Globalance Footprint
of
First State Infrastructure
Profile
The
fund invests globally in listed infrastructure companies in the energy,
transport, telecommunications and water sector.
Footprint overview
The
Fund Manager includes environmental factors even when selecting conventional
infrastructure themes. As a consequence,
there are major positions in the areas of mobile communication, "Smart
Grid" and railways.
Footprint Score:
52 Points of 100
Footprint according to Themes
The Footprint of First State Infrastructure is determined by the following Impacts:
Economy
-
Markets and Infrastructure
6
6/14
-
Labor Market
11
11/21
-
Technology and Innovation
0/0
Society
-
Nutrition
0/0
-
Health
0/0
-
Education and Knowledge
2
2/3
Environment
-
Biodiversity and Land
11
11/26
-
Resources and Climate
18
18/29
-
Water
4
4/7
adverse MSCI World43
Balanced 100
positive
Keys:
- Colors indicate Footprint Themes
- Length of bars indicate impact contribution per theme
- Actual/Max-column compares for each theme the actual scores to the maximum achievable in this sector or asset class. 0/0 stands for a theme not assessed.
The most important themes
The following themes contribute the most to the positive footprint of First State Infrastructure:
-
Resources and Climate
- Foster renewable energy sources
- Heightens energy efficiency
- Reduces CO2 emissions
- Foster renewable energy sources
-
Labour
- Fosters fair labour conditions
- Heightens job-security
- Protects human rights
-
Biodiversity and Land
- Preserves the variety of species in the air, soil and water
- Increases the resilience and quality of land and water resources
- Avoids, reduces anddisposes waste
- Preserves the variety of species in the air, soil and water
Did you know
The fund is invested in the East Japan Railway Company, one of the largest railway companies worldwide. Every day 12'784 trains carry about 17 million passengers. The route network includes Tohoku Shinkansen, a high-speed connection between Tokyo and Aomori. In some sections the trains travel at speeds of up to 320 km/h. The journey of 675 km only takes 3 hours and 5 minutes. Since their launch in 1964, Shinkansen high-speed trains have operated without accident.
Selected Footprint Facts
American Tower is an independent owner, operator and developer of wireless and broadcast communication real estate. The portfolio includes over 69,000 sites in thirteen countries, including the USA, Brazil, Chile, Ghana, Uganda and South Africa.
UK energy provider SSE freezes domestic gas and electricity prices in Great Britain until at least 2016. The freeze is the longest unconditional price guarantee ever offered by an energy company and is intended to shield SSE’s customers from rising energy costs. The company recognises and expects that its profit margin will be lower than it has been previously.
There are some industries where investing in sustainability initiatives has a direct link to earnings growth and, in turn, shareholder value. The US water industry is a great example. The network of pipelines is ageing and lack of investments in renewal leads to leakage, while drinking water standards violations will increase.
Rebecca Sherlock
Senior Analyst
Revenue By Region
- North America 36%
- Europe 24%
- Asia-Pacific 28%
Revenue By Business
- Regulated Utilities 20%
- Integrated Utilities 13.5%
- Toll Roads 13.5%
- Towers 9%
- Freight Rail 9%
- Passenger Rail 8.5%
- Ports 6%
- Other 20.5%