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First Sentier American Listed Infras Ins (FLIAX)

10.19
-0.07
(-0.68%)
At close: 6:45:49 PM EDT
Loading Chart for FLIAX
  • Previous Close 10.26
  • YTD Return 6.28%
  • Expense Ratio 0.75%
  • Category Infrastructure
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.72M
  • Beta (5Y Monthly) 0.80
  • Yield 1.91%
  • 5y Average Return --
  • Holdings Turnover 82.30%
  • Last Dividend 0.21
  • Inception Date Dec 29, 2020

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in publicly traded equity securities of infrastructure companies listed on a U.S. stock exchange. It will invest up to 20% of its net assets in publicly traded securities of infrastructure companies whose primary operations or principal trading market is in a foreign market, and that are not subject to the requirements of the U.S. securities laws, markets and accounting requirements, i.e., foreign securities. The fund is non-diversified.

First Sentier Investors

Fund Family

Infrastructure

Fund Category

3.72M

Net Assets

2020-12-29

Inception Date

Performance Overview: FLIAX

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Trailing returns as of 4/28/2025. Category is Infrastructure.

YTD Return

FLIAX
6.28%
Category
7.59%
 

1-Year Return

FLIAX
17.67%
Category
24.23%
 

3-Year Return

FLIAX
2.94%
Category
8.99%
 

5-Year Return

FLIAX
0.00%
Category
7.01%
 

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Holdings: FLIAX

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Sector Weightings

SectorFLIAX
Utilities   48.70%
Industrials   19.91%
Energy   19.44%
Real Estate   11.96%
Technology   0.00%
Healthcare   0.00%

Recent News: FLIAX

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Research Reports: FLIAX

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