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 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.
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$ 277.57m
Management Fee:
0.95%
Manager FUM:
AU$ 606.38m
Performance Fee:
10.25%
Key Statistics
Fund
Index*
Fund
Index*
May 2024:
2.75%
3.46%
Sharpe1:
0.67
0.64
1 Year:
6.90%
11.21%
Sortino1:
0.90
0.81
3 Years1,2:
7.41%
11.48%
Best Month1:
9.76%
8.01%
5 Years1,2:
6.29%
6.96%
Worst Month1:
-16.56%
-18.26%
Inception1,2:
9.15%
8.78%
Volatility1,2:
11.85%
11.83%
Up-Capture1:
101%
N/A
Down-Capture1:
99%
N/A
*S&P Global Infrastructure TR Index (AUD), 1Since Mar 2016, 2Annualised
Cumulative Returns
Fund Index
4D Global Infrastructure Fund (Unhedged) - 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 (Unhedged)
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.