Investment objective

To achieve a return comprising both income and capital growth by investing in a portfolio of primarily global infrastructure securities such as toll roads, airports, communication assets, transport assets and utilities

Investor profile

Risk-tolerant investors with an investment horizon of at least 5 years seeking long-term income and capital growth

Investment strategy

The fund seeks to achieve its objective by adopting a systematic, fundamentals-based approach to identifying long-term potential value in infrastructure issuers which aims to outperform investments made on the basis of short-term market factors

Risks specific to the fund

• Industry concentration and infrastructure risks
• Through-put risk
• Unlisted infrastructure funds risk
• Conflicts of interest risk
• Embargo risk

Download fund factsheet (PDF)