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Global Infrastructure

The objective of the Strategy is to provide capital appreciation, income, and income growth. In particular, the Strategy will invest in publicly listed equities, open-ended CIS, MLPs and financial derivative instruments which give exposure to the global infrastructure sector. The Strategy will select investments in accordance with a global infrastructure rules-based strategy which includes 11 infrastructure sectors, security classification and weighting. The Strategy is not intended to track published infrastructure indices.

  • A rule-based strategy, diversified in 11 infrastructure sectors and security classification

  • The portfolio of securities is selected from a universe of over 450 eligible investments identified through a global search

  • Equally weighted sectors and equities within sectors with adjustments by liquidity filter at each annual rebalance

  • Rebalance annually to equal weight for sectors and securities within the sector

  • The strategy is weighted towards developed markets, in particular the United States, but includes global equities •

  • The Strategy may use ETFs, Total Return Swap and options to gain exposure to MLPs