The Caldwell-Lazard CorePlus Infrastructure fund offers attractive income and total return potential through a unique CorePlus strategy that provides the ability to take advantage of compelling investment opportunities in both traditional and non-traditional infrastructure companies:
“Core” portfolio – Invested in high-quality, leading infrastructure companies with relatively predictable long-term revenue and cash flow streams, while offering the potential for inflation protection.
“Plus” component – Offers supplemental exposure to companies outside of traditional “core” infrastructure businesses that are positioned to meaningfully benefit from evolving growth trends and an accelerated investment cycle.
- Access to Lazard Asset Management’s extensive infrastructure expertise
- Actively managed, diversified portfolio of high-quality global infrastructure stocks offering cash flow stability and consistent growth
- Proprietary approach that also capitalizes on transformative infrastructure growth trends not historically targeted by traditional mandates
- 5% annualized yield, paid monthly*
- Attractive total return and inflation protection potential
- Low-Medium risk rating
Dan McGoey, CFADirector, Portfolio Manager/Analyst
Paul Moghtader, CFAManaging Director, Portfolio Manager/Analyst
Peter KashanekDirector, Portfolio Manager/Analyst
Michael PerManaging Director, Data Scientist
*Approximate annualized yield based on a monthly distribution of $0.042 per unit
The Caldwell-Lazard CorePlus Infrastructure Fund is a new fund launched June 8, 2023. The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Caldwell Investment Management Ltd. makes no representations or warranties on the accuracy and completeness of the information included and sourced externally. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their change frequently and past performance may not be repeated. The payment of distributions should not be confused with a fund’s performance, rate of return or yield. If distributions paid are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund, are taxable in your hands in the year they are paid. You adjusted cost base (“ACB”) will be reduced by the amount of any returns of capital and should your ACB fall below zero, you will have to pay capital gains tax on the amount below zero.
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