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This fund is ideal for investors seeking both long-term income and capital growth from a diversified portfolio of global equity securities with a special focus on infrastructure. The recommended investment horizon is 5 years or longer.
The fund aims to deliver a combination of capital growth and income that is higher than that of the global equities market over any five-year period while applying the fund’s ESG criteria and sustainability criteria and to increase the income stream every year.
All returns quoted are C-Class after fees and charges
LISP dependent
M&G Investment Management Limited (UK)
Luxembourg
US Dollar
Morningstar Sector Equity Infrastructure sector
MSCI ACWI Net Return Index
5 October 2017
| Date | Unit | Price |
No initial fees are charged
Investor Class (C): 0.75%
HOW DO I INVEST IN THIS FUND?
South African investors currently only have the option of investing in the US Dollar denominated funds via the offshore investment platforms listed below.
The fund aims to achieve its investment objective by investing at least 80% of the fund in shares issued by infrastructure companies, investment trusts and real estate investment trusts of any size, from any country, including emerging markets. The fund usually holds shares in fewer than 50 companies. Infrastructure companies include businesses in the following sectors: utilities, energy, transport, health, education, security, communications, and transactions. ESG and sustainability considerations are integrated into the investment process.
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Fund Picker
South Africa
Namibia
Alex Araujo
Nick Cunningham
