities fund/IT or ETF that I could consider?
    Ecofin Global Utilities and Infrastructure Trust. Targets yield of 4% on net assets. 
    Thanks for this suggestion Thrug, I have taken a look at their website and factsheet and it looks a good option to me.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.1K Banking & Borrowing
  • 253.2K Reduce Debt & Boost Income
  • 453.6K Spending & Discounts
  • 244.1K Work, Benefits & Business
  • 599.1K Mortgages, Homes & Bills
  • 177K Life & Family
  • 257.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.