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
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IFM - Australian Infrastructure |
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Target return |
Accumulation: |
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Investment risk1 |
High (Negative returns expected in between 4 to less than 6 out of every 20 years) |
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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. |
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Investment objective |
This option consists of tangible Australian infrastructure assets and aims to achieve income returns and capital growth over the longer term.
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Minimum suggested investment time frame2 |
Accumulation: |
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Asset allocation guidelines |
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Asset Class |
Range |
Strategic Asset Allocation Benchmark |
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Infrastructure |
0 – 100% |
100% |
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55%: Growth Assets |
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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. |
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Investment Managers as at March 2019:
- IFM Australian Infrastructure Fund – IFM Investors Pty Ltd
