Adviser demand for income has resulted in RARE’s Infrastructure Income Fund now being available on most platforms


Australian based global listed infrastructure specialist RARE Infrastructure has announced its highly rated Infrastructure Income Fund is now available on a wide suite of retail investment platforms with BT Wrap the most recent addition to the list.

The list now comprises:

  • BT Wrap
  • Panorama
  • Asgard
  • Xplore Wealth
  • Hub24
  • Netwealth
  • Powerwrap
  • Praemium

As at 30 June, 2019 units in the RARE Infrastructure Fund (Class A) recorded an average income distribution of 6.8% p.a. and a total return of 10.8 % p.a over 3 years.

This performance exceeds the fund’s performance benchmark, the G7 OECD Inflation index +5.5%, by 3.4% p.a.

RARE Portfolio Manager, Shane Hurst said: “The investment objective of the Income Fund is to provide investors with a regular and stable income of 5%+ p.a. through an investment cycle comprised of dividends, distributions and interest, plus capital growth from a portfolio of global listed infrastructure securities.

There is growing consensus that we are in the late stages of the economic cycle, as increasing market volatility, lower economic growth, and greater uncertainty becomes more pronounced. The Reserve Bank’s recent cuts to official interest rates is evidence of this.

The Fund is ideally suited to this environment because the infrastructure companies RARE invests in provide more predictable cash flows, even during periods of market slowdown or recession.

The Fund’s current holdings are diversified across regions and infrastructure sectors with electricity the largest single sector, making up 50% of the portfolio and the USA and Canada the single largest region at 37%”.

This fund is “Recommended” By both Lonsec and Zenith and rated “Superior” by SQM Research.

You must be logged in to post or view comments.