12 Nov 2020
M&G Investments | 28/10/2020
The fund was launched in October 2017 with a clear focus on long-term growth opportunities in listed infrastructure.
The fund pursues a modern approach to provide access to the full breadth of the asset class, including what we see as the structural growth trends in digital infrastructure.
ESG is integrated in the investment process as a key consideration for seeking financial returns over the long term.
The market downturn in March triggered by the onset of COVID-19 presented some attractive buying opportunities, in our view; we established six new holdings in utilities in our efforts to strengthen the fund’s income stream.
Fiscal stimulus may provide a favourable tailwind as governments increase infrastructure spending to revive the global economy.
To read the note in full, please click here.