RARE eyes Indian and Mexican assets
February 04 2010Ruth Liew, Financial Standard
RARE Infrastructure, which doubled its FUM from $834 million to $1.53 billion in 12 months, is buying up more assets in India and Mexico within its emerging markets portfolio.
Sarah Shaw, senior investment analyst & portfolio manager – emerging markets at RARE, expects to almost double the fund’s …
RARE wins $200m mandate from CFS
January 28 2010Ruth Liew, Financial Standard
RARE Infrastructure has won a $200 million global listed infrastructure mandate from Colonial First State.
Matthew Dell, head of retail distribution at RARE Infrastructure, said the $200 million mandate was awarded following CFS’ review of their global listed infrastructure fund, which is part of their multi-manager suite of …
RARE Infrastructure Value Fund Market Commentary – December 2009
January 21 2010December saw strong performance from global markets with Japan (+12.9) the stand out and the US (+1.9) & HK (+0.3) the laggards. Both developed & emerging markets continued to advance in parallel and extend their +3.2 November gains.
Top news stories in a global context included the Copenhagen summit, Abu Dhabi’s …
RARE Infrastructure Summary of Top 10 Stocks as at 31 December 2009
January 15 2010The Top 10 Stocks for RARE Infrastructure as at 31 December 2009 are:
ITC Holdings (ITC): Market Capitalisation US$2.7b
Abertis Infraestructuras SA (ABE): Market Capitalisation US$15.8b
SES : Market Capitalistion $9.4b
National Grid PLC (NG/ LN): Market Capitalisation US$15.8b
Shenzen Intl Holdings (152 HK): Market Capitalisation US$1.1bn
Vinci SA (DG): Market Capitalisation US$30.8b
TransCanada(TRP): …
RARE Infrastructure Emerging Markets Commentary – November 2009
December 22 2009November started out pretty much as expected for EM markets – up strongly and out-performing their developed peers. The Dubai hiccup towards the end of the month cost them some of their gains but on balance the key markets all ended November in positive territory with China and LatAm the …
RARE Infrastructure Value Fund Market Commentary – November 2009
December 15 2009November saw a healthy rise in global equity markets with developed markets (MSCI World, local) up 3.16% and emerging markets (MSCI EM, local) up 3.24%.
Market rises were assisted by the US indicating interest rates would remain close to zero for an “extended period” and China indicating monetary policy would remain …
RARE Infrastructure Summary of Top 10 Stocks as at 30 November 2009
December 08 2009The Top 10 Stocks for RARE Infrastructure as at 30 November 2009 are:
ITC Holdings (ITC): Market Capitalisation US$2.3b
Abertis Infraestructuras SA (ABE): Market Capitalisation US$15b
National Grid PLC (NG/ LN): Market Capitalisation US$26.4b.
TransCanada(TRP): Market Capitalisation US$21.2b
Vinci SA (DG): Market Capitalisation US$ 27b
Shenzen Intl Holdings (152 HK): Market Capitalisation …
RARE Infrastructure Emerging Markets Commentary – October 2009
December 01 2009Stop, start, stop, start, stop… The story for the last 5 months in terms of performance with October again weaker after the September rebound. We expect a continuation of the trend as the recovery (and investors) find their fotting. The EMs continue to out-perform their developed peers (MSCI World -2% …
RARE Infrastructure awarded “Highly Recommended” rating from Zenith
November 25 2009In Zenith’s view the Fund is well structured and managed by a high calibre investment team. We believe there are significant diversification benefits to be gained by adding a global listed infrastructure fund (such as the RARE Infrastructure Value Fund) to an investor’s portfolio and, depending on the individual investor’s …
Lonsec’s rating of the RARE Infrastructure Value Fund has been upgraded to “Recommended”*
November 25 2009“Lonsec’s rating of the RARE Infrastructure Value Fund (RIVF or the Fund) has been upgraded to “Recommended”*. This rating is supported by RARE’s clear and consistent investment philosophy, large relative team size, and improvement to its robust and well articulated investment process.
Whilst still a relatively new manager, RARE has maintained …
