Resolution Capital is marking the three-year anniversary of the launch of its Global Listed Infrastructure Fund.
The Resolution Capital Global Listed Infrastructure Fund invests in a select portfolio of high-quality listed infrastructure assets that provide stable cashflows which have natural inflation linkages that can help provide defensive positions in client portfolios.
According to Resolution Capital’s Chief Investment Officer, Andrew Parsons, Global Listed Infrastructure (GLI) is well positioned to benefit from very strong secular changes in 2025 and beyond.
“The world ultimately needs more power to fuel major structural shifts in digitisation, and that needs to be delivered in renewable formats that are sustainable, and which are less harmful to environments and populations globally,” said Mr Parsons.
“GLI is an underappreciated asset class in terms of being able to provide real and tangible exposure to digitisation. We have been building select positions in electric utilities globally that are essential in facilitating the energy demands of digitisation and the growth of artificial intelligence.
“Mobility is another major theme in which we think GLI provides unparallel exposure. Population growth and urbanisation is seeing demand for new and improved infrastructure and the listed market provides the most liquid way for investors to access these opportunities.”
During its first three years since inception, the Resolution Capital Global Listed Infrastructure Fund has navigated a challenging market environment and delivered a strong return profile and lower volatility for clients. It has achieved an annualized return of 7.5% post fees since inception.
Resolution Capital Managing Director, Sonia Luton said, “We are very excited to deliver this specialist investment offering in global listed infrastructure to clients.
“The role of real assets in portfolios is increasingly important – we anticipate the overlap between listed infrastructure and real estate to become greater over time. Our Global Listed Infrastructure strategy has many of the hallmarks of the successful investment philosophy that Resolution Capital has adopted in listed real estate for over 20 years. “
The Resolution Capital Global Listed Infrastructure Fund follows Resolution Capital’s unique multi portfolio manager approach and is managed by three experienced portfolio managers, Jan de Vos, Sarah Lau and Mark Jones. The Fund has a ‘Recommended’ rating from Lonsec Research.
#Inception Date: 30/09/2021.*Performance numbers less than one year are cumulative while numbers greater than one year are annualised. ^Benchmark is FTSE Developed Core Infrastructure 50/50 Index (AUD) Net TRI. Past performance is no guarantee of future results.
Disclaimer:
This document is prepared by Resolution Capital Limited (‘Resolution Capital’) (ABN 50 108 584 167, AFSL 274491) as the investment manager of the Resolution Capital Global Listed Infrastructure Fund (ARSN 653 043 442) (‘the Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund and is a wholly owned subsidiary of Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). PFSL is not licensed to provide financial product advice.
The information contained in this document is general information only and does not take into account your objectives, financial situation or needs. Before making a decision to acquire, or continue to hold units in, the Fund, you should consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD). For historic TMDs, please contact Pinnacle Client Services via phone 1300 010 311 or email service@pinnacleinvestment.com. Any persons relying on this information should obtain professional advice before doing so and consider the appropriateness of the information having regard to your specific circumstances.
Past performance is not a reliable indicator of future performance and the repayment of capital is not guaranteed. The specific risks associated with investing in the Fund, and the risks associated with the Fund’s investments, are discussed in Section 4 of the PDS. Any opinions and forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information available as at the date of publication and may later change without notice.
Lonsec Disclaimer:
The rating issued 05/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
