OUTSTANDING INVESTMENT OPPORTUNITIES IN GLOBAL INFRASTRUCTURE
The fund invests in attractive equities across the energy, utilities, industrial infrastructure, transportation and communications sectors, all of which can offer steady, sustainable growth.
DIVERSIFIED EXPOSURE TO LEADING GLOBAL STOCKS
Today’s infrastructure companies are world-class enterprises with a large geographic footprint, a history of dividend growth and strong cash flow.
Companies in this sector benefit from an expected increase in global infrastructure spending in the next 20 years, which means they should be well placed to provide stable and attractive long-term risk-adjusted returns with a lower correlation to the broader stock markets.
EXPERIENCED INVESTMENT TEAM
Managed by GLC Asset Management Group in Canada, the management team has more than 20 years of success managing global, specialty and yield-oriented equity funds using quantitative techniques and strategies.
Past performance is not a guide to future performance. The value of investments may fall as well as rise and investors may not get back the amount invested. Income from investments may fluctuate. Currency fluctuations can also affect performance. Performance figures are on a bid to bid with net income reinvested basis. Valuations are based on the previous day's prices.
The fund invests in the securities of companies that are raising the quality of life for developed and emerging countries, whose business directly or indirectly benefit from the development, maintenance, servicing and management of infrastructure. These companies are active across energy, utilities, industrial infrastructure and transportation, but can also invest in communications and information technology - sectors that offer steady, sustainable growth. Infrastructure companies enjoy high barriers to entry, pricing power and attractive yields, plus support from government spending and demographic trends.
The fund manager maximises the benefits of proprietary research and the expertise to identify, select and invest in desirable companies with an infrastructure theme, including a focus on stocks whose dividend income can enhance portfolio returns. When deciding to invest, the manager seeks out profitable companies that have attractive growth characteristics, solid balance sheets and strong cash flow generation and a history of dividend growth. The fund is diversified globally across all major regions of the world with an emphasis on developed countries and exposure to emerging countries.
Vice-President, Equities, GLC Asset Management Group Ltd
As a senior portfolio manager for GLC Asset Management Group, Robert Lee is the co-manager of the Global Infrastructure Equities fund.
Robert’s focus on GLC’s quantitative-based investment mandates, which includes supporting U.S. and global equity quantitative factor portfolios, complement GLC’s proprietary quantitatively driven investment process. Robert completed an undergraduate degree in Economics from the University of Western Ontario and graduated from the Richard Ivey School of Business MBA program. Robert is a CFA charterholder.
Manager, Equities, GLC Asset Management Group Ltd.
As Manager, Equities for GLC Asset Management Group Ltd. Pei Li is co-manager of GLC’s Global Infrastructure Equities fund.
Pei’s in-depth experience supporting quantitative factor portfolios and extensive technological expertise in programming and statistical modelling complement GLC’s proprietary quantitatively driven investment process for global sector, US and Canadian equity mandates. He is a CFA charterholder, received his Master of Mathematics (Statistics-Finance) from the University of Waterloo, Canada and a Master of Science in Pure Mathematics from Simon Fraser University in British Columbia, Canada.
The LF Canlife Global Infrastructure Fund is part of Canada Life Investments’ Global Partner Series. This is a suite of funds created in partnership with companies within the Great-West Lifeco group and associated companies in Canada, the US and Ireland. The Global Partner Series funds are only available through Canada Life Investments in the UK, providing access to innovative asset classes and unique investment opportunities.
Interested in this fund and would like to find out more?
Contact our team who will be happy to answer any questions you may have about this fund.
+44 (0)20 7415 6490
INVESTOR SERVICES AND DEALING TEAM
T: 0345 606 6180 (Mon-Fri, 08:30 - 17:30)
Dealing: Select Option 1
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Fax: 0113 224 6001
Please note that calls may be recorded for training and monitoring purposes
CANADA LIFE INVESTMENTS HEAD OFFICE
T: +44 (0)20 7415 6490