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Tortoise North American Energy Infrastructure Fund

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Tortoise Capital Advisors is an investment manager specializing in listed energy investing. Tortoise is considered a pioneer in managing North American energy funds and accounts for individual and institutional investors, with a focus on energy infrastructure investing. Our products include energy funds, including U.S. publicly traded closed-end funds, mutual funds, private funds as well as separate accounts. For additional information, please call +1 844 822 4685 or email info@tortoiseadvisors.com.

The data and comments are provided solely for subscriber information and have no contractual value. Information on this website is qualified in its entirety by the content of the prospectus, KIID, articles of incorporation, annual and semi-annual reports which can be obtained free of charge here or email info@tortoiseadvisors.com.

Diversification does not assure a profit or protect against a loss in a declining market.

Investing involves risk. Principal loss is possible. The strategy will be primarily invested in the energy sector and its performance may be more volatile than if it were broadly diversified over industries and sectors. Companies in the energy industry are subject to many risks including, but not limited to, risks associated with owning and/or operating energy infrastructure assets, as well as capital markets, terrorism, natural disasters, climate change, operating, regulatory, environmental, supply and demand, and price volatility risks. The strategy invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility than larger companies. Such investments may be subject to liquidity risk adversely impacting the strategy’s ability to sell particular securities at advantageous prices or in a timely manner. Equity securities may fluctuate in response to the activities of an individual company or in response to general market and/or economic conditions, and include the possibility of sudden or prolonged market declines. Variations in the exchange rates between the base currency of the strategy’s underlying investments and the currencies of the Share classes may adversely affect the strategy’s performance. The strategy may experience material losses as a result of human error, system and/or process failures, inadequate procedures or controls. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. The fund is only offered to non-U.S. investors. The fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the fund. Read it carefully before investing.

Nothing contained on 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.

Certain marketing or sales-related support provided by Tortoise International S.à.r.l. d/b/a and certain of its affiliates.

Copyright © 2019 Tortoise. All Rights Reserved.

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