Managed Portfolio Series - Ecofin Global Energy Transition Fund (EETIX)
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Managed Portfolio Series - Ecofin Global Energy Transition Fund
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management information
,Lead manager since 14 October 2021
Mr. Max Slee joined the firm in 2010. He is a portfolio manager working on sustainable, impact and ESG strategies, both long only and long/short. Before joining the firm, Mr. Slee was a member of the clean energy team of the Clinton Foundation, a global non-profit organization founded by President Clinton, where he was involved in setting up and developing carbon capture & storage (CCS) projects around the world. Previously he was an investment banker at Lazard in London where he was a specialist in the energy sector, working on mergers and acquisitions. He earned a Bachelor of Arts degree from Brown University. 032521
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Morningstar category
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Fund overview
CategoryWorld Large-Stock Blend
Fund familyEcofin
Net assets34.6M
YTD return-12.96%
Yield0.00%
Morningstar ratingN/A1
Inception date14 Oct 2021
Fund operations
Last dividend0.18
Last cap gain-2.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseEETIXCategory average
Annual report expense ratio (net)0.90%0.95%
Prospectus net expense ratio0.90%N/A
Prospectus gross expense ratio1.42%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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