HSBC Global Infrastructure
Equity Fund
Long term capital growth and income
Fund information
Fund Manager | HSBC Global Asset Management (UK) Limited (FCA 122335; ARBN 633 929 718) |
Responsible Entity/Distributor | Copia Investment Partners |
APIR | OPS8578AU |
Inception Date (Strategy) | 31 January 2024 (31 July 2010) |
Benchmark | Dow Jones Brookfield Global Infrastructure Index (Hedged to AUD) |
Objective | To provide long-term capital growth and income, and outperform its benchmark by 2% p.a. (after fees) over 5 years. |
Investment Time Frame | At least 5 years |
Number of Stocks | 30-45 |
Distributions | Quarterly |
Investment Amounts | Minimum initial investment: $20,000
Minimum additional investment: $5,000 |
Management Fee | 0.90%p.a. of the NAV of the Fund |
Performance Fee | Nil |
Ratings | Zenith - Recommended |
"Listed infrastructure has seen significant growth over the last decade. We expect this trend to continue, supported by secular tailwinds such as the ongoing digitalisation of the economy and the vital need to transition to a lower carbon environment.”
— Giuseppe Corona, Head of Listed Real Assets
Learn more
Investment team
A dedicated team with a wealth of infrastructure experience
The Fund is managed by a dedicated infrastructure team with eight members who are based in London and Sydney. The team has over 14 years of average industry experience and is led by Giuseppe Corona.
Infrastructure sector responsibilities are allocated across the team to maximize accountability, while overall portfolio construction rests with Giuseppe.
8
Investment and research professionals dedicated to Listed Infrastructure
5+
Years of co-tenure
14+
Average years of
investment experience
10+
Years of dedicated coverage of the infrastructure sector
Giuseppe Corona
Head of Listed Real Assets
Antonio Barbera
Managing Principal
Andrew Steele
Principal
Rory Muldowney
Analyst
Joseph Titmus
Managing Principal
Andy Jones
Managing Principal
Claire Zhang
Principal
Jessica Nguy
Associate Principal
Insights
Contact us
Copia Investment Partners is the responsible entity and distributor of the HSBC Global Infrastructure Equity Fund in Australia. If you have an investment, distribution or media enquiry, Copia's specialist teams can assist you.
General enquiries
Copia Client Services
9am to 5pm (AEST)
Melbourne business days
P 1800 442 129 (free call within Australia)
P +61 3 9602 3199
E clientservices@copiapartners.com.au
Head Office
Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000
DISCLAIMER
This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the HSBC Global Infrastructure Equity Fund. This website provides information to help investors and their advisers understand this financial product. The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. We strongly advise investors and their advisers to read and consider the Fund’s disclosure documents carefully (the PDS and Additional Information booklet specifically as well as the Target Market Determination) and to seek advice from qualified professionals where necessary. Investors and their advisers should make their own enquiries before making investment decisions. The information on this website does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. If you are considering investing in any financial products and services referred to on this website, you must determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, the Investment Manager, or any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information on the website that is, to the best of its knowledge, current at the time and neither Copia nor the Investment Manager are liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Detailed information for sustainable investment products, including descriptions of the environmental or social characteristics or the sustainable investment objective; methodologies used to assess, measure and monitor the environmental or social characteristics and the impact of the selected sustainable investments ; and objectives and benchmark information is prepared and issued by the Investm