First Sentier Global Listed Infrastructure B Acc
- Citicode
- A6X1
- Launch Date
- 08-10-2007
- Fund Size
- £1,257,380,000
- Yield
- 3.04%
- Ongoing Charge
- 1.61%
- Fund Managers
- Andrew Greenup
Edmund Leung
Peter Meany
Fund Objective
The Fund aims to achieve an investment return from income and capital growth over the medium to long term (at least three years). The Fund invests in shares of companies that are involved in infrastructure around the world. The infrastructure sector includes utilities (e.g. water and electricity), highways and railways, airports services, marine ports and services, and oil and gas storage and transportation. The Fund does not invest directly in infrastructure assets. The Fund may invest up to 10% in other funds. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.
Top 10 Holdings
Asset Class
Fund Manager
Andrew Greenup
Start Date
01-06-2011
Bio
Andrew’s main responsibilities include managing listed infrastructure portfolios and research coverage of the Utilities sector. Andrew is the co-founder of the Global Listed Infrastructure Securities strategy. Andrew has more than 20 years' investment experience. Prior to joining the company in July 2005, Andrew worked at Allianz Global Investors as a senior analyst in Australian equities. Andrew also worked at Credit Suisse First Boston as an equities analyst for eight years. Andrew holds a Bachelor Business (First Class Honours) from the Queensland University of Technology (QUT), a Graduate Diploma in Applied Finance & Investment from the Financial Services Institute of Australasia and a Postgraduate Diploma in International Relations from Macquarie University.
Fund Manager
Edmund Leung
Start Date
01-05-2021
Bio
Edmund’s main responsibilities include managing listed infrastructure portfolios on behalf of institutional and wholesale clients and research coverage of the Towers and Toll road sectors. Edmund has more than 10 years' investment experience. Prior to joining the Global Listed Infrastructure Securities team, Edmund worked with the Asia-Pacific/Global Emerging Markets team in Hong Kong and undertook credit analysis for a number of sectors with the Global Fixed Interest and Credit team. Edmund has also worked at Aviva Australia as an Actuarial Analyst. Edmund holds a Bachelor of Commerce (Hons) from the University of Melbourne and is a CFA charterholder.
Fund Manager
Peter Meany
Start Date
08-10-2007
Bio
Peter established the Global Listed Infrastructure Securities strategy in 2007 and has built a high quality team of investment specialists and a strong investment track record. Peter has more than 20 years' investment experience. Prior to joining the company in January 2007, Peter was a Director and Head of Infrastructure and Utilities Research at Credit Suisse Equities (Australia). Peter was also an analyst at Macquarie Equities during the initial development of the private infrastructure market. Peter holds a Bachelor Economics (Finance) from Macquarie University.
Data source:
All financial data is supplied by FE
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