Maple-Brown Abbott Global Listed Infrastructure Fund - Hedged
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100379-2024-02-01-02:32.pdf |
FUND MANAGER | Maple-Brown Abbott |
ASX Code | |
APIR | MPL0008AU |
ASSET CLASS | INFRASTRUCTURE |
INVESTMENT STYLE | The Fund is an actively managed, high conviction fund that invests in the Maple-Brown Abbott Global Listed Infrastructure Fund. |
INVESTMENT PROFILE | Our investment objective for this Fund is to outperform the Benchmark over rolling 5 year periods. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 18-12-2012 |
BENCHMARK | OECD Total Inflation Index plus 5.5% per annum |
FUND SIZE | OECD Total Inflation Index plus 5.5% per annum |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | 25-35 |
FEES | 1.00% p.a. of the NAV of the Fund |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Maple-Brown Abbott Global Listed Infrastructure Fund - HedgedThe Fund offers a number of significant benefits:
Risk levelHigh Investor suitabilityThe Fund is suitable for investors who:
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RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
Fund descriptionThe Maple-Brown Abbott Global Listed Infrastructure Fund - Hedged is an actively managed global listed infrastructure securities portfolio with a focus on regulated, contracted and concession assets or networks that provide essential services. We will substantially hedge all of the Fund's currency exposure back to Australian dollars. Currently, the Fund gains exposure to global listed infrastructure securities by purchasing units in the Maple-Brown Abbott Global Listed Infrastructure Fund. The underlying 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. |
Mandate
How we invest your moneyInvestment guidelines
Asset allocation
HedgingWe will substantially hedge all of the Fund's currency exposure back to Australian dollars. Typically this would be done through forward foreign exchange contracts and/or options. |