Infrastructure the world relies on
Over the past 15 years, global listed infrastructure has delivered over 3% more than global equities on average with a lower level of risk.*
These attractive risk-adjusted returns have been delivered by assets with high barriers to entry, strong pricing power, predictable cash flows and sustainable growth.
Growth of a $10,000 investment
Source: First Sentier Investors. Performance is net of fees. Past performance is not indicative of future performance. This chart shows performance of the FTSE Global Core Infrastructure 50/50 Net TR (AUD Hedged) from 1 April 2015, previously UBS, with monthly data from 30 June 2007 to 31 July 2019.
The CFS Wholesale Global Listed Infrastructure Securities Fund name will be changed to reflect the new brand name in mid-2020. It will be referred to as the Fund on this webpage.
Global listed infrastructure has historically outperformed global equities in down markets
Infrastructure assets provide essential services. As a result, company cash flows tend to be stable and relatively immune to economic cycles. Infrastructure can offer lower volatility and some inflation protection, when compared to other equities.
Source: First Sentier Investors. Past performance is not indicative of future performance. This chart shows the FTSE Global Core Infrastructure 50/50 Net TR (AUD Hedged) from 1 April 2015, previously UBS, with monthly data from 30 June 2007 to 31 July 2019.
Worldwide, billions of people rely on infrastructure to live and do business. The airports we travel through, toll roads we drive on and the water we drink are essential and valuable assets to any economy.
Head of Global Listed Infrastructure