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Responsible Listed Infrastructure

Responsible Listed Infrastructure

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Prices & performance
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Strategy Overview

Key Facts

Entry Price:

Exit Price:

Price Date:
Issuer:
* The unit price for the Fund will be delayed temporarily due to an operational transition in progress, the release of daily unit prices will be delayed.
*
* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.

Issuer:

Performance returns are calculated gross of management fees and net of transaction costs. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.

Invest in infrastructure with a purpose

The Fund seeks to invest in infrastructure companies that can contribute to or benefit from sustainable development, as defined by the UN Sustainable Development Goals (SDGs). Given infrastructure assets’ large environmental footprints and social licence to operate, investment in this space will play a central role in working towards these goals. Of the 17 primary SDGs, we have identified six as being particularly relevant to listed infrastructure companies.

Our analysis of company alignment with these SDGs represents a key element of the Fund’s investment process and stock selection decisions.

The full list of SDGs can be found on the United Nations’ website.

An unwavering focus on responsible investment

Infrastructure companies are leading a global shift to cleaner energy, next-gen transport networks and increasing mobile connectivity. The First Sentier Responsible Listed Infrastructure Fund is a high-conviction portfolio with an unwavering focus on responsible investment and positive, long-term outcomes.

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We look for infrastructure companies that can contribute to, or benefit from, sustainable development as defined by the UN Sustainable Development Goals.

Rebecca Sherlock

Portfolio Manager, Global Listed Infrastructure

The First Sentier Investors Responsible Listed Infrastructure Fund has been certified and classified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program.

See responsiblereturns.com.au and RIAA's Financial Services Guide for details.1

1 The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. Certifications are current for 24 months and subject to change at any time.

We find companies solving global infrastructure challenges

Infrastructure companies are long life assets with large environmental footprints and social licences to operate. The asset class is uniquely positioned to provide solutions in the transition to a net zero world.

Whether we are analysing renewables companies, water utilities, toll roads or mobile towers, we look for companies that are contributing to sustainable development and solving challenges around digital connectivity, urban congestion and renewable energy.

We favour assets with high barriers to entry, effective pricing power, sustainable growth and predictable cash flows.

 

 

 

 

Why invest in Responsible Listed Infrastructure?

  • Drive positive change - The strategy invests in infrastructure companies that can contribute to or benefit from sustainable development. 

  • Long-term focus - A sustainability lens can provide important insights into long term risks and potential rewards for investors. 

  • Attractive performance – Incorporating sustainability criteria in the investment process can help deliver positive risk adjusted returns. 

  • Inflation protected income – Many infrastructure assets can increase prices in line with inflation, providing a stable and growing distribution yield over time.

  • Diversification - As well as low correlation with other asset classes, the portfolio itself is well diversified by sector and country, reducing exposure to event, regulatory and political risk. 

  • Liquid and transparent - The US$3 trillion listed infrastructure market gives investors liquidity and daily pricing so investors know exactly what their portfolio is worth.

Meet the investment team

Rebecca Sherlock

Portfolio Manager

Peter Meany

Head of Global Listed Infrastructure

Want to know more?

Contact your Relationship Manager