Fact Sheet - Performance as at Jun 2026
4D Global Infrastructure Fund (Unhedged)
Manager Summary
4D Infrastructure was established in April 2015 as a joint initiative involving Michael Morrison, Sarah Shaw and Greg Goodsell, in partnership with Bennelong Funds Management. Morrison and Shaw were the original co-founders, while Goodsell joined as the third Principal and Global Equity Strategist. Following Goodsell's retirement on 30 June 2024, the investment team has been led by Shaw, with Investment Director Tim Snelgrove responsible for portfolio trading and macro strategy.
Strategy Summary
The 4D Global Infrastructure Fund invests in listed infrastructure companies across all four corners of the globe. The Fund consists of a concentrated investment portfolio of 30-60 stocks, and aims to identify quality listed global infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends.
Key Terms
| Status: | Open | Inception Date: | Mar 2016 |
| Strategy: | Infrastructure | Style: | Value |
| Geography: | Global | Domicile: | Australia |
| Investors: | Retail | Min. Investment: | AU$ 25,000 |
| Distributions: | Quarterly | Applications: | Daily |
| Fund Size: | AU$ 354.49m | Management Fee: | 1.01% |
| Manager FUM: | AU$ 792.94m | Performance Fee: | 10.25% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Jun 2026: | 5.11% | 5.65% | Sharpe1: | 0.72 | 0.76 |
| 1 Year: | 10.76% | 11.50% | Sortino1: | 0.99 | 1.01 |
| 3 Years2: | 10.97% | 15.50% | Best Month1: | 9.76% | 8.01% |
| 5 Years2: | 10.01% | 13.84% | Worst Month1: | -16.56% | -18.26% |
| Inception1,2: | 10.06% | 10.48% | Volatility1,2: | 11.53% | 11.34% |
| Up-Capture1: | 94% | N/A | Down-Capture1: | 99% | N/A |
Cumulative Returns Fund Index
4D Global Infrastructure Fund (Unhedged) - Cumulative Performance vs S&P Global Infrastructure TR Index (AUD)
Drawdowns Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Infrastructure Peer Group (33 funds) as at April 2026
1 Year
3 Year
5 Year
7 Year
4D Global Infrastructure Fund (Unhedged)
S&P Global Infrastructure Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.