RARE Global Infrastructure Index
Investor Outcomes
The RARE Global Infrastructure Index is a smart beta listed infrastructure strategy. The index is designed to provide investors with a diversified portfolio of infrastructure securities across developed and emerging markets.
Key Portfolio Information
Growth of USD $10,000
As at 31 August 2020 (returns in USD)
| Performance | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | Inception4 |
|---|---|---|---|---|---|---|
| RARE Global Infrastructure Index123 | 2.0% | 3.4% | -5.4% | 2.1% | 6.4% | 6.0% |
| S&P Global Infrastructure Index - Net Return USD | 1.6% | 3.2% | -10.0% | -1.9% | 3.6% | 3.9% |
| Excess Returns | 0.4% | 0.2% | 4.6% | 4.0% | 2.8% | 2.1% |
| Top 10 Positions | Region | Sector | Weight % | Forward Dividend % |
|---|---|---|---|---|
| Union Pacific | USA & Canada | Rail | 5.5% | 2.2% |
| Iberdrola | Western Europe | Electric | 5.3% | 4.4% |
| Enel SpA | Western Europe | Electric | 4.8% | 4.7% |
| Crown Castle | USA & Canada | Communications | 4.7% | 3.2% |
| Enbridge Inc | USA & Canada | Gas | 4.2% | 7.8% |
| National Grid | Western Europe | Electric | 3.8% | 5.9% |
| CSX | USA & Canada | Rail | 3.8% | 1.9% |
| Norfolk Southern | USA & Canada | Rail | 3.5% | 2.0% |
| Dominion Energy | USA & Canada | Electric | 3.0% | 3.2% |
| TransCanada | USA & Canada | Gas | 2.9% | 5.7% |
The strategy characteristics are currently unavailable.
RARE Global Infrastructure Index commentary
Portfolio Manager
Charles Hamieh
Investors from the United States
This Strategy is available to investors in the US through the Legg Mason Global Infrastructure ETF. To learn more about this product, please click the link below.
Institutional Investors
For institutional investors looking for opportunities to invest in global listed infrastructure; please contact us directly.
The Push for Sustainable Infrastructure
Portfolio Manager Nick Langley discusses how global infrastructure will play a key role in the world meeting ambitious net-zero carbon emissions targets. He highlights how, given the high levels of government spending underway to cope with the pandemic, economies around the world will rely on the private sector to fund many emission-lowering initiatives, both for regulated infrastructure such as utilities and for user-pays assets such as rail and airports.
View full article More RARE InsightsDisclaimer
While the information contained on this website has been prepared with all reasonable care, RARE Infrastructure Limited (“RARE”) and its related companies accept no responsibility or liability for any errors, omissions or misstatements however caused. This information is not personal advice. This information has been prepared without taking account of your objectives, financial situation or needs. Potential investors should seek independent advice as to the suitability of the Funds to their investment needs. The fact that shares in a particular company may have been mentioned should not be interpreted as a recommendation to buy, sell or hold that stock. Past performance is not indicative of future performance.
Any opinions or outlook contained on this website is subject to change without notice and do not constitute investment advice or recommendations.