ClearBridge RARE Infrastructure Wholesale Plus Value Fund - Hedged
About this Fund
|FUND MANAGER||ClearBridge Investments|
|INVESTMENT STYLE||The Fund will invest into the Underlying Fund, which is a portfolio of global infrastructure securities.|
|INVESTMENT PROFILE||The Fund aims to provide investors with regular and stable income, comprised of dividends, distributions and interest, plus capital growth.|
|BENCHMARK||An accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum|
|FUND SIZE||An accumulation index comprised of the OECD G7 Inflation Index plus 5.5% per annum|
|NO. OF HOLDINGS||30-60|
Benefits of investing in the ClearBridge RARE Infrastructure Wholesale Plus Value Fund - Hedged
An investment in the Fund has significant benefits including the following:
About the Fund
The Fund will invest into the ClearBridge RARE Infrastructure Value Fund - Hedged APIR TGP0008AU (Underlying Fund), which aims to provide investors with regular and stable income, comprised of dividends, distributions and interest, plus capital growth from a portfolio of global infrastructure securities while hedging the Underlying Fund's currency exposure back to Australian dollars (AUD).
How we invest your money
The Underlying Fund will hold a diverse range of global infrastructure securities across a number of infrastructure sub-sectors such as gas, electricity and water utilities, toll-roads, airports, rail and communication infrastructure and across geographic regions.
The Underlying Fund's targeted holdings will be diversified by sector and regional exposures generally in the proportions outlined below.
Asset Maturity Parameters