In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds that invest at least 80% of their assets (directly or indirectly) in companies involved in the ownership, operation or maintenance of infrastructure assets (including but not limited to: utilities, energy, transport, health, education, security, communications).
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Global Equity - Infrastructure | ||||
| abrdn Global Infrastructure Equity | 5 | A specialist global equity fund with a sole focus on investing in companies with high-quality infrastructure assets, with a view to delivering a sustainable level of income and capital growth over the long term. The focus is upon high quality infrastructure companies with attractive growth drivers. | ||
| First Sentier Global Listed Infrastructure | 5 | A specialist global equity fund with a sole focus on investing in companies with high quality infrastructure assets with a view to providing 'real' income and capital growth. The approach is bottom-up, valuation driven and includes detailed stock modelling and monitoring. | ||
| FTF ClearBridge Global Infrastructure Income | 5 | A specialist global equity fund dedicated to investing in companies with high quality infrastructure assets, with a view to delivering a sustainable level of income and capital growth. The performance objective is to deliver a return above inflation on a 5-year view, with income being an important component of the total return. | ||
| M&G Global Listed Infrastructure | 5 | A specialist global equity fund with a sole focus on investing in companies with high quality infrastructure assets, with a view to delivering sustainable income and capital growth over the long term. The approach is stock specific, focusing on a company's capital discipline and long-term growth potential. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
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