Infrastructure Income Fund
Video & Related Media
Webcast – Global Infrastructure Fund Webcast – Damien Contes & Andrew Hsu (Sept. 2016)
Investment Objective
The Fund’s investment objective is to seek long-term total return while striving to generate current income.
Philosophy
Seek the best relative value opportunities in the infrastructure debt sector.
Fund Facts
Retail and Institutional Class
No Load Mutual Fund
Retail N-share | Inst. I-share | |
Ticker | BILTX | BILDX |
Min Investment | $2,000 | $100,000 |
Min IRA Investment | $500 | $5,000 |
Gross Expense Ratio | 0.82% | 0.57% |
Benchmark | Bloomberg Barclays U.S. Aggregate Index | |
Fund Inception Date | 4/1/2016 |
Investment Description
- A U.S. Dollar-denominated senior debt portfolio spanning across global infrastructure projects
- Tailored to meet investors’ preferences for certain geographies, sectors, instrument types, and project risk profiles