First Sentier Responsible Listed Infrastructure Fund – Research Report 2022

The First Sentier Responsible Listed Infrastructure Fund has been awarded a “4 IP” rating from Research IP, with a score of 4.24/5.

The First Sentier Responsible Listed Infrastructure Fund is a managed investment scheme. The Fund invests in shares of listed companies around the world that own or operate infrastructure assets. The infrastructure sector includes operating assets from the transport, utilities, energy and communications sectors. The assets held by these companies typically offer high barriers to entry, pricing power, and structural growth. The strategy is based on active, bottom-up security selection which seeks to identify mispricing.

What is the Fund’s competitive advantage?

Qualitative Research Report and Data Tear Sheet

Research IP says

“Research IP highlights the importance of Myatt to implementing the responsible investment aspects of the Fund. Research IP believes Myatt demonstrates a well-practised understanding of ESG considerations across listed infrastructure assets.”

“The Manager demonstrates are disciplined approach to investment in infrastructure. Due diligence through direct engagement with companies and industry players is a key attribute of the management of this strategy. Research IP believes investors who are seeking an active management approach combined with integration of ESG factors should consider this strategy.”

“Responsible investment is the underlying reason this strategy exists. The Manager demonstrates a strong approach to integration of ESG factors, which Research IP observes throughout the process.“

Research IP, 1 December 2022

If you have any questions in relation to this report or the Research IP services, please contact us here.

Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement.  Research IP gives no warranty of accuracy or completeness of information in this document.  Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice.  This document should not be relied upon as a substitute for financial advice from your financial adviser.