For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.

Global Sustainable Infrastructure Strategy

Investor Outcomes

The Global Sustainable Infrastructure Strategy aims to achieve long-term stable growth, comprised of regular and consistent income and capital growth. This is achieved by investing in a range of listed infrastructure securities that specifically targets measurable sustainability outcomes and focuses on sustainability themes aligned with the UN Sustainable Development Goals. The Strategy offers core infrastructure exposure in the highly liquid listed infrastructure market, while portfolio guidelines ensure diversification across regions, sectors and sustainability themes that include but also look beyond renewable energy.

Key Portfolio Information

Growth of AUD $10,000

31 May 2022

As at 31 May 2022 (gross returns in AUD)

Performance 1 Month 3 Months 1 Year 3 Years 5 Years Inception4
ClearBridge Global Sustainable Infrastructure123 0.3% 3.8% 17.0% - - 17.0%
OECD G7 Inflation Index + 5.5% pa 1.3% 3.2% 12.1% - - 12.1%
Excess Returns -1.0% 0.6% 4.9% - - 4.9%

As at 31 May 2022

  • Regulated & Contracted Utilities
  • User Pays Infrastructure
  • Cash
  • Other

As at 31 May 2022

Top 10 Positions Region Sector Weight % Forward Dividend %
Transurban Asia Pacific Developed Toll Roads 5.8% 4.0%
GetLink Western Europe Rail 4.9% 1.1%
Energias de Portugal Western Europe Renewables 4.9% 4.5%
Terna Western Europe Electric 4.8% 4.3%
Iberdrola Western Europe Electric 4.5% 4.3%
Clearway Energy USA & Canada Renewables 4.5% 4.1%
East Japan Railway Asia Pacific Developed Rail 4.4% 2.5%
SSE Western Europe Electric 4.4% 4.6%
Exelon Corp USA & Canada Electric 4.1% 3.1%
National Grid Western Europe Electric 4.0% 4.5%
Portfolio Weighted Average May 2022
Div Yield (Forward) Gross 3.4%
5 Yr DPS Growth (p.a.) 6.3%
Avg Stock Gearing (Net Debt/EV) 36.0%
Interest Cover (Historic) 3.7x
EV/EBITDA (Forward) 14.7x

Investment Committee

The Global Sustainable Infrastructure Strategy is managed by an experienced investment committee comprising of the following members:

Nick Langley
Nick Langley
Shane Hurst
Shane Hurst
Charles Hamieh
Charles Hamieh

Institutional Investors

For institutional investors looking for opportunities to invest in this strategy; please contact us directly.

Contact Us

Contact us to find out how we can help investors allocate global listed infrastructure into their broader portfolio or to learn more about our other investment capabilities.

Contact us

Need more information?

Disclaimer

  1. Sources: Internal calculations for the ClearBridge Global Sustainable Infrastructure Strategy. All index data sourced from Factset. Results over one year annualised.

  2. Fund Performance is Gross of fees.

  3. All values on a AUD basis and net of withholding taxes for benchmarks if applicable. Non AUD values converted into AUD using Factset Forex data.

  4. Performance inception date for the ClearBridge Global Sustainable Infrastructure Strategy is 31/05/2021.

Past performance is not indicative of future performance. 

While the information contained on this website has been prepared with all reasonable care, ClearBridge Investments Limited and its related companies ("ClearBridge") accept no responsibility or liability for any errors, omissions or misstatements however caused. Any views expressed on this website are given as of the date of publication and such views are subject to change at any time.

This information is not personal advice. It has been prepared without taking account of individual objectives, financial situation or needs. Where an investment product is mentioned, potential investors should seek independent advice as to the suitability of the product to their investment needs. Reference to shares in a particular company, is not a recommendation to buy, sell or hold that stock. Investors should be aware that past performance is not indicative of future performance.

This website may contain forecasts, including in regard to targets, expected returns, PE ratios and dividend yields. Any such statements are based upon research undertaken by the ClearBridge investment team. This research incorporates ClearBridge’s reasonable assumptions and beliefs concerning future developments and their potential effect but are subject to risks and uncertainties that may be beyond ClearBridge’s control. Returns can be volatile, reflecting rises and falls in the value of underlying investments. Accordingly, ClearBridge does not provide any assurance or guarantee that future developments will be aligned with ClearBridge’s expectations, and actual results may differ materially from those expected by ClearBridge at the time of writing.

ClearBridge is wholly, indirectly owned by Franklin Resources, Inc., and part of ClearBridge Investments, LLC.