Real Assets
We build future energy systems and resilient infrastructure, backing emerging opportunities in technology, land and water.
FP Foresight Global Real Infrastructure Fund invests in developed market 'real infrastructure' companies that own or operate critical infrastructure assets which contribute towards the smooth functioning of economies.
Launch date
3/6/2019
Holdings
35
Fund type
UCITS
Geographical focus
Global
The FP Foresight Global Real Infrastructure Fund invests in global market 'real infrastructure' companies that own or operate critical infrastructure assets which provide a net social or environmental benefit.
The manager takes an active approach to investing in infrastructure companies with high quality, predictable and often inflation linked cash flows from strong counterparties. The Fund seeks to achieve a total return in excess of UK CPI +3% over any five-year period.
The FP Foresight Global Real Infrastructure Fund has achieved the silver 3D rating within Square Mile's 3D Focus fund classification. According to the 3D assessment framework, the Fund has achieved significant exposure to impactful and/or sustainable revenue activities, has been effective in minimising investment in controversial or harmful activities and has shown a willingness to undertake advocacy initiatives in promotion of responsible investment in the industry.
Sector: Renewable Energy
Listing: Canada
Investment thesis: Northland is well positioned to benefit from the global shift toward renewables and electrification. Its deep technical expertise, strong execution capabilities, and disciplined capital allocation underpin visible long-term growth. Supported by contracted revenues and diversified operations, Northland offers stable cash flows and attractive exposure to the energy transition.
Sector: Digital Infrastructure
Listing: US
Investment thesis: Equinix is well positioned to meet the accelerating demand for data centre space through both its existing assets, and development pipeline. Its unique interconnection ecosystem and entrenched customer relationships supports pricing power and high retention. These qualities underpin resilient, growing earnings and attractive long term returns, offering investors exposure to structural digital growth through a proven, high quality operator.
An investment in FP Sustainable Future Themes Fund, FP Foresight Global Real Infrastructure Fund, FP Sustainable Real Estate Securities Fund, FP UK Infrastructure Income Fund or FP WHEB Sustainability Impact Fund and Liontrust Diversified Real Assets Fund (together the “Funds”) should be considered a long-term investment that may be higher risk. Portfolio holdings are subject to change without notice.
Your capital is at risk. The value of units in the Funds may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance is not a reliable guide to future results. For full risks and investor rights, please see the relevant prospectus and Key Investor Information Document for the fund information.
Foresight Group LLP does not offer legal, tax, financial or investment advice and the information on this website should not be construed as such. We recommend investors seek advice from a regulated financial adviser. The opportunity described in this document may not be suitable for all investors. Any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice.
Foresight Group LLP acts as investment manager and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 198020 and has its registered office at The Shard, 32 London Bridge Street, London SE1 9SG.
The Authorised Corporate Directors FundRock Partners Limited (registered office at Hamilton Centre, Rodney Way, Chelmsford, England, CM1 3BY) and Liontrust Investment Partners LLP (registered office 2 Savoy Court, London WC2R 0EZ), are authorised and regulated by the Financial Conduct Authority with Firm Reference Numbers 469278 and 518552 respectively. The Funds are incorporated in England and Wales.
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