Strategy Overview
Investment Strategy
Through rigorous due diligence and extensive fundamental research conducted by our highly experienced internal infrastructure investment team, the strategy focuses mainly on asset selection and shall invest primarily in debt investments relating to essential assets with monopoly characteristics in regulated environments or with acceptable long term contractual regimes. Our deep expertise in infrastructure investments combined with rigorous due diligence and hands-on engagement helps us add value through security selection with an emphasis on project characteristics, structure, and performance monitoring. Although most infrastructure assets are inherently ESG friendly, our philosophy goes beyond the typical approach of limiting downside risks and aims to focus on the potential upside from favorable ESG attributes – both from a financial and a sustainable perspective.
Why Invest in this Strategy
- Fixed income cash flow stream secured by high quality assets with an investment grade credit profile
- Ability to hedge long-term liabilities (asset-liability matching) for long-term institutional investors
- Low observed correlations with other asset classes; diversified risk drivers
- Naturally aligned with ESG and Responsible Investing principles
- Attractive risk/return profile when compared to traditional corporates
Investment Team
Charles Lefebvre CFA, FRM
Guillaume Bellavance FCIA, CFA, CAIA, PRM
Disclaimer
Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.