MLP & Energy Infrastructure Investment Options

MLP & Energy Infrastructure Investment Options

Invest in Real Assets for Income and Inflation Protection

MLP Total Return

Structure
Available as SMA, UMA or model delivery.

Inception
January 2003

Strategy Profile

MLP Quality Core

Structure
Available as SMA, UMA or model delivery.

Inception
January 2010

Strategy Profile

MLP Private Partnerships

For more information on Private Partnerships please contact Steven Russo, Senior Partner at (713) 952 3550 or srusso@eagleglobal.com

MLP Mutual Fund (EGLIX)

Structure
Mutual Fund

Inception
September 2022

Strategy Profile

The Eagle MLP Strategy Fund has been recognized with Lipper Fund Awards as the #1 Energy MLP Fund in 2024 (5-years) and 2023 (3-years).

The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Lipper Fund awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36,60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperfundawards.com.

Although LSEG Lipper and Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper and Refinitiv Lipper. LSEG Lipper Fund Awards, Ⓒ 2024 LSEG, All rights reserved. Used under license. Refinitiv Lipper Fund Awards, Ⓒ 2023 Refinitiv, All rights reserved. Used under license.

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Certain information contained herein has been obtained from third-party sources, and Eagle Global Advisors has not independently verified such information. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Eagle Global Advisors or any other person.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of terminology such as “may,” “will,” “should,” “expect,” “anticipate,” or other variations. Due to various risks and uncertainties, actual events or performance may differ materially from those reflected in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future.

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