Whitehelm Capital’s Listed Core Infrastructure Fund receives a 5-star Morningstar Rating™ at its three-year anniversary
Since inception on the 30 May 2016 the Whitehelm Listed Core Infrastructure Fund (LCIF) has performed very well, achieving a return of 16.5% p.a. gross of fees and 15.3% p.a. net of fees, in GBP unhedged.1
The Fund’s performance exceeds the OECD CPI + 5% benchmark by 7.7% p.a. LCIF has received a 5-star quantitative Morningstar Rating™ as a result of its strong performance relative to its peer group. Since inception, LCIF’s investment philosophy has been underpinned by an active approach to Responsible Investment and addressing Environmental, Social, and Governance (“ESG”) issues. This is recognised by LCIF receiving a Morningstar Sustainability Rating™ of 5 globes.2
LCIF is the only fund in the Morningstar UCITS peer group that has a 5-star quantitative rating plus a 5-globe sustainability rating on a 3-year basis.3
LCIF provides investors with a diversified portfolio of the highest quality global infrastructure stocks. The Fund is designed to give investors a liquid way to invest in core infrastructure such as airports, toll roads and rail roads, as well as regulated utilities, being assets with defensive cash flows and monopoly characteristics.
1 Returns are a translation into GBP of the Class A USD Unhedged unit class performance. Past performance is not a reliable indicator of future performance.
2 Out of 131 Sector Equity Infrastructure funds as of 31-05-19. Based on 96% of AUM. Data is based on long positions only. Historical Sustainability Score as of 30 September 2018. Sustainability Rating as of 30 April 2019. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Historical Sustainability Score.
© 2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar Rating as of 31/05/2019.
3 Based on the Morningstar category: Sector Equity Infrastructure (modified to include only UCITS funds).
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