COPUGX Utilities Portfolio


The Utilities Trust seeks to provide a high level of income with a secondary objective of capital growth.

Strategy Description

Under normal circumstances, the trust invests at least 80% of the value of its assets in stocks classified as being in the utilities sector by the Global Industry Classification Standard (“GICS”). The trust invests in companies across the utilities sector including integrated electric, pipeline and gas distribution companies. The sponsor selects stocks for the trust that it believes have the potential to achieve the trust’s investment objective.

Summary Data

Label Value
Series Series 31
Asset Class
Investment Strategy/Goal
Investment Type/Style