Edison Releases Insight on Utilico Emerging Markets Trust

On April 24, 2025, Edison Investment Research published a report on Utilico Emerging Markets Trust (UEM). The trust is co-managed by Charles Jillings and Jacqueline Broers. Both managers express confidence in the trust's portfolio quality. Despite their optimism, they remain cautiously observant due to global growth concerns linked to US trade policies under President Trump.

UEM is strategically focused on high-quality, cash-generative utility and infrastructure assets, which positions it well in the current economic climate. The emerging markets offer promising growth and are valued lower compared to developed markets. Since its inception in 2005, UEM has consistently outperformed the MSCI Emerging Markets Index, achieving a compound annual growth rate of 8.8% up to March 2025.