Nick Langley. co-chief executive & co-chief investment officer RARE Infrastructure
If there’s one word that isn’t encountered often in the investment world, it’s simplicity. This rarity however, is what the RARE Infrastructure Income Fund finds most appealing about the infrastructure market and looks to it for stability, income and as an essential service to the community. With an aging population, those entering retirement will be needing a stable source of income more than ever.
The RARE Infrastructure Income Fund Money Masters course with Nick Langley and Shane Hurst will give you insights into:
Nick Langley /
co-chief executive & co-chief investment officer RARE Infrastructure
Nick Langley is a founder, co-chief executive officer and co-chief investment officer of RARE Infrastructure. As a senior portfolio manager, Nick is involved in assessing and critiquing research on all strategies and ensuring the smooth operation of the firm. Prior to founding RARE in 2006, Nick spent 11 years in the infrastructure sector including four years as a Principal of AMP Capital’s Infrastructure Funds Management team, where he was also the CFO of DUET, an ASX-listed investment trust with AUD 5 billion in electricity and gas assets. Nick also spent two years with UBS in New York and, prior to that, worked with ABN AMRO in Sydney to provide advice across various infrastructure sectors such as communications, multi-utilities and transport.
The RARE Infrastructure Income Fund’s philosophy is to provide an infrastructure return with the lowest possible risk using assets that are going to be utilised by the community for the foreseeable future.01.
With an absolute return focus and a vast array of experience, the RARE Infrastructure Income Fund minimises risk and cuts out short-term noise in its pursuit for stable returns over a five-year investment horizon.02.
Aims and Objectives
The RARE Infrastructure Income Fund looks for inflation protected capital growth alongside stable income over time. By targeting high income or dividend paying companies, the fund has a 5 per cent plus income target per annum with the aim to beat OECD G7 inflation plus 5.5 per cent over a rolling five year period after fees.03.
Role in Portfolio
The RARE Infrastructure Income Fund provides a stable base to a portfolio, one that can sit at the bottom of a portfolio and provide a steady return over a long period time. The fund is available on major platforms, through the mFunds platform and directly through RARE itself.04.
The RARE Infrastructure Income Fund is managed by infrastructure experts that have come into funds management. This, coupled with origins in unlisted infrastructure and expertise in the valuation of long dated assets, allows for an in-depth view towards the infrastructure sphere for better investment decisions.05.
Unique Aspects of the Fund
The RARE Infrastructure Fund stands out through its view of global listed securities with the aim of gaining the highest dividend yield. This yield is combined with downside protection in order to provide stability in garnered income.06.
Rules and Returns
By taking a position outside of an equity index or a benchmark, the RARE Infrastructure Investment Fund has a five per cent plus income target per annum with the aim to beat OECD G7 inflation plus 5.5 per cent over a rolling five year period after fees. Through expertise gained from roots in unlisted investing, their guidelines are designed in order to gain the best absolute return for clients.07.
Buy and Sell Disciplines
The RARE Infrastructure Income Fund has a strict buy and sell discipline which takes into account factors such as excess returns, absolute yield level, dividend yield level and the expected growth in dividend yield. With no performance fee, the fund has a set fee of 1.025 per cent.elieves infrastructure investment is suitable for all walks of life, retirees in particular may find value in this fund. It appeals to those looking for strong growing dividends and lack of high volatility over a five-year investment horizon.08.
The Ideal Investor
While the RARE Infrastructure Income Fund believes infrastructure investment is suitable for all walks of life, retirees in particular may find value in this fund. It appeals to those looking for strong growing dividends and lack of high volatility over a five-year investment horizon.09.
Test yourself /
The second part of the Future Talk Season 2 CPD course sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.
Future Talk Season 2 sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.
In this CPD course, you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms.
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In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.
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As an asset class, fixed income is often overlooked in favour of newer and more dynamic investment strategies, however, at a time when we’re expecting to feel the result of quantitative tightening around the globe, and volatility and uncertainty are returning to markets, perhaps predictability and stability of returns are just what’s needed. In this Market Update, Anne Anderson of UBS Asset Management makes a case for fixed income, how it’s being used by younger investors to realise their goals, and why it’s needed now more than ever.
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The success of the likes of Uber and Airbnb highlight how the biggest companies of today aren’t necessarily the ones with a 10 or 20 year track records, but those which can best identify and fill a gap in our current marketplace.
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As investors become more aware and new technologies become more readily available, Australia’s financial services industry will have to step up and innovate to take advantage of these opportunities, or risk getting left behind. In this two part series, Sam Hallinan, managing director of Nikko Asset Management Australia, discusses the evolution of financial advice and asset management, and future gazes as to how the entire financial services value chain will adapt going forward.
Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation funds (SMSFs). A recent report into the sector, ‘SMSF Insights’, by UBS Asset Management and the Financial Services Council found that SMSFs now comprise one-third of Australia’s total superannuation pool and over 70 per cent of SMSF trustees utilise the services of a professional adviser. In this two part series, Bryce Doherty, head of Australasia at UBS Asset Management, discusses the findings from this report and shares the demographic and attitudinal trends that are shaping how Australians approach SMSFs.
The beginning of 2017 has already seen much legislative change for Australia’s financial services industry, with more to follow over the course of the year. In this No More Practice/FPA Quarterly Update, Dante De Gori details what these changes are, when they are set to take place, and what this means for Australia’s advisers. Dante also sets out what the FPA is doing for members in 2017 and how it plans to engage the Australian public in financial planning.
The Nikko AM Australian Share Income Fund employs a comparative value analysis approach to investing, which enables it to identify and invest in stocks which hold intrinsic value. In this Money Masters course with Malcolm Whitten, you will learn about the dual portfolio manager system utilised by Nikko Asset Management, how this is beneficial to the Nikko AM Australian Share Income fund and the buy and sell discipline which underpins the fund.
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The Macquarie Income Opportunities Fund aims to provide security for investors during periods of low market yield, through its disciplined yet flexible investment philosophy. This Money Masters course with Brett Lewthwaite will explore how the fund aims to achieve investment returns over the medium to long-term, what type of investor is best suited to the fund and the team that supports it.
The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can assist investors at different life stages and with different goals. Richard also discusses the tax advantages the Austock Life Imputation Bond offers and the range of investment options the bond has access to.
A flat structure and a highly experienced investment team informs the philosophy and investments behind the Nikko AM Global Share Fund. In this Money Master course, Iain Fulton explores how the concept of free-thinking informs Nikko AM’s investment philosophy, the buy and sell discipline behind the Global Share Fund and what Nikko Asset management means by the term ‘future quality’ and why they actively seek this out.
The UBS Diversified Fixed Income Fund is founded on a fundamental research-driven approach, which seeks out opportunities across the fixed income investment universe to maximise total returns for investors. In this Money Masters course, Anne Anderson explains what fixed income is and how investors can use it in their portfolios, the dual benchmark the UBS Diversified Fixed Income Fund is aligned to and the buy and sell discipline that underpins the fund.
The T. Rowe Price Global Equity Fund provides investors with exposure to equities on a global scale across developed and emerging markets to help them diversify their portfolios and achieve their investment goals. This Money Masters course with Kurt Umbarger will provide insights into the benefits of investing in global equities, and how T. Rowe Price evaluates and selects companies for inclusion in the portfolio.
The Tribeca Alpha Plus Fund combines a number of different investment approaches as part of the fund’s thorough market analysis. This Money Masters course with Sean Fenton will give you insights into how the fund can assist most investors to reach their goals, the fee structures associated with the fund and the tax implications behind it.
The Magellan Asset Management Global Equities Fund aims to provide investors with access to best-of-breed global companies to assist them in diversifying their portfolio and giving them a competitive advantage. This Money Masters course with Nikki Thomas will give you insights into Magellan’s due diligence process for stock selection and how the fund invests according to a dual investment bucket approach to provide stable returns whilst accessing optimum investment opportunities.
The Schroder Australian Equity Fund takes a long-term approach to economic value creation for investors by investing in select Australian equities. By undertaking this Money Masters course with Martin Conlon, you will learn about the role Australian equities play in an investment portfolio as well as the investment philosophy behind the Schroder Australian Equity Fund and what type of investors are best suited to it.
Australian investors tend to have a strong home investment bias which can leave them vulnerable to market fluctuations and can cause them to miss out on global investment opportunities. The Platinum Asia Fund aims to address this by offering Australian investors with more international exposure. In this Money Masters course, Kerr Neilson explains why the Platinum Asia Fund chooses not to track a benchmark and the ideal time-frame individuals should consider investing in the fund for.
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The Blue Sky Alternatives Access Fund Money Masters course with Alex McNab will provide insight into what constitutes an alternative investment, how the fund accesses them, and the research process the Blue Sky team employs to assess the quality of these investments. This course will also explore what type of investors are best suited to the Blue Sky Alternatives Access Fund and the rules and practices that govern the fund’s decision-making.
Applying an ethical screening overlay to its investment universe allows the Australian Ethical Emerging Companies Fund to seek out positive investment opportunities whilst avoiding negative stocks. In this Money Masters course, David Macri explores how the Australian Ethical Emerging Companies Fund works to manage risk and what kind of investors are best suited to the fund’s ethical investment approach.
The Allan Gray Australia Equity Fund with Richard Whiteoak explores the principles behind a contrarian investment philosophy and how Allan Gray utilises this to access optimum Australian stocks and achieve growth over the long-term. This Money Masters course will also explain why Allan Gray chooses to hire people from outside the industry to manage the fund’s money and how the team applies a ‘margin of safety’ to its investment picks.
The BetaShares NASDAQ 100 ETF Money Masters course with Alex Vynokur will educate you on what an exchange traded fund (ETF) is and how it can be traded, and the tax and administration benefits it affords investors. The course will also delve into how the BetaShares NASDAQ 100 ETF can provide currency diversification to the US dollar, as well as diversification by investing in the largest 100 non-financial stocks on the NASDAQ stock exchange.
The RARE Infrastructure Value Fund aims to utilise the listed market to replicate the risk return profile of unlisted infrastructure. In this Money Masters course, Nick Langley will explore how an investment in listed infrastructure can be used in a portfolio, the ideal investment horizon for infrastructure assets and the research process RARE employs when it comes to stock selection.
Investing in Asian Real Estate Investment Trusts (REITs) can provide Australian investors with portfolio diversification as well as a stable income investment over time, says Michael Doble in his APN Property Group Asian REIT Fund Money Masters course. This course explores what the Asian property market has to offer, how investors can access this, and how APN manages risk when investing in Asian property trusts.
An investment in Australian Real Estate Investment Trusts (AREITs) can provide investors with a stable income investment over the long-term. The APN Property Group AREIT Fund Money Masters course with Michael Doble explores the Australian REIT market and what tax benefits accessing this market can provide for investors.
The Franklin Templeton Global Aggregate Bond Fund aims to provide investors with access to global fixed income markets by utilising an actively managed investment strategy. In this Money Masters course, John Beck discusses how global bond exposure can provide portfolio diversification, Franklin Templeton’s disciplined approach to risk and opportunity, and the types of investors best suited to the fund.
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The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) Money Masters course with Andy Gracey discusses how the fund can provide social conscious investors with an ethical alternative without needing to compromise their return objectives. Andy discusses how the Australian Ethical Australia Share Fund provides portfolio diversification while still accessing a range of forward-thinking and ethical asset classes.
The Triple3 Volatility Advantage Fund aims to deliver long-term absolute returns with an emphasis on strong positive returns when markets decline. This Money Masters course with Simon Ho will explore the strategies the fund employs to enable it to provide real returns even in market downturns, as well as how it utilises volatility as an investment class.
The Allan Gray Australia Opportunity Fund is a conservative investment designed to provide stable returns across most market conditions. This Money Masters course with Simon Mawhinney will explore the strategies the fund employs when aiming to achieve this, as well as the unique features and key opportunities the fund affords its investors.
The CommBank Deposit Plus Money Masters course with Steve James will explore how this deposit series works to allow advisers to find tune their clients’ interest rate exposure based on the group’s view of interest rates over the medium to long term. It will also delve into the rules and requirements of the series as well as the range of options it affords investors.
The CommBank Flexi Rate Deposits Money Masters course with Steve James will explore how these deposits can be utilised by investors to provide a greater certainty of returns, irrespective of adverse interest rate movements. Steve also discusses how these products work to manage risk, the rules and requirements of the deposits, and the key features of the CommBank Flexi Rate Deposits range.
Multi-asset funds are single funds which invest in a variety of asset classes with different underlying characteristics, including equities, bonds, property and potentially alternative assets such as hedge funds. The UBS Tactical Beta Fund Money Masters course with Tracey McNaughton will explain what tactical beta funds are and how they are commonly used, and will provide insight into how tactical beta can be used in an investor’s portfolio.
The Folkestone Real Estate – Unlisted Funds Money Masters course with Greg Paramor will give you insights into Australian property in the unlisted space and why property investments should form an important part of a diversified portfolio. Greg discusses what types of property make good investments as well as what time horizons investors can expect to see returns over.
Investment bonds are long-term investment vehicles which may offer tax efficiency to some investors. The IOOF WealthBuilder is intended for investors who are looking to save over the medium to long-term by providing a simple solution for investments, tax planning and estate planning needs. This Money Masters course with Sue Herrald will explain what investment bonds are, how they are commonly used and how they could help your clients to achieve their life goals.
In this No More Practice/FPA Quarterly Update, Dante De Gori sits down with Vanessa Stoykov to discuss the key legislative, cultural and professional issues affecting your financial services industry. This quarter, he delves into the incoming education and professional standards, what impact the Life Insurance Reforms will have on the industry as well as why he believes the financial services industry does not need a Royal Commission.
Jack Delosa, founder and chief executive of The Entourage, discusses with Vanessa Stoykov the qualities entrepreneurs share and how advances in technology and diminishing barriers to innovation means we’re likely to see more of them in the future.
Australia has a tier of mid-sized businesses which are the hidden champions of our economy, yet too often they struggle to raise capital and grow revenue. As Richard Whiteoak explains during his two-part Thought Leaders interview with Vanessa Stoykov, Australia’s professional advisers such as lawyers, accountants and financial planners play a key role in assisting these businesses to grow and unleash innovation.
In a two-part conversation with Vanessa Stoykov, Jason Kim of Nikko Asset Management, explores the concept of value – what it is, how to access it and the role patience plays in assisting investors to realise value. Part one sees Jason make the case for value investing in a low returns environment, whereas, in part two, Jason explains how emotions influence your client’s investment decisions.
As Bryce Doherty, managing director of UBS Asset Management explains, choice and engagement are intrinsically linked to superannuation in Australia. In this two-part series, Bryce speaks with Vanessa Stoykov about the impact choice has on investing, why he believes many Australians remain unengaged with their super until they reach retirement, and what steps the industry can implement to change this.
In this four part Thought Leaders series, Kerr Neilson, managing director and chief executive of Platinum Asset Management speaks with Vanessa Stoykov about the art of creating something from nothing, the evolving Asian investment environment, why it’s important to engage your children in investing early, and the future of investing.
As our world becomes more divergent it’s essential to be able to identify and invest in companies which have the ability to flourish in a low growth environment. In this Thought Leaders series, Will Low, head of global equity with Nikko Asset Management, speaks with Vanessa Stoykov about the role of free-thinking and pragmatism in investing, and why active investing will triumph in a low-growth world.
In this four-part Thought Leaders conversation with Vanessa Stoykov, Tanya Sale, chief executive of outsource financial explores the key issues currently impacting Australia’s credit broking industry and what affect these are having on the sector. Tanya discusses the ethical concerns around the mentoring of new entrants; how offering debt solutions can grow your business; what the true impact of self-managed superannuation fund (SMSF) lending has been on the industry; and why she believes the ownership of aggregators needs to be fully disclosed.
Statistics show the majority of Australian women are retiring with just over half the superannuation savings of their male peers. This presents a huge issue for Australians, advisers, and the economy. In a two-part conversation, Anne Fuchs of Sunsuper speaks with Vanessa Stoykov about why women have traditionally been disadvantaged when it comes to super and what steps advisers can take to help improve this for future generations.
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