How Global Listed Infrastructure Can Protect Your Portfolio From Drawdowns

WHIT 202104 fund in focus

How Global Listed Infrastructure Can Protect Your Portfolio From Drawdowns 

Whitehelm Capital

Whitehelm is a specialist infrastructure manager with over 23 years of investment experience. Over this time, Whitehelm has established an outstanding track record with their Low Carbon Core Infrastructure strategy returning 7.8% p.a. net since inception. 

They have achieved these results by investing in long-term sustainable assets that protect value while providing cash returns. With 70% employee ownership of the firm, the Whitehelm team are closely aligned with investors.  

The Whitehelm Low Carbon Core Infrastructure Fund is best utilised as a defensive allocation within a global equity portfolio, to limit losses in times of drawdowns. The fund invests exclusively in core infrastructure stocks which are diversified across developed markets. The assets within the fund have low carbon emissions which helps avoid stranded asset risk (the risk that an asset may have a shorter economic life than anticipated).

Their investment philosophy is as follows:

  • Invest in true infrastructure assets that have long-term, clear and measurable cash flows.
  • Be responsible investors that set and meet the highest environmental, social and governance standards.
  • Invest across the capital structure, including equity and debt, seeking to maximise return versus risk.
  • Protect and grow the value of investments through our active asset management capabilities.

In the video below, Ursula Tonkin, Head of Listed Strategies at Whitehelm, explains how the Whitehelm Low Carbon Core Infrastructure Fund can fit into your portfolio.

 

 

 

The information and opinions contained in this document are for background purposes only and do not purport to be full or complete. No reliance may be placed for any purpose on the information contained in this document or their accuracy or completeness. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this document and no liability is accepted for the accuracy or completeness of any such information or opinions.
This document does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe or purchase, any shares or any other interests nor shall it or the fact of its distribution form the basis of, or be relied on in connection with, any contract therefore. Recipients of this document who intend to apply for shares or interests in the Fund are reminded that any such application may be made solely on the basis of the information and opinions contained in the prospectus or other offering document relating thereto, as and when they become available, which may be different from the information and opinions contained in this document.  Please refer to www.fidante.com/ucits for more information about the Fund and investments in the Fund.