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Ecofin Open End Funds
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7 General Results

Insights & Video

http://oef.tortoiseecofin.com/resource-center/insights-video/
Insights & Video

http://etp.tortoiseecofin.com/resource-center/insights-video/
Fund Insights

http://ucits.tortoiseadvisors.com/resource-center/fund-insights/
Insights

http://tortoiseecofin.com/resources/insights/
Fund Insights

http://uk.tortoiseadvisors.com/resource-center/fund-insights/
Insights & Video

http://intervalfunds.tortoiseadvisors.com/resource-center/insights-video/
Insights

http://www.ecofininvest.com/resources/insights/

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Showing 7 of 7

Insights & Video

http://oef.tortoiseecofin.com/resource-center/insights-video/
Insights & Video

http://etp.tortoiseecofin.com/resource-center/insights-video/
Fund Insights

http://ucits.tortoiseadvisors.com/resource-center/fund-insights/
Insights

http://tortoiseecofin.com/resources/insights/
Fund Insights

http://uk.tortoiseadvisors.com/resource-center/fund-insights/
Insights & Video

http://intervalfunds.tortoiseadvisors.com/resource-center/insights-video/
Insights

http://www.ecofininvest.com/resources/insights/

Showing 7 of 7

Legal Information
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UK Privacy Notice

Code Of Ethics

TCA Advisors is the adviser to the Fund and Ecofin Advisors Limited is the sub-adviser. Primary responsibility for the day-to-day management of the Fund’s portfolio is the joint responsibility of Matthew Breidert and Michel Sznajer, both of the Sub-Adviser. Mr. Breidert is a Senior Portfolio Manager of the Sub-Adviser. Mr. Sznajer is a Portfolio Manager of the Sub-Adviser. Each portfolio manager has managed the Fund since its inception in August 2020. Mr. Breidert and Mr. Sznajer were portfolio managers of the Predecessor Fund since its inception in 2015 and since joining the firm in 2016, respectively.

The fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectus contains this and other important information about the fund and may be obtained by calling 855-822-3863 or visiting www.ecofininvest.com. Read it carefully before investing.

Mutual fund investing involves risk. Principal loss is possible. The fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the fund is more exposed to individual stock volatility than a diversified fund. Investing in specific sectors such as energy infrastructure and renewable energy infrastructure may involve greater risk and volatility than less concentrated investments. If for any taxable year the Fund fails to qualify as a RIC, the Fund’s taxable income will be subject to federal income tax at regular corporate rates. The resulting increase to the Fund’s expenses will reduce its performance and its income available for distribution to shareholders. Investments in foreign companies involve risk not ordinarily associated with investments in securities and instruments of U.S. issuers, including risks related to political, social and economic developments abroad, differences between U.S. and foreign regulatory and accounting requirements, tax risk and market practices, as well as fluctuations in foreign currencies. These risks are greater for investments in emerging markets. The fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility than larger companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The fund may also invest in derivatives including options, futures and swap agreements, which can be highly volatile, illiquid and difficult to value, and changes in the value of a derivative held by the fund may not correlate with the underlying instrument or the fund’s other investments and can include additional risks such as liquidity risk, leverage risk and counterparty risk that are possibly greater than risks associated with investing directly in the underlying investments.

Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.

Nothing on this website should be considered a solicitation to buy or an offer to sell any shares of the fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Nothing contained in this communication constitutes tax, legal or investment advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

Quasar Distributors, LLC, distributor

NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

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