The 4D Global Infrastructure Strategy (Unhedged) invests in listed infrastructure companies across all four corners of the globe via a concentrated investment portfolio of 30-60 securities. It aims to identify quality listed global infrastructure securities that are trading below fair value and have sustainable, growing earnings and dividends. It is currency unhedged.
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Performance figures are AUD unhedged and are gross of fees and expenses.
| Benchmark | OECD G7 Inflation Index + 5.5% |
| Reporting currency | AUD unhedged |
| Security range | 30-60 |
| Active security limit | 7% |
| Cash limit | 0-10% |
| Investment style | Core |
| Portfolio manager | Sarah Shaw |
| Investment team | 4D Infrastructure |
| Inception date | 7 March 2016 |
| Strategy* | Benchmark** | Value add | |
| 1 Month | 1.98% | 0.63% | 1.35% |
| 3 Months | 8.05% | 2.16% | 5.89% |
| 6 Months | 2.44% | 4.63% | -2.19% |
| 1 Year | 18.12% | 9.57% | 8.55% |
| 3 Years p.a. | 10.01% | 11.00% | -0.99% |
| 5 Years p.a. | 10.41% | 9.24% | 1.17% |
| Since Inception p.a.*** | 118.55% | 90.31% | 28.24% |
Please note this strategy is only available to institutional investors.
Performance figures are AUD unhedged and are gross of fees and expenses.
Past fund performance is not indicative of future performance.
*Strategy is an asset weighted representation of all portfolios within the 4D Global Infrastructure (Unhedged) strategy and has been chosen to better reflect the intended audience.
**Benchmark is the OECD G7 Inflation Index + 5.5%.
***Inception date is 07/03/2016. Since inception figures are calculated on a p.a. basis.