Transport & Infrastructure

Our transport & infrastructure focus relates primarily to the electrical vehicle transition together with the infrastructure required such as charging stations.

The Fund and model portfolio has historically taken a relatively small exposure to this theme however our expectation is this will grow over time and become one of the dominant themes and exposures of the portfolio.

The electric vehicle exposure includes the major companies operating out of North America together with a number of Asian companies operating in the sector (and which trade as ADRs in the US).