Powering Income with Global Utility Investments and Consistent Returns
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The Gabelli Global Utility & Income Trust is a diversified , closed-end management investment company. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and income producing securities (such as governments) of domestic and foreign companies involved in the utilities industry and other industries that are expected to pay periodic dividends.
The Fund’s investment objective is to seek a consistent level of after-tax total return for its investors with an emphasis on tax advantaged dividend income under current tax law.
Capitalizing on Growing Energy Demand: As technology and Artificial I ntelligence (AI) continue to drive innovation, energy demand is set to surge. This fund targets companies in the utility and infrastructure sectors, positioned to benefit from the increasing energy needs driven by digital transformation and advancements in AI.
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
Hendi Susanto covers the technology sector with a focus on semiconductors, electronics, equipment, cybersecurity, IT infrastructure and software. He is a research analyst and co-portfolio manager of The Gabelli Global Mini Mites Fund. He joined the firm in 2007. Hendi spent his early career in supply chain management consulting and operations roles in the technology… 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 |
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Gross Expense Ratio
1.20%
Net Expense Ratio
1.20%
Maximum Sales Charge
0.00%
