Maple-Brown Abbott Global Listed Infrastructure Fund - Hedged
About this Fund
|FUND MANAGER||Maple-Brown Abbott|
|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.|
|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||1.00% p.a. of the NAV of the Fund|
Benefits of investing in the Maple-Brown Abbott Global Listed Infrastructure Fund - Hedged
The Fund offers a number of significant benefits:
The Fund is suitable for investors who:
The 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.
How we invest your money
(Asset: Minimum / Maximum / Neutral)
We 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.