Sector review reveals value opportunities

The Listed Infrastructure sector performed very strongly over the past 12 months, with S&P Global Infrastructure Index returning over 20%. Zenith noted that “all nine funds that achieved a rating of Approved or higher outperformed Zenith’s assigned benchmark.”

Zenith’s sector report also focused on the defensive attributes of Listed Infrastructure, undertaking in-depth quantitative analysis on fund performance over the past five years. Baird believes that “Listed Infrastructure provides downside protection; however, the level of protection diminishes as the magnitude of the market downturn increases.”

From an initial investment universe of 14 Listed Infrastructure products, nine received a positive rating, with four funds achieving a HIGHLY RECOMMENDED rating, four received a RECOMMENDED rating and one was assigned an APPROVED rating.

While the sector has performed strongly in recent times, managers reviewed by Zenith believe “that there are still value opportunities in the sector; however, they are less common than they have been in recent years.”

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David Wright also confirmed the appointment of Christopher Huang as Data Analyst to further boost the capacity and client service infrastructure of the rapidly growing research provider’s Melbourne based national head office.

Bronwen Moncrieff has over 15 years experience in the investment industry, specialising in the research and evaluation of equities investment managers and the provision of advice to a wide range of clients.

Earlier this month Zenith confirmed it had been selected by Melbourne headquartered dealer group Securinvest Financial Planners Pty Ltd as its principle research provider.  The research provider also confirmed that further new client announcements would be made over the coming weeks.

With the rapid expansion in Zenith’s Alternative research division, Investment Analyst Angela Burmeister has taken up the opportunity to transfer to the alternatives research team headed by Daniel Liptak to add to the resources covering hedge funds and other alternative investment products.

The new appointments and internal changes reflect a significant investment and commitment to better address the needs of Zenith’s growing client base and service demands whilst positioning Zenith to respond to further growth and business opportunities in the years ahead.

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