Ecofin Sustainable Listed Infrastructure UCITS Fund B USD Acc
Fund
ISIN IE000OXQFLZ0 / Valor null
NAV (2025-01-20)
USD 95.54+1.89%
Ecofin Sustainable Listed Infrastructure UCITS Fund B USD Acc
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General Objective
The fund aims to achieve a high and secure dividend yield on its portfolio while realizing long-term growth in the capital value of its net assets for the benefit of investors, with a focus on preserving capital.
Fund Exposure
The fund primarily invests in listed equity and equity-related securities of economic infrastructure companies in developed countries, with a potential allocation of up to 10% in debt securities. Economic infrastructure companies include those that own and operate essential assets such as transportation-related assets, utilities, and environmental services. The fund's net assets are diversified geographically and across sub-sectors within the global infrastructure investment universe.
Risks
Investors in this fund should be prepared to accept moderate to high volatility, as it is categorized as an Article 8 product under the Sustainable Finance Disclosure Regulation (SFDR). It is recommended for investors seeking long-term capital appreciation.