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IFM - Australian Infrastructure Investment Option

The IFM – Australian Infrastructure Option provides access to a diversified portfolio of Australian infrastructure assets, comprising an extensive collection of ports, airports, roads and utilities. IFM Investors is a globally-renowned Australian investment manager that has been managing infrastructure investments for over 20 years.

Given the stable demand for essential services, investments in unlisted infrastructure assets are typically less correlated to general market cycles, which can help to provide resilience during periods of market volatility. This attribute delivers strong diversification benefits which help to reduce overall portfolio risk.

Typically, these unlisted infrastructure assets are inaccessible to individuals, SMSFs or other retail investors. However, through Hostplus’ size, scale and distinctive liquidity characteristics, along with the daily unit price structure of Hostplus SMI, these assets have been made available to SMSF investors.

Strategic Asset Allocation

IFM - Australian Infrastructure

Target return

Accumulation:
CPI plus 3.0% p.a. on average over 20 years
Pension:
CPI plus 3.5% p.a. on average over 20 years

Investment risk1

High (Negative returns expected in between 4 to less than 6 out of every 20 years)

Investment style

Long-term direct investment option that invests in tangible infrastructure assets, such as airports, seaports, toll roads, renewable energy and utilities, across Australia.

Investment objective

This option consists of tangible Australian infrastructure assets and aims to achieve income returns and capital growth over the longer term.
This option may suit Accumulation investors who have a five year plus investment time horizon.
This option may suit Pension investors who have a four year plus investment time horizon.

Minimum suggested investment time frame2

Accumulation:
5 + years
Pension:
4 + years

Asset allocation guidelines

Asset Class

Range

Strategic Asset Allocation Benchmark

Infrastructure

0 – 100%

100%

55%: Growth Assets
45%: Defensive Assets

1. The level of investment risk is based on an industry-wide Standard Risk Measure. It shows the number of expected negative annual returns over a 20-year period.
2. The Minimum Suggested Investment Time Frame is based on the risk and return profile of this option. The time frame considers volatility and the likelihood of negative annual returns in any one year.

Investment Managers as at March 2019:

  • IFM Australian Infrastructure Fund – IFM Investors Pty Ltd

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