Given the global boom and the runup in commodities and emerging market stocks recently, what remaining vestiges of potential remain for investors? Infrastructure holdings such as airports, roads, water systems and power utilities are starting to take off world wide. As emerging market economies start to reach parity with western living standards, burgeoning infrastructure investments will bouy funds focused in this area.
Attached are some opportunities and performance measures:
Macquarie Global Infrastructure Total Return Fund Inc. (MGU)is a closed end fund investing in infrastructure assets. The one year return for MGU is 20% vs. the paltry 5% gain of the S&P500. Additionally, it carries a dividend yield of 5.3%.
Macquarie Infrastructure Co. Trust (MIC) boasts a 30% return and an even higher 6.3% 1 year return.
Outside the MacQuarie family, a mutual fund with similar interests is the Kensington Global Infrastructure Fund (KGIAX). While newer than the closed end funds, it boasts a 3 month return of 14% vs. a 2% gain on the S&P500.
What better way to diversify a portfolio than with defensive infrastructure holdings, which will continue to benefit from the global buildout in the coming years.
Attached are some opportunities and performance measures:
Macquarie Global Infrastructure Total Return Fund Inc. (MGU)is a closed end fund investing in infrastructure assets. The one year return for MGU is 20% vs. the paltry 5% gain of the S&P500. Additionally, it carries a dividend yield of 5.3%.
Macquarie Infrastructure Co. Trust (MIC) boasts a 30% return and an even higher 6.3% 1 year return.
Outside the MacQuarie family, a mutual fund with similar interests is the Kensington Global Infrastructure Fund (KGIAX). While newer than the closed end funds, it boasts a 3 month return of 14% vs. a 2% gain on the S&P500.
What better way to diversify a portfolio than with defensive infrastructure holdings, which will continue to benefit from the global buildout in the coming years.
2 COMMENTS HERE
Interesting take on infrastructure. I have been doing research on the investment opportunities available when investing infrastructure. I found this report that looks at a small cap opportunity. I think you and your readers may be interested. Thanks again for the great postings. -Bruce
http://www.pennysleuth.com/rpt/InvestinginInfrastructure.html
You could almost call PHO, the PowerShares Water Resources ETF an inrastructure fund as well.
73% of PHO is concentrated in industrials (67.7%) and materials (5.3%).
All of the water ETFs would likely qualify to some degree.
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