A monthly review and outlook of the global listed infrastructure sector.

Key highlights - as at September 2016 

 

  • The Fund gained 1.9% in September, 25 bps ahead its benchmark and 128 bps ahead of global equities.
  • The best performing sector was Pipelines, due to significant takeover activity. Ports and Toll Roads lagged.
  • Japan was the best performing region as investors were attracted to the value on offer in its infrastructure stocks. Oceania was the worst performing region on Toll Road and Utility underperformance.
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