Resolution Capital Launches Global Listed Infrastructure Fund

Resolution Capital is pleased to announce the launch of the Resolution Capital Global Listed Infrastructure Fund (the Fund).

Sonia Luton, Resolution Capital’s Managing Director said the Fund offers exposure to physical assets that deliver essential services to communities across the world.

“In our view, the assets in the listed sector are some of the best infrastructure assets in the world, which most investors would not be able to access directly as individuals.”

The Fund will have a strong ESG focus, particularly climate change risk, which we believe will offer a real point of difference for clients. The Fund will specifically exclude securities that the team believes are unable to meet the Paris Agreement targets for net zero emissions by 2050.

“The new Fund is a logical step forward for our firm which has a proven, long-term track record of delivering through cycle outperformance via concentrated portfolios of listed real estate and real assets.

“We have always taken a simple, yet unconventional approach to investing that focusses on the underlying assets, not indices. Our consistent and rigorous investment process has been key to the team’s success to date and will again underpin this new strategy.”

The Fund is led by a multi-PM team. The Portfolio Managers are Jan de Vos, Mark Jones, and Sarah Lau. “The multi-PM structure gives our investor’s confidence in long-term style consistency and reduces key person risk.” said Ms Luton.

“The underlying physical assets of the securities within the Fund’s portfolio have high barriers to competition, require significant capital investment and importantly, typically generate long-dated, predictable cashflows,” said Jan de Vos.

“Global listed infrastructure is an asset class that can play a critical role in investment portfolios, offering inflation-protected income and attractive risk adjusted returns. Furthermore, major secular growth trends such as decarbonisation, digitisation and urban population growth support the long-term outlook for many listed infrastructure assets.” said Mr de Vos.

The Resolution Capital Global Listed Infrastructure Fund aims to achieve an annual total return that exceeds the total return of the Benchmark (the FTSE Developed Core Infrastructure 50/50 Index Net TRI) after fees on a rolling 3-year basis.

About Resolution Capital

Established in 2004, Resolution Capital is a specialist global listed real assets investment manager.

The investment team has over a 25 year investment track record and a disciplined investment process which emphasises a global sector perspective and a focus on long-term wealth preservation and appreciation.

Resolution Capital manages over A$17 billion in assets (as at August 2021) on behalf of institutional investors, pension funds, investment platforms, and financial advisers and their clients worldwide.

The firm is majority staff owned and the firm and staff also co-invest in the funds it manages.

Click here for more information about the Fund.

Disclaimer:

Resolution Capital Limited ABN: 50 108 584 167 AFSL No. 274491.This communication was prepared by Resolution Capital Limited (“Resolution Capital”). The information in this communication is for general information purposes only. Information in communication is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, reliance should not be placed on the information in this communication as the basis for making an investment, financial or other decision. Any opinions or forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in this communication are estimates only and may not be realised in the future. Returns from investments may fluctuate and past performance is not a reliable indicator of future performance. Resolution Capital believes the information contained in this communication is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk.Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Resolution Capital Limited.