Powering Growth with Global Utility Opportunities
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The Gabelli Utility Trust is a closed-end, diversified management investment company. Investments will be made primarily in foreign and domestic companies involved in providing products, services, or equipment for the generation or distribution of electricity, gas, water, solar, and telecommunications services.
The Fund’s primary objective is long-term growth of capital and income.
Our Team: Led by Portfolio Manager and CIO, Mario Gabelli, CFA, and supported by a dedicated team of Portfolio Managers that have expertise in the utilities, industrial, and technology spaces.
Global Exposure: This fund provides access to a diverse range of opportunities both in and out of the United States.
Simon T. Wong covers the energy sector. He began his investment career at G.research (formerly Gabelli & Company) in 1997 as a specialty chemical analyst and subsequently became a generalist at Olstein Funds (now Olstein Capital Management), Lucid Asset Management, and Boyar Asset Management. Simon graduated from UCLA with a B.A. in Economics and received… More
Timothy Winter, CFA, is a portfolio manager of The Gabelli Utilities Fund, The Gabelli Utilities Trust and The Gabelli Global Utility & Income Trust and a research analyst covering the utilities industry. He joined the firm in 2009 and has over 25 years of industry experience. Previously he served over 15 years as research analyst… More
Supported by a centralized team of 30+ sector-focused analysts supporting Growth and Value portfolios
A graphical measurement of a portfolio’s net return that simulates the performance of an initial investment of $10,000 over the given time period.
| Symbol | Company | Sector | Portfolio |
|---|
Gross Expense Ratio
1.59%
Net Expense Ratio
1.59%
Maximum Sales Charge
0.00%
