Overview
- Jennison has been a pioneer in utility investing managing one of the largest US utility mutual fund strategies since the 1990s
- Broader definition of the universe enables us to invest in traditional, regulated utility companies, but also incorporates a broader universe to include midstream infrastructure, telecom services/infrastructure companies
Characteristics & Performance
| Composite Inception | 7/31/1994 |
|---|---|
| Strategy AUM | $3.2 Billion as of 3/31/25 |
| Benchmark | S&P Composite 1500 Utilities Index |
| Holdings Range | Typically 30 – 50 |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
Available Vehicles
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
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