First State Global Listed Infrastructure Fund

The discussion with the management team was primarily centred on the launch of a sustainable strategy to sit alongside the core fund. There will be a 65 / 75% overlap of holdings, and the biggest difference in terms of benchmark holdings is oil, which is unlikely to feature in the sustainable fund.

The team have run the core strategy for over ten years and since launch it has significantly outperformed the benchmark. The sustainable strategy was launched in December 2017 and uses the same team and process. The fund is not a target return fund, but the aim is to deliver between 8% and 10% p.a. (including dividends) over a five to ten-year period. The aim is to have lower volatility than global equities delivering around 80% of the upside, but about 50% of the downside….read more

Fund Facts Morningstar

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