MONEY MASTERS

RARE: Infrastructure Income Fund

Nick Langley. co-chief executive & co-chief investment officer RARE Infrastructure

If there’s one word that isn’t encountered often in the investment world, it’s simplicity. This rarity however, is what the RARE Infrastructure Income Fund finds most appealing about the infrastructure market and looks to it for stability, income and as an essential service to the community. With an aging population, those entering retirement will be needing a stable source of income more than ever.

What you'll learn /

The RARE Infrastructure Income Fund Money Masters course with Nick Langley and Shane Hurst will give you insights into:

How infrastructure can provide a stable source of income in your clients’ portfolios
The benefits of infrastructure as a low-risk investment option
The benefits of benchmark unaware investing
The types of clients best suited to infrastructure investment

About the expert /

Nick Langley /

co-chief executive & co-chief investment officer RARE Infrastructure


Nick Langley is a founder, co-chief executive officer and co-chief investment officer of RARE Infrastructure. As a senior portfolio manager, Nick is involved in assessing and critiquing research on all strategies and ensuring the smooth operation of the firm. Prior to founding RARE in 2006, Nick spent 11 years in the infrastructure sector including four years as a Principal of AMP Capital’s Infrastructure Funds Management team, where he was also the CFO of DUET, an ASX-listed investment trust with AUD 5 billion in electricity and gas assets. Nick also spent two years with UBS in New York and, prior to that, worked with ABN AMRO in Sydney to provide advice across various infrastructure sectors such as communications, multi-utilities and transport.

  • CPD hours1
  • Knowledge AreaManaged Investments
  • TypeMoney Masters
  • PriceFree
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Outline of the course /

OVERVIEW

Fund Philosophy

The RARE Infrastructure Income Fund’s philosophy is to provide an infrastructure return with the lowest possible risk using assets that are going to be utilised by the community for the foreseeable future.

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01.

Competitive Advantage

With an absolute return focus and a vast array of experience, the RARE Infrastructure Income Fund minimises risk and cuts out short-term noise in its pursuit for stable returns over a five-year investment horizon.

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02.

Aims and Objectives

The RARE Infrastructure Income Fund looks for inflation protected capital growth alongside stable income over time. By targeting high income or dividend paying companies, the fund has a 5 per cent plus income target per annum with the aim to beat OECD G7 inflation plus 5.5 per cent over a rolling five year period after fees.

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03.

Role in Portfolio

The RARE Infrastructure Income Fund provides a stable base to a portfolio, one that can sit at the bottom of a portfolio and provide a steady return over a long period time. The fund is available on major platforms, through the mFunds platform and directly through RARE itself.

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04.

The Team

The RARE Infrastructure Income Fund is managed by infrastructure experts that have come into funds management. This, coupled with origins in unlisted infrastructure and expertise in the valuation of long dated assets, allows for an in-depth view towards the infrastructure sphere for better investment decisions.

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05.
STRUCTURE AND OBJECTIVES

Unique Aspects of the Fund

The RARE Infrastructure Fund stands out through its view of global listed securities with the aim of gaining the highest dividend yield. This yield is combined with downside protection in order to provide stability in garnered income.

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06.

Rules and Returns

By taking a position outside of an equity index or a benchmark, the RARE Infrastructure Investment Fund has a five per cent plus income target per annum with the aim to beat OECD G7 inflation plus 5.5 per cent over a rolling five year period after fees. Through expertise gained from roots in unlisted investing, their guidelines are designed in order to gain the best absolute return for clients.

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07.

Buy and Sell Disciplines

The RARE Infrastructure Income Fund has a strict buy and sell discipline which takes into account factors such as excess returns, absolute yield level, dividend yield level and the expected growth in dividend yield. With no performance fee, the fund has a set fee of 1.025 per cent.elieves infrastructure investment is suitable for all walks of life, retirees in particular may find value in this fund. It appeals to those looking for strong growing dividends and lack of high volatility over a five-year investment horizon.

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08.
BEST SUITED FOR

The Ideal Investor

While the RARE Infrastructure Income Fund believes infrastructure investment is suitable for all walks of life, retirees in particular may find value in this fund. It appeals to those looking for strong growing dividends and lack of high volatility over a five-year investment horizon.

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09.

Test yourself /