The global investment manager’s new offerings are the:
- ClearBridge Global Infrastructure Value Fund (Hedged) Active ETF (CIVH)
- ClearBridge Global Infrastructure Value Fund Active ETF (CUIV)
- ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF (CIIH)
ClearBridge said the ETF vehicles provide exposure to global infrastructure assets and seek to deliver stable income, inflation protection, and diversification – which is particularly beneficial in a volatile market environment.
In particular, the two value fund active ETFs typically invest in 30–60 listed securities across key global infrastructure sectors, including utilities, renewables, toll roads, airports, and communications. The hedged (CIVH) and unhedged (CUIV) versions offer investors flexibility depending on currency preferences, the firm stated.
Meanwhile, the ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF (CIIH) focuses on income-oriented infrastructure investments, aiming to deliver consistent and reliable income.
“With increasing market uncertainty, investors are seeking resilient income sources and differentiated equity exposures,” said ClearBridge head of APAC business development, Matt Bushby.
“Listed infrastructure stands out for its defensive characteristics, stable cash flows and long-term capital growth potential, particularly when compared with broader equities and fixed income.”
With infrastructure being a long-term investment in essential services, its ability to provide consistent income can be particularly valuable during periods of market volatility, Bushby added.
“ETFs continue to play a growing role in asset allocation and portfolio construction. We remain committed to meeting the evolving needs of investors by providing simple, transparent, and flexible access to the ClearBridge managed funds.”
ClearBridge is part of the Franklin Templeton group of companies, which launched the Martin Currie Real Income Fund – Active ETF (R3AL) earlier this year in January.
Based on the Martin Currie Real Income Fund, the ETF structure enables Australian investors to access the same long-term growth and attractive income characteristics, the firm stated.
The ETF invests in sectors that have low economic sensitivity which typically exhibit lower total volatility than the broader market and high-quality assets with pricing power and inflation protection.
