The 4D Global Infrastructure Strategy (AUD Hedged) invests in listed infrastructure companies across all four corners of the globe via a concentrated investment portfolio of 30-60 securities. Its objective is to identify quality listed global infrastructure securities that are trading below fair value and have sustainable, growing earnings and dividends. It aims to mitigate the impact of currency by hedging foreign currency exposure.
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Performance figures are AUD hedged and are gross of fees and expenses.
| Benchmark | OECD G7 Inflation Index + 5.5% p.a. |
| Reporting currency | AUD hedged |
| 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 | 1 August 2022 |
| Strategy* | Benchmark** | Value add | |
| 1 Month | 3.69% | 0.63% | 3.06% |
| 3 Months | 10.65% | 2.16% | 8.49% |
| 6 Months | 3.11% | 4.63% | -1.52% |
| 1 Year | 12.65% | 9.57% | 3.08% |
| 3 Years p.a. | - | - | - |
| 5 Years p.a. | - | - | - |
| Since Inception p.a.*** | 3.99% | 10.37% | -6.38% |
Please note this strategy is only available to institutional investors.
Performance figures are AUD hedged 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 (AUD Hedged) strategy and has been chosen to better reflect the intended audience.
**Benchmark is the OECD G7 Inflation Index + 5.5% p.a.
***Inception date is 01/08/2022.