5 Morningstar rated fund, investing in listed companies which generate a substantial portion of their turnover from the provision of sustainable infrastructure facilities and services.
Income + Defensive
>80% of portfolio in sectors (Utilities & Asset Owners) with high visibility of contracts + long-term stable cash flows companies, with sustainable competitive advantage.
Generating high conviction and high active share.
High Conviction + Alpha
Concentrated portfolio*
of 30-60 stocks
Growth linked to high exposure to Infrastructure Capex
To benefit from tailwind of fiscal spending US $38 trillion by 2030**
+
Govt commitment to meet emission goals
e.g. China, EU, UK, US
KBI Global Investors is a global infrastructure equity specialist and pioneer in natural resource investing since 2000. With an international team of >60 professionals, the firm has a long track record of managing Responsible Investing investment strategies.
Morningstar rating refers to A EUR share class as of 30 November 2021.
*As of September 2021.
**Brookings Infrastructure Global Report 2015-2030
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Amundi Singapore Limited
Company Registration No.: 198900774E
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