Shepherd Energy Portfolio

Shepherd Energy Portfolio - investing in energy


Shepherd Energy Portfolio is managed by Shepherd Energy AB which is under the supervision of Swedish Financial Authorities. The Portfolio is investing in standardized electricity derivatives traded at Nasdaq Commodities and gas derivatives traded at ICE.

Management of the Portfolio seeks to provide shareholders absolute, risk-adjusted return on invested capital in combination with one, over time, lower market risk than traditional equity funds. Traditional mutual funds are usually measured in relation to a share index. Shepherd Energy Portfolio has an absolute return objective, which means that the goal is to give positive return regardless of whether financial markets rise or fall. The yield goal is defined as a net return of 10-15% yearly, regardless of market developments and with limited risk.

Besides Shepherd Energy Portfolio, Shepherd Energy AB also offers a stand-alone gas portfolio, called Shepherd Energy gas portfolio, for those investors who only wish to have an exposure to the gas market.

The Porfolio is suitable for institutional investors, corporations and high net worth individuals seeking to invest in the European energy market. An investment in the Portfolio should be seen as a diversification to investments in traditional funds with equities and bonds. 

Disclaimer: Shepherd Energy is not registered with the CFTC as a Commodity Trading Advisor nor a member of the NFA as Shepherd Energy operates in reliance on the exemption from registration as a commodity trading advisor provided under Section 4(m)1 of the U.S. Commodity Exchange Act, as amended, and in accordance with CFTC Regulation 4.14(a)(10) and its services are not available to U.S. Persons.

Key Investor Information Document (KIID)

Value growth in Shepherd Energy Portfolio

Value growth in Shepherd Energy Gas Portfolio

Interview with responsible manager Arne Österlind