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Hedged Global Infrastructure

A globally diversified investment in mostly infrastructure lines of business, e.g. utilities, storage and telecommunications, providing relatively stable cash flow and inflation hedging. Not currently available in the Kernel KiwiSaver Plan.

0.25%

Management fee p.a.

Overview

How is this fund different to others?

Infrastructure is the backbone of modern societies, benefiting from guaranteed government contracts and limited competition. It follows that companies involved in this space have stable cash flows and are hedged against inflation. Through this fund you can invest in global companies which derive at least 70% of their cash flows from infrastructure lines of business, which adds an element of reliability to a portfolio. Closely tied to economic growth, exposure to infrastructure can benefit investors long-term. This fund tracks the Dow Jones Brookfield Global Infrastructure Index and covers all sectors of the infrastructure market.

Holdings

As at June 30, 2022

CompanyCountryIndustryWeight

American Tower Corp A

US

Real Estate

9.17%

Enbridge Inc

CA

Energy

7.23%

Crown Castle Intl Corp

US

Real Estate

5.63%

TC Energy Corporation

CA

Energy

4.29%

National Grid PLC Ord

GB

Utilities

4.19%

Vinci Ord

FR

Industrials

3.88%

Logos provided by Clearbit

Performance

  • Range of returns

    MISSING_IN_SANITY

    VS

    MISSING_IN_SANITY

    MISSING_IN_SANITY

  • Growth of $10k

    MISSING_IN_SANITY

  • Investment Objective

    Diversification & Income Generation

    The fund is designed to provide global diversification and income generation.

*These are the gross index returns, not including fees or taxes.

Returns

As at June 30, 2022

  • N/A

    3 months

  • N/A

    1 year

  • 6.17

    5 years

  • N/A

    10 years

Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.


Risk

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.

Potentially Lower Returns

Potentially Higher Returns

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Lower Risk

Higher Risk

Documents & Resources

Latest Fund Factsheet

Updated: 30.06.2022

Kernel Funds Latest Fund Update

Updated: 30.06.2022

Kernel Research Paper - Global Listed Infrastructure

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Indices provided by: S&P Dow Jones Indices