Infrastructure
Global listed infrastructure
This strategy invests in listed infrastructure companies from around the world that have the potential for long-term dividend growth.
Our approach to investing is based on the belief that companies generating rising dividends, bought at sensible valuations, will deliver excellent total returns over time.
We look beyond the traditional realm of 'economic' infrastructure to capture the long-term growth opportunities in 'social' and 'evolving' infrastructure.
The strategy has an income objective of providing a rising income stream and is expected to exhibit lower volatility, along with a higher dividend yield than the MSCI ACWI Index. This is consistent with the characteristics of infrastructure securities.
As part of the investment selection process, the portfolio manager systematically integrates ESG Factors into the research and investment process as part of assessing sustainability risks.
Typically, the strategy will hold 40 to 50 stocks and aims to be diversified across countries and infrastructure classes.