- A modern and balanced approach, which invests beyond the traditional sphere of 'economic' infrastructure (utilities, energy, transport), diversifying into the 'social' (health, education, civic) and 'evolving' (communication, transactional, royalty) categories of the asset class.
- A disciplined strategy with a resolute focus on dividend growth to deliver on the fund's objective of providing a rising income stream.
- A potential diversifier for our clients' portfolios by benefiting from the favourable characteristics of listed infrastructure, namely premium yield and lower volatility relative to global equities, while capturing the growth opportunities in the asset class.
For any past performance mentioned below, please note that past performance is not a guide to future performance.The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.The fund holds a relatively small number of investments and, as a result, may experience larger price rises and falls than a fund which holds a larger number of investments.