The Income portfolio, there were fewer big movers as the model portfolio advanced to a price return of 8.77% since its launch in mid-November of last year – dividends paid will have added at least another 2.5% to that price return. Yet again, the star performer was the global utilities and infrastructure fund Ecofin Global, which has been up 8% over the last month and 19% since the model portfolio launched. Ecofin. It helped that interest rates and 10-year bond yields rose in April, as did listed infrastructure stocks led by utilities, with low valuations and solid earnings reports. The fund reports that the global utility index and EGL’s NAV have now outperformed the MSCI World Index over three months, almost entirely owing to US constituents of the portfolio “which are beginning to be recognised as future beneficiaries of the datacentre and AI power needs” become obvious to investors. This defensive fund is now up 21% over the last six months.
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