The benchmark is the south african stefi composite index. At all times the fund s asset allocation or investment strategy must prevail to ensure that riskadjusted returns are achieved. Unfortunately, you dont own enough credit to see this new org chart. The futuregrowth agrifund 2 the fund, with uff agri asset. Investing in infrastructure leading practices in planning, funding, and financing. The benchmark is the south african stefi 3month index. For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a fullblown, independent asset class.
Contribution of institutional investors ppi world bank group. Jan 24, 2017 mutual fund advisors and financial planners are recommending infrastructure mutual fund schemes to their clients. Futuregrowth is a fixedinterest asset manager, committed to responsible investing that advances social, environmental and governance change. Our 2019 events is the only international awards dedicated to celebrating excellence in african fund services. Mercer global listed infrastructure fund investment objective primarily investing in global listed infrastructure securities using a multi manager approach, the fund aims to outperform. Chief investment officer, futuregrowth asset management andrew canter is a director and the chief investment officer of futuregrowth asset management, and is chairman of the credit committee and investment committee.
The futuregrowth agri fund 1 the fund, with uff agri asset management as the fund advisor, has a specific mandate to invest in agricultural land and farming infrastructure within south africa. The futuregrowth development equity composite, a portfolio specialising in equity and related investments in socially responsible projects and businesses or developmental assets, forms part of. The futuregrowth agrifund 1 the fund, with uff agri asset. Analysis of infrastructure funds as an alternative tool for the. Alternatively, to access a full list of the current infrastructure funds in market, click on the button. The funding for this type of investment is crucial for growth. Futuregrowth asset management is a specialist investment company with assets under management of r142 billion at 31 december 2014. The composite targets high returns through a combination of moderate credit concentration limits, active interest rate risk management and active offbenchmark bets. Canter, cfa chief investment officer, futuregrowth.
The global infrastructure fund is managed by lead portfolio. Past performance is not necessarily a guide to future performance. Keeping our promises to clients through fundamental analysis that supports strong investment views. Futuregrowth infrastructure bond fund a pdf 1 jan 19 94 futuregrowth ri balanced fund a pdaa 30 sep 2004 futuregrowth ri equity fund a pde 1jul 2004. Futuregrowth asset management pty ltd futuregrowthis a licensed discretionary financial services provider, fsp 520, approved by the registrar of the financial services board to provide intermediary. A comparison between australia and canada australian and canadian pension funds have been pioneers in infrastructure investing since. In the present paper is shown a vision of infrastructure funding, where new ways of financing are explained and analyzed, focusing on the emergence of the so. Case studies explore the opportunities and challenges and help identify the pertinent key issues. Market fluctuations and changes in exchange rates may have an impact on fund values, prices and income and these are therefore not guaranteed. Infrastructure investing jp morgan asset management. New africa infrastructure fund launched by sanlam and infrasec. Rural shopping developments can provide muchneeded impetus for transport infrastructure as well as municipal. The futuregrowth agri fund 1 the fund, with uff agri asset management as the fund advisor, has a specific mandateto invest in agricultural land and farming infrastructure within south africa, to deliver. The fund achieves exposure to the various different asset classes by way of investing in a number of underlying funds, including equity, bonds and property.
Historically, core infrastructure assets the lower end of the risk spectrum have offered. May 19, 2016 inside 5 tools cities can use to pay for infrastructure. Futuregrowth core money market fund composite targets high cash returns through a carefully balanced and actively managed mix of shortterm interestbearing investments, maturing within. Who we are fixed interest investments futuregrowth. Governance of state owned enterprises what weve learned. Corporate social responsibility and corporate social investment. The weighted average duration for the composite may not exceed 120 days. Investing in infrastructure leading practices in planning, funding. Futuregrowth core money market fund composite targets high cash returns through a carefully balanced and actively managed mix of shortterm interestbearing investments, maturing within thirteen months. Despite the recent financial crisis, the prospect for future growth for institutional investors is. Futuregrowth managed more than r150billion on behalf of retirement funds, with this investment falling within the futuregrowth development equity fund. Infrastructure investments may present an opportunity for insurers to achieve the required yields to cover future liabilities and provide competitively priced products.
At the end of april 2019, the fund was exposed to a variety of sectors with almost 50% invested in transactions in the infrastructure development and social services space. Infrastructure investments 3 in todays lowyield environment, insurers are under increasing pressure to source additional investment return. Below are the ten largest infrastructure funds in market by target size. This year we are judging 43 categories and will feature a special gala dinner that will bring together investors and representatives. Futuregrowth endorses the code for responsible investment in south africa crisa and is a signatory to the principles for responsible.
This year we are judging 43 categories and will feature a special gala dinner that will bring. Futuregrowth asset management ptyltd actis infrastructure fund 2 africa infrastructure investment fund group 5 africa finance corporation paidf the government of ghana the. Targeted development investment manager watch survey for the. The significance of infrastructure being used as a tool to promote development is one that is very clear from an economic perspective, with benefits such as lower production costs, increased output. What is infrastructure funds and should you invest. Futuregrowth investment freeze wont affect us eskom. Is it time to invest in infrastructure mutual funds. Sep 02, 2016 futuregrowth investment freeze wont affect us eskom. Cadiz african harvest infrastructure bond omigsa community growth gilt fund futuregrowth infrastructure bond fund coronation siyakha bond fund stanlib wealth development metropolitan. The futuregrowth development equity composite, a portfolio specialising in equity. The morgan stanley investment funds global infrastructure fund the fund seeks to provide costeffective exposure to infrastructure assets in a manner comparable or superior to direct infrastructure investments.
Historically, the primary federal funding source for roads has been the highway. Futuregrowth african agricultural fund overview the african agricultural fund aaf invests in agricultural land, biological assets, agricultural infrastructure and related farming implements. For most institutional investors, infrastructure investing remains in a. Click to edit master subtitle style47% of respondents find it likely that their competitors have engaged in unethical or illegal activity in order to gain an edge in the market. The ibf facilitates infrastructural, social, environmental, and economic developmental investments in southern africa. Inside 5 tools cities can use to pay for infrastructure. As the name tells, infrastructure funds invest in public infrastructure assets. While futuregrowth infrastructure and development bond fund has. Ministry of land, infrastructure, transport and tourism national level strategy for infrastructure development in japan takeshi mugishima assistant viceminister ministry of land, infrastructure, transport and tourism mlit. Futuregrowth investment freeze wont affect us eskom moneyweb. Futuregrowth has comprehensive crime and professional indemnity in place. Mutual fund advisors and financial planners are recommending infrastructure mutual fund schemes to their clients. National level strategy for infrastructure development in japan.
To continue, you can add a name in one of the org charts you recently viewed or test our premium membership. Infrastructure investments may present an opportunity for. The fund invests in farmland and infrastructure by purchasing underproductive african land assets and leasing. National level strategy for infrastructure development in.
Futuregrowth invests in sas first ecd social impact bond. Infrastructure stanford global projects center stanford university. Infrastructure funds in market data infrastructure. They believe that the infrastructure category will continue to offer good returns in the coming years. The futuregrowth agri fund 2 the fund, with uff agri asset management as the fund advisor, has a specific mandate to invest in agricultural land and farming infrastructure within south africa. National level strategy for infrastructure development in japan takeshi mugishima assistant viceminister ministry of land, infrastructure, transport and tourism mlit changes in gdp per capita in. Mercer global listed infrastructure fund investment objective primarily investing in global listed infrastructure securities using a multi manager approach, the fund aims to outperform the notional return of a benchmark portfolio of suitable market indices over periods of one year or greater. Futuregrowth asset management ptyltd actis infrastructure fund 2 africa infrastructure investment fund group 5 africa finance corporation paidf the government of ghana the government of kenya lagos state government african forum for utility regulators ppp unit national standard bank nedbank. Futuregrowth asset management is a specialist investment company with assets under management of r167. The capital has been invested through the futuregrowth infrastructure and development bond fund, a specialist yield enhanced bond portfolio. Andrew studied at bryant university in the united states and richmond college in london. To view more data on each one, click on the individual fund name or fund manager in the table below.
Infrastructure funds are part of a mutual fund category called thematic funds. Please note that there will never be any double dipping of fees. Investment opportunities in infrastructure debt private equity wire. Chief investment officer, futuregrowth asset management andrew canter is a director and the chief investment officer of futuregrowth asset management, and is chairman of the credit committee and.
The futuregrowth power debt composite, an investment portfolio specialising in energyrelated industries and sectors, forms part of futuregrowths suite of developmental investments. Ceo infrastructure and sovereign investment summit. The fund values may be market linked or policy based. Investing in infrastructure funds probitas partners. We respect the independence that fund managers need to deliver investment performance for clients, and believe that a more. The 8th ai ceo infrastructure and sovereign investment summit 2015 the africa investor ai ceo infrastructure and sovereign investment summit is the calendar event and premier business.
Pdf corporate social responsibility and corporate social. The fund, which typically invests in publicallylisted global infrastructure securities. Edition october 2019 january 2020 renewable energy investments. Morgan stanley investment funds ms invf global infrastructure fund real assets global listed real assets team fund overview. Futuregrowth development equity fund earmarks r200m for. Infrastructure funds in market data infrastructure investor. Infrastructure and growth infrastructure2 is a heterogeneous term, including physical structures of various types used by many industries as inputs to the production of goods and services chan et al. The futuregrowth development equity composite, a portfolio specialising in equity and related investments in socially responsible projects and businesses or developmental assets, forms part of futuregrowths suite of developmental investments.
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