TG RARE Infrastructure Fund Overview

TG RARE Infrastructure Fund is a sub-Fund of TG Investment Funds Plc. Treasury Group Investment Services Limited as the investment manager of TG Investment Funds has appointed RARE Infrastructure Ltd as the Sub-Investment Manager of the TG RARE Infrastructure Fund.

 

Investment Objective

The investment objective of the Sub-Fund is to provide investors with a stable, accumulating return from a portfolio of income producing, global infrastructure investments.
RARE intends to invest the assets of the Fund in securities which offer positive absolute returns, rather than selecting securities because they are included in a particular industry standard index.

About RARE Infrastructure

RARE Infrastructure Limited (RARE) is a specialist infrastructure investment manager. RARE's investment focus is in listed and unlisted investments in global infrastructure securities. RARE’s business objective is to capitalise on the development of infrastructure as a separate and distinct asset class and to provide investors with superior Risk Adjusted Returns to Equity, R.A.R.E. The RARE investment team are specialists in valuing global infrastructure businesses. The investment team has over 90 years global infrastructure experience. It is this combined experience and expertise that enables the RARE team to identify, analyse and invest in the securities of global infrastructure businesses.

Infrastructure assets have strong investment characteristics which RARE believes are well suited for medium to long term investments. Buying these assets in a listed form provides the benefit of liquidity and the ability to construct a diversified portfolio. Our research indicates that these assets have resilient and predictable cash flows and have a low correlation to other mainstream assets. RARE believes in the active management of listed infrastructure assets to achieve superior medium to long term returns and attractive risk/return characteristics.
Risk Adjusted Returns to Equity are paramount.

RARE is a bottom-up value manager with processes and controls which seek to ensure that:

• Each investment decision is underpinned by high quality, in-house research covering both quantitative and qualitative analysis

• Research and investment personnel build and maintain deep industry, sector and regional knowledge

• Benchmark unaware portfolio construction provides appropriate diversification benefits from the currently North American utility skewed indices

• Compliance procedures to protect investors’ interests by monitoring that portfolio weightings remain within agreed constraints

RARE Infrastructure Limited
Level 18, 1 York Street
Sydney
New South Wales 2000
Australia
Phone: 612 9397 7300
Email: operations@RAREinfrastructure.com
Web: www.RAREinfrastructure.com