Why direct infrastructure?
Have you considered investing in core infrastructure to achieve your investment goals? Infrastructure offers compelling investment benefits including stable long-term cash flows, which are often inflation-linked, from assets with dominant market positions. Infrastructure has become increasingly popular with investors looking to improve the resilience and diversification of their portfolio.
The Fund’s approach to building a global portfolio of unlisted and listed infrastructure has delivered strong returns with substantially less volatility than the broader equities market. Since inception (20 October 2007) to 31 March 2017 the Core Infrastructure Fund has delivered over 2.5 times the return of Australian equities with only 40% of the volatility1.
Past performance is not a reliable indicator of future performance.
*Inception date: 30th October 2007. Performance as at 30 April 2017. Returns quoted are before tax, after Class 'H' fees and costs, assume all distributions are reinvested. For information on returns over other periods please see the Performance report.
^Distributions paid are based on the income earned by the Fund and the number of units held at the end of the distribution period. The Fund aims to pay distributions biannually, however the amount of each distribution may vary or no distribution may be payable.
1Based on after fees returns and volatility of Core Infrastructure Fund Class ‘H’ Units, and the S&P/ASX200 Accumulation Index as a proxy for Australian equities.