Aquila Group’s AIFM Alceda is pleased to announce that CBRE Clarion Securities’ recently-launched UCITS vehicle has received a four-star rating by Morningstar, a leading provider of independent investment research that compares performances of funds within peer categories.
The CBRE Clarion Funds SICAV – Global Listed Infrastructure Fund (the ‘Fund’) was recently made available to European investors in a liquid and regulated UCITS format through Aquila Group’s Luxembourg-based UCITS platform. The Morningstar rating is based on the three-year track record of a CBRE Clarion U.S. listed infrastructure fund that has the same strategy.
The Fund invests in a globally-diversified portfolio of listed companies that derive a majority of their revenues or profits from the ownership, management, development or operation of long-term infrastructure assets.
Jeremy Anagnos, Chief Investment Officer of Infrastructure at CBRE Clarion and the manager of the Fund, has also been assigned a AAA management rating by Citywire in recognition of his record in achieving positive returns that have outperformed the benchmark.
Manfred Schraepler, Head of Financial Assets & Liquid Private Markets at Aquila Group, said: “We are delighted by the strong rating for the CBRE Clarion Fund, which we believe reflects its unique high-conviction investment approach that focuses on core infrastructure assets. It gives European investors the chance to enhance the diversification and return/risk profile of their overall investment portfolios.”
About CBRE Clarion Securities
CBRE Clarion Securities is a leading global investment management firm specializing in real assets including listed real estate and infrastructure securities. Headquartered near Philadelphia, the firm manages $20.8 billion in assets and has over 90 employees located in offices in the United States, United Kingdom, Hong Kong, Japan, and Australia.
CBRE Clarion Securities is the listed equity management arm of CBRE Global Investors. CBRE Global Investors is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBG), the world’s premier, full-service commercial real estate services and investment company. www.cbreclarion.com
About Alceda
Aquila Capital develops alternative investment solutions for institutional investors worldwide. Founded in 2001 and owner-managed, the investment company considers itself a fiduciary for its clients and applies a holistic approach to managing customised real assets and financial assets.
Aquila Group’s client base consists predominantly of institutional investors in Europe and Asia. Over 200 professionals located in ten offices globally implement efficient investment strategies via fund structures and individual mandates. The Aquila Group comprises Aquila Capital Investmentgesellschaft mbH, which is licensed by the Federal Financial Supervisory Authority (BaFin) to act as an alternative investment fund manager in Germany, and Alceda Fund Management S.A., which is licensed as an alternative investment fund manager and UCITS management company in Luxembourg by the Commission de Surveillance du Secteur Financier (CSSF).
For further information, images or appointments please contact:
Responsible Publisher
Julia Omeed
PR Agency
Citigate Dewe Rogerson
Patrick Evans / Stephen Sheppard
+44 (0)20 7638 9571
citigatedr.co.uk