Vontobel Fund II – Duff and Phelps Global Listed Infrasture Fund

The strategy is fairly new and is managed by Duff and Phelps. The main four sub sectors are communications, utilities, transportation, and energy. They look to invest in companies with high barriers to entry and predictable returns. They believe listed infrastructure is a better investment and provides better liquidity.

As an idea of where it invests, this includes US railroads which is likely to benefit from higher oil prices as companies switch away from trucks to cheaper means of moving goods. Cell towers are a good inflation trade, with 3% annual increases in the US and CPI in Europe. Other areas they like are toll roads, airports, and utilities….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.