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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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Important Note Click to maximise

This is a financial promotion for The First Sentier Global Listed Infrastructure Strategy. This information is for investors in the EEA and elsewhere where lawful. Investing involves certain risks including:

  • The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.
  • Currency risk: the Fund invests in assets which are denominated in other currencies; changes in exchange rates will affect the value of the Fund and could create losses. Currency control decisions made by governments could affect the value of the Fund's investments and could cause the Fund to defer or suspend redemptions of its shares. 
  • Single sector risk: investing in a single economic sector may be riskier than investing in a number of different sectors. Investing in a larger number of sectors helps to spread risk. 
  • Charges to capital risk: The fees and expenses may be charged against the capital property. Deducting expenses from capital reduces the potential for capital growth.
  • Listed infrastructure risk: the infrastructure sector and the value of the Fund is particularly affected by factors such as natural disasters, operational disruption and national and local environmental laws. 

Emerging market risk: Emerging markets tend to be more sensitive to economic and political conditions than developed markets. Other factors include greater liquidity risk, restrictions on investment or transfer of assets, failed/delayed settlement and difficulties valuing securities. For details of the firms issuing this information and any funds referred to, please see Terms and Conditions and Important Information.  

For a full description of the terms of investment and the risks please see the Prospectus and Key Investor Information Document for each Fund. 

If you are in any doubt as to the suitability of our funds for your investment needs, please seek investment advice.

Responsible Listed Infrastructure

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 United Nations Sustainable Development Goals (SDGs).1 Given infrastructure assets’ large environmental footprints and social licence to operate2, 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

An unwavering focus on responsible investment

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

Rebecca Sherlock, 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-conviction3 portfolio with an unwavering focus on responsible investment and positive, long-term outcomes.

 

We find companies solving global infrastructure challenges

Infrastructure companies are long life assets with large environmental footprints and social licences to operate. The infrastructure sector 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 concerning 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 - 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 liquidity4 and daily pricing so investors know exactly what their portfolio is worth.

Meet the investment team

Rebecca Sherlock

Portfolio Manager

Peter Meany

Head of Global Listed Infrastructure
Glossary

1 The Sustainable Development Goals are a call for action by all countries – poor, rich and middle-income – to promote prosperity while protecting the planet. They recognize that ending poverty must go hand-in-hand with strategies that build economic growth and address a range of social needs including education, health, social protection, and job opportunities, while tackling climate change and environmental protection.

2 The ongoing acceptance of a company or industry’s standard business practices and operating procedures by its employees, stakeholders and the general public.

3 An investment approach that seeks to find and invest in companies with the potential for delivering above-average returns.

4 Liquidity refers to the speed and ease with which financial assets can be sold in the market without dramatically affecting the price. Highly liquid assets are quickly sold with little-to-no price impact; highly illiquid assets may take a long time to sell and their prices can change significantly