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Ecofin Open End Funds
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2 Insights Results

Michelle Kelly, Managing Director - Tortoise Capital - Fox Business News Interview

http://tortoiseecofin.com/resources/insights/tortoise-tv/michelle-kelly-managing-director-tortoise-capital-fox-business-news-interview/
Tortoise President Gary Henson discussed essential assets investing opportunities in this video interview with Investment News.

http://tortoiseecofin.com/resources/insights/tortoise-tv/gary-henson-essential-assets-opportunities-with-investment-news/

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10 of 25 General Results

Inframation News interviewed Managing Director Jeremy Goff on Tortoise's social infrastructure strategy

http://tortoiseecofin.com/resources/in-the-news/inframation-news-interviewed-managing-director-jeremy-goff-on-tortoises-social-infrastructure-strategy/
U.S. News and World Report interviewed Portfolio Manager Matt Sallee about the MLP sector

http://tortoiseecofin.com/resources/in-the-news/us-news-and-world-report-interviewed-portfolio-manager-matt-sallee-about-the-mlp-sector/
Investing News interviewed Portfolio Manager Brian Kessens on how trade discussions are impacting crude oil prices

http://tortoiseecofin.com/resources/in-the-news/investing-news-interviewed-portfolio-manager-brian-kessens-on-how-trade-discussions-are-impacting-crude-oil-prices/
Portfolio manager Brian Kessens discussed oil prices in the U.S. News and World Report

http://tortoiseecofin.com/resources/in-the-news/portfolio-manager-brian-kessens-discussed-oil-prices-in-the-us-news-and-world-report/
Portfolio Manager Rob Thummel was quoted in a U.S. News and World Report article discussing production in the Permian Basin

http://tortoiseecofin.com/resources/in-the-news/portfolio-manager-rob-thummel-was-quoted-in-a-us-news-and-world-report-article-discussing-production-in-the-permian-basin/
Senior PM Rob Thummel discussed the energy sector on Fox Business

http://tortoiseecofin.com/resources/in-the-news/4-23-2019-rob-thummel-fox-business-news-making-money-with-charles-payne/
US News and World Report interviewed Senior Portfolio Manager Rob Thummel on investing in energy companies

http://tortoiseecofin.com/resources/in-the-news/us-news-and-world-report-interviewed-senior-portfolio-manager-rob-thummel-on-investing-in-energy-companies/
FIN NEWS highlighted Michelle Johnston’s CFO announcement

http://tortoiseecofin.com/resources/in-the-news/fin-news-highlighted-michelle-johnston-s-cfo-announcement-7222019/
Senior Portfolio Manager Rob Thummel discussed ways to invest in midstream energy in U.S. News and World Report

http://tortoiseecofin.com/resources/in-the-news/senior-portfolio-manager-rob-thummel-discussed-ways-to-invest-in-midstream-energy-in-us-news-and-world-report-81219/
Rob Thummel discussed the attack on Saudi Arabia oil fields on Fox Business News

http://tortoiseecofin.com/resources/in-the-news/rob-thummel-discussed-the-attack-on-saudi-arabia-oil-fields-on-fox-business-news-9162019/

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Insights Results

Showing 2 of 2

Michelle Kelly, Managing Director - Tortoise Capital - Fox Business News Interview

http://tortoiseecofin.com/resources/insights/tortoise-tv/michelle-kelly-managing-director-tortoise-capital-fox-business-news-interview/
Tortoise President Gary Henson discussed essential assets investing opportunities in this video interview with Investment News.

http://tortoiseecofin.com/resources/insights/tortoise-tv/gary-henson-essential-assets-opportunities-with-investment-news/

Showing 2 of 2

General Results

Showing 10 of 25

Inframation News interviewed Managing Director Jeremy Goff on Tortoise's social infrastructure strategy

http://tortoiseecofin.com/resources/in-the-news/inframation-news-interviewed-managing-director-jeremy-goff-on-tortoises-social-infrastructure-strategy/
U.S. News and World Report interviewed Portfolio Manager Matt Sallee about the MLP sector

http://tortoiseecofin.com/resources/in-the-news/us-news-and-world-report-interviewed-portfolio-manager-matt-sallee-about-the-mlp-sector/
Investing News interviewed Portfolio Manager Brian Kessens on how trade discussions are impacting crude oil prices

http://tortoiseecofin.com/resources/in-the-news/investing-news-interviewed-portfolio-manager-brian-kessens-on-how-trade-discussions-are-impacting-crude-oil-prices/
Portfolio manager Brian Kessens discussed oil prices in the U.S. News and World Report

http://tortoiseecofin.com/resources/in-the-news/portfolio-manager-brian-kessens-discussed-oil-prices-in-the-us-news-and-world-report/
Portfolio Manager Rob Thummel was quoted in a U.S. News and World Report article discussing production in the Permian Basin

http://tortoiseecofin.com/resources/in-the-news/portfolio-manager-rob-thummel-was-quoted-in-a-us-news-and-world-report-article-discussing-production-in-the-permian-basin/
Senior PM Rob Thummel discussed the energy sector on Fox Business

http://tortoiseecofin.com/resources/in-the-news/4-23-2019-rob-thummel-fox-business-news-making-money-with-charles-payne/
US News and World Report interviewed Senior Portfolio Manager Rob Thummel on investing in energy companies

http://tortoiseecofin.com/resources/in-the-news/us-news-and-world-report-interviewed-senior-portfolio-manager-rob-thummel-on-investing-in-energy-companies/
FIN NEWS highlighted Michelle Johnston’s CFO announcement

http://tortoiseecofin.com/resources/in-the-news/fin-news-highlighted-michelle-johnston-s-cfo-announcement-7222019/
Senior Portfolio Manager Rob Thummel discussed ways to invest in midstream energy in U.S. News and World Report

http://tortoiseecofin.com/resources/in-the-news/senior-portfolio-manager-rob-thummel-discussed-ways-to-invest-in-midstream-energy-in-us-news-and-world-report-81219/
Rob Thummel discussed the attack on Saudi Arabia oil fields on Fox Business News

http://tortoiseecofin.com/resources/in-the-news/rob-thummel-discussed-the-attack-on-saudi-arabia-oil-fields-on-fox-business-news-9162019/

Showing 10 of 25

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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.

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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

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