Established in April 2015 in partnership with Bennelong Funds Management, 4D Infrastructure invests in listed global infrastructure assets. Principals Sarah Shaw and Greg Goodsell are supported by four analysts, creating a team with significant infrastructure experience including sell and buy side broking, portfolio management, equity research & strategy, debt, fund start-ups, investment banking and consulting.
Strategy Summary
The 4D Global Infrastructure Fund (Hedged) invests in listed infrastructure companies across all four corners of the globe. The Fund consists of a concentrated investment portfolio of 30-60 stocks, and aims to identify quality listed global infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends. It aims to mitigate the impact of currency by hedging foreign currency exposure.
Key Terms
Status:
Open
Inception Date:
Mar 2016
Strategy:
Infrastructure
Style:
Value
Geography:
Global
Domicile:
Australia
Investors:
Wholesale & Retail
Min. Investment:
AU$ 25,000
Distributions:
Quarterly
Applications:
Daily
Fund Size:
AU$ 319.52m
Management Fee:
0.95%
Manager FUM:
AU$ 606.38m
Performance Fee:
10.25%
Key Statistics
Fund
Index*
Fund
Index*
May 2024:
4.44%
3.46%
Sharpe1:
0.03
0.49
1 Year:
6.66%
11.21%
Sortino1:
-0.07
0.64
3 Years1,2:
N/A
N/A
Best Month1:
10.01%
5.27%
5 Years1,2:
N/A
N/A
Worst Month1:
-11.30%
-5.69%
Inception1,2:
2.92%
8.39%
Volatility1,2:
15.62%
10.22%
Up-Capture1:
99%
N/A
Down-Capture1:
140%
N/A
*S&P Global Infrastructure TR Index (AUD), 1Since Aug 2022, 2Annualised
Cumulative Returns
Fund Index
4D Global Infrastructure Fund (AUD Hedged) - Cumulative Performance vs S&P Global Infrastructure TR Index (AUD)
Drawdowns
Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Infrastructure Peer Group (23 funds) as at May 2024
1 Year
3 Year
5 Year
7 Year
4D Global Infrastructure Fund (AUD Hedged)
S&P Global Infrastructure Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.