Ausbil Global Essential Infrastructure Fund - Hedged
Ausbil’s investment process aims to exploit the inefficiencies within the global listed infrastructure universe by conducting a detailed fundamental analysis that comprises both a long-term cash flow valuation and a thorough analysis of the quality of the company. The investment strategy uses both qualitative and quantitative analysis and tools, alongside a disciplined risk management process, with the aim of producing consistent and risk controlled outperformance, while hedging the Fund’s currency exposure back to Australian Dollars.
Ausbil’s sustainable approach to investing initially excludes companies that have material exposure to ‘controversial activities’. Ausbil then applies its proprietary environmental, social (including labour standards) and corporate governance (ESG) analysis using both in-house research and external sources of research to determine the sustainability profile of remaining companies. The Fund can invest in companies that are determined by Ausbil to have relatively good sustainability profiles.
Please see the Fund’s Controversial Activity Exclusion Policy for further information on controversial activities, including direct and indirect examples, and the material threshold that is applied to each activity.
Fund Objective
To achieve returns (before fees and taxes) in excess of the OECD G7 CPI Index +5.5% pa over the long term. There is no guarantee that this objective will be achieved.
Product Disclosure Statement
Reports
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Monthly Performance Report
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Quarterly Report
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Documents and updates
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