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Audience

Infrastructure stands tall in tumultuous year

26/09/2019

Heightened uncertainty has been the hallmark of the year so far, with the US-China trade war flaring up periodically and, in Europe, the Brexit process taking increasingly unexpected turns. Fears about the impact of a trade war on the global economy led to a surge in demand for government bonds, a situation further fuelled by pockets of weak macro data from Europe and the US.

In this note, Alex Araujo, fund manager highlights:

  • The opportunities in listed infrastructure, focusing on companies with the potential for long term growth, while capturing the defensive characteristics of the asset class.
  • The benefit of the fund's diversified approach, with positive contributions from the three categories of infrastructure: economic, social and evolving.
  • The performance of the fund over the year, and the benefit of providing downside protection in falling markets and participating in the upside during market rallies.

Please note, the value 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 and you may get back less than you originally invested.

Read the full note

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The value of 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 and you may get back less than you originally invested.
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