Maple-Brown Abbott Global Listed Infrastructure Fund
About this Fund
|FUND MANAGER||Maple-Brown Abbott|
|INVESTMENT STYLE||The Fund is an actively managed, high conviction fund that invests in global listed infrastructure equities.|
|INVESTMENT PROFILE||Our investment objective for this Fund is to outperform the Benchmark over rolling 5 year periods.|
|CURRENCY MANAGEMENT||Active Management|
|BENCHMARK||OECD Total Inflation Index plus 5.5% per annum|
|FUND SIZE||OECD Total Inflation Index plus 5.5% per annum|
|NO. OF HOLDINGS||25-35|
|FEES||0.98% p.a. of the NAV of the Fund|
Benefits of investing in the Maple-Brown Abbott Global Listed Infrastructure Fund
The Fund offers a number of significant benefits:
High risk of short term loss
The Fund is suitable for investors who:
The Fund is an actively managed, high conviction fund that invests in global listed infrastructure equities either directly in their locally domiciled market, or indirectly through Depository Receipts (DRs). Generally the companies we invest in have a market capitalisation greater than US$500 million. We may also invest in hybrid or debt securities issued by infrastructure entities, or in unlisted equities provided that they are expected to be listed within 3 months from the date of investment.
The Maple-Brown Abbott Global Listed Infrastructure Fund is an actively managed fund that invests in global listed infrastructure securities with a focus on regulated, contracted and concession assets or networks that provide essential services. These infrastructure assets typically deliver lower volatility and higher earnings stability as well as higher inflation protection compared with broader global equities.
Stocks are selected using our well established investment process based on rigorous research.
Our bottom-up stock selection approach is based on detailed analysis prepared by our experienced investment team, with all investment decisions based on research prepared using internal forecasts and analysis.
We consider a narrower range of "core infrastructure assets compared to many other fund managers and infrastructure indices. Attributes that we believe are important in infrastructure companies include a strong strategic position within the economy in which they operate, inflation protection, low volatility and a high level of corporate governance.
How we invest your money
(Asset: Minimum / Maximum / Neutral)
Our normal position with regard to foreign exchange exposure is to remain unhedged, though from time to time we may hedge foreign exchange exposures. Typically this would be done through forward foreign exchange contracts and/or options.