Yorkville MLP Distribution Growth Leaders Alpha Index

The Yorkville MLP Distribution Growth Leaders Alpha Index is a fundamentally driven investment strategy designed to track the performance of 25 MLPs delivering the highest quality distribution growth. The index is equal-weighted and UCITS compliant.

Performance
 

+ Since: 3/31/2008

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkville MLP Distribution Growth Leaders Alpha Index YGMLA 2.3%2.9%2.9%2.8%
Yorkville MLP Universe IndexYMLPU0.0%2.0%2.0%0.9%
S&P 500SPX0.0%1.6%1.6%11.0%

* Annualized Total Returns as of 7/14/2017

The Yorkville MLP Distribution Growth Leaders Alpha Index gained 5.8% for the first quarter of 2017. YGMLA meaningfully outperformed the Alerian MLP Index (“AMZX Index”), which returned 3.9% as MLPs with above average distribution growth have come back into favor with MLP investors.

Sector Breakdown*
 
Portfolio Characteristics*
Yield  5.8%
# of Constituents  25
Market Capitalization (Total)  #VALUE!
Market Capitalization (Average)  #VALUE!
Market Capitalization (Median)  #VALUE!

* as of 7/14/2017

Attribution Analysis

Stability Score*

1st Quarter 2017

10.0

Growth Score*

1st Quarter 2017

14.4%

100% of the holdings in the Yorkville MLP Distribution Growth Leaders Alpha Index (YGMLA) either increased or maintained their distributions in the first quarter of 2017 versus the prior year (1Q16). On average, the holdings produced year-over-year distribution growth of +14.2%. As of March 31, 2017, YGMLA held 11 MLPs which increased distributions by more than 10% year-over-year.

Total Return Contribution by Sector*

 

All of the MLP sectors represented in the YGMLA contributed positive total returns for the first quarter 2017. Refined Product Pipelines and Natural Gas Pipelines were the leading sectors for the first quarter 2017, contributing gains of 150 basis points apiece to the YGMLA’s total return.

Top Holdings*
Teekay LNG Partners LP  4.3%
EQT Midstream Partners LP  4.3%
Spectra Energy Partners LP  4.2%
GasLog Partners LP  4.2%
Tallgrass Energy Partners LP  4.2%
TC PipeLines LP  4.2%
Enterprise Products Partners LP  4.2%
Western Gas Partners LP  4.1%
VTTI Energy Partners LP  4.1%
MPLX LP  4.1%
Reports

Index Methodology

Fact Sheet

Attribution Analysis

Webinar