First Sentier Global Listed Infrastructure Class B - Accumulation (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Andrew Greenup and Peter Meany have lots of experience investing in infrastructure companies. They've run the fund since 2007 and are supported by a specialist team of infrastructure experts. We think the team's one of the strongest in the sector.
Over the long term they've done a good job investing in companies that provide some of the most vital things for society to work: energy, communications and transport. But this is a niche fund and more expensive than many others in the global sector. That's why it's not on the Wealth Shortlist but for investing in infrastructure, this is still one of our favourites.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
24/12/19 to 24/12/20 | 24/12/20 to 24/12/21 | 24/12/21 to 24/12/22 | 24/12/22 to 24/12/23 | 24/12/23 to 24/12/24 | |
---|---|---|---|---|---|
Annual return | -9.12% | 13.83% | 8.71% | -3.32% | 9.25% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.