The option seeks to provide a balance of income and medium-tolong- term capital growth by investing primarily in Australian listed infrastructure and utility securities. In doing so, the option seeks to outperform the UBS Infrastructure and Utilities Accumulation Index over rolling three-year periods.

Investment Strategy:

The option’s manager takes an active bottom-up approach to selecting infrastructure stocks. The option’s investment manager aims to: assess the industry and regulatory outlook, as well as the competitive position of an infrastructure business; target infrastructure companies with exposure to capital-intensive, long-life assets with inflation-linked pricing; and identify infrastructure stocks believed to be undervalued by the broader sharemarket. This approach to investing aims to ensure consistency of research across investment opportunities.

Margin Lenders:

Margin Lender	LVR	Website
BT Margin Lending	70%	BT

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.