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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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Responsible Listed Infrastructure

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Strategy Overview

Key Facts

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* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.

Invest in infrastructure with a purpose

The Fund seeks to invest in infrastructure companies that can contribute to or benefit from sustainable development, as defined by the UN Sustainable Development Goals. Given infrastructure assets’ large environmental footprints and social licence to operate, investment in this space will play a central role in working towards these goals. Of the 17 primary SDGs, we have identified six as being particularly relevant to listed infrastructure companies.

Our analysis of company alignment with these SDGs represents a key element of the Fund’s investment process and stock selection decisions.

The full list of SDGs can be found on the United Nations’ website

“We look for infrastructure companies that can contribute to, or benefit from, sustainable development as defined by the UN Sustainable Development Goals”.

Rebecca Myatt, Global Listed Infrastructure Portfolio Manager

Infrastructure companies are leading a global shift to cleaner energy, next-gen transport networks and increasing mobile connectivity. The First Sentier Responsible Listed Infrastructure Fund is a high-conviction portfolio with an unwavering focus on responsible investment and positive, long-term outcomes.

 

 

 

The First Sentier Responsible Listed Infrastructure Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program.

See www.responsiblereturns.co.nz for details.1

We find companies solving global infrastructure challenges

Infrastructure companies are long life assets with large environmental footprints and social licences to operate. The asset class is uniquely positioned to provide solutions in the transition to a net zero world.

Whether we are analysing renewables companies, water utilities, toll roads or mobile towers, we look for companies that are contributing to sustainable development and solving challenges around digital connectivity, urban congestion and renewable energy.

We favour assets with high barriers to entry, effective pricing power, sustainable growth and predictable cash flows.

 

 

 

 

Why invest in Responsible Listed Infrastructure?

  • Drive positive change - The strategy invests in infrastructure companies that can contribute to or benefit from sustainable development. 

  • Long-term focus - A sustainability lens can provide important insights into long term risks and potential rewards for investors. 

  • Attractive performance – Incorporating sustainability criteria in the investment process can help deliver positive risk adjusted returns. 

  • Inflation protected income – Many infrastructure assets can increase prices in line with inflation, providing a stable and growing distribution yield over time.

  • Diversification - As well as low correlation with other asset classes, the portfolio itself is well diversified by sector and country, reducing exposure to event, regulatory and political risk. 

  • Liquid and transparent - The US$3 trillion listed infrastructure market gives investors liquidity and daily pricing so investors know exactly what their portfolio is worth.

Meet the Investment team

Peter Meany

Head of Global Listed Infrastructure

Rebecca Myatt

Portfolio Manager

Trent Koch

Portfolio Manager

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1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold a Financial Services Licence.