​redpoint Global Infrastructure

Why Infrastructure ?

  • More stable returns
Infrastructure companies often operate in highly regulated monopolies that provide essential services to the community. Utilisation of their products and services tends to be resilient to increases in price and economic downturns. This means revenue streams tend to be more stable than the broader equities market.
 
  • Diversification benefits
Infrastructure assets have different characteristics to mainstream asset classes. Therefore, the Fund can help diversify risk and returns in an investment portfolio that’s largely made up of mainstream assets.
 
  • Better protection from inflation
The usage rates charged by infrastructure companies for their products and services are often determined by regulators, governments or written into long-term contracts. These contracts are typically linked to inflation which means rates can be adjusted to allow for increases in the cost of living. 


​Why redpoint Global Infrastructure ?
​
  • Access to a broader universe
The Fund typically invests in 100-140 listed infrastructure companies from right across the globe, which is more than most other funds in this asset class. This approach gives redpoint a broader universe to seek opportunities and importantly helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.
 
  • Protection against currency fluctuations
The Fund is substantially hedged to Australian dollars which helps re​duce the impact of currency fluctuations on the Fund’s returns.
 
  • Better value
The Fund’s fees are lower than most actively managed global infrastructure funds. This is due to the quantitative approach redpoint uses to identify infrastructure assets and its efficient processes for making and implementing portfolio construction decisions.

Fund Description
The Fund typically invests in 100-140 listed infrastructure equities across the globe. This approach provides access to a broader universe to seek opportunities and helps to reduce risk by increasing asset, sector and geographic diversification in the portfolio.

Fund Objective
The Fund aims to deliver a return, after accounting for management fees and taxes, in excess of the FTSE Developed Core Infrastructure Index (Benchmark) hedged to Australian dollars (net dividends reinvested) over rolling five-year periods.

Investor Profile
The Portfolio may be suitable for investors who:
  • Wants to invest in a global portfolio of listed infrastructure companies managed by a specialist manager
  • Seeking diversification for your portfolio
  • Seeking long-term capital growth with some income, and
  • Can tolerate fluctuations of income and the risk of capital loss.

Investment Approach
redpoint believes sound investment insights, robust risk management and implementation excellence allows them to capture returns available more effectively from the wide range of investment opportunities around the world. To meet the investment return objective, redpoint considers investments from a broader universe than the Benchmark and often holds companies at significantly different weights.

​redpoint selects and weights companies according to two components. The first ensures the Fund reflects the wider universe and ensures the Fund is not concentrated in a small number of larger capitalisation companies. The second stage involves an assessment of the quality, value and risk of each company. The team utilise a wide range of data and information to analyse companies such as their dividend yield, financial leverage and sustainability.

Responsible Entity
​Antares Capital Partners Ltd, the responsible entity of the Fund (Responsible Entity), is a fully owned subsidiary within the National Australia Bank Limited Group of companies (NAB Group).
redpoint Investment Management Pty Ltd. ABN 83 152 313 758. All rights reserved