19 January 2017
SQM Research (SQM) has rated the 4D Global Infrastructure Fund (the Fund), which was launched in March 2016, as ‘Favourable’. The Fund is managed by 4D Infrastructure (4D), headed up by Sarah Shaw and Greg Goodsell, with support from two investment analysts and the backing of Bennelong.
4D is a boutique asset manager investing in listed infrastructure companies, globally. 4D aims to identify quality infrastructure companies, trading at or below fair value with sustainable, growing earnings combined with sustainable, growing dividends. The Fund is index agnostic as 4D look for the best opportunities globally in regions including North America, Europe, developed Asia and emerging markets.
SQM states that the team is “…knowledgeable, experienced and passionate about infrastructure equities, with a proven track record in growing funds under management in previous roles.” Whilst still in its infancy, the Fund has “experienced healthy inflows since inception”.
SQM’s approved investment grading deems the Fund can be considered for APL inclusion as the Fund “may outperform its peers and benchmark the majority of the time or SQM believes this is a fund that has potential to be an outperforming fund over the medium term”.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.