Use the First American Global Infrastructure Fund to access an asset class that's fueled by global trends to develop and replace infrastructure around the world. Previously only available to select institutional investors, this asset class can now be accessed by individual investors through this innovative specialty diversifier -- one of the first publicly available mutual funds of its kind in the United States. Now all the potentially rewarding diversification benefits of infrastructure investing are available to individual investors in a convenient, mutual-fund format.
Innovative specialty diversifier
With the First American Global Infrastructure Fund, you gain access to a diversified pool of infrastructure investments. At the same time, you retain the convenience and risk-management resources available from a mutual fund.
Infrastructure investments can help improve portfolio returns while lowering risk. As the hypothetical chart illustrates below, adding just 10% of global infrastructure to a portfolio of U.S. stocks led to higher returns with lower risk.
Specialty Diversifiers Have Helped Achieve Higher Total Portfolio Returns
Hypothetical Portfolio Returns with Infrastructure Diversifier (12/1/2001 - 6/30/2010)
Source: Morningstar Direct
The returns and risk in this chart represent the past performance of the indices and should not be viewed as a guarantee of future index or investment performance. The portfolios in the chart are rebalanced monthly. The chart is designed to illustrate the potential benefit of allocating a portion of your portfolio to infrastructure. Percents selected are for illustrative purposes only; amounts appropriate for individual clients should be based on individual needs. It does not represent the past performance of the First American Global Infrastructure Fund, which may be found by clicking here.
Index Returns and Standard Deviation, from December 1, 2001, to June 30, 2010, which represents the period since the inception of the index. Infrastructure is represented by the S&P Global Infrastructure Index, which tracks 75 of the largest publicly listed infrastructure companies from around the world that meet specific investability requirements, (returns: 10.73%; standard deviation: 16.61). Global stocks are represented by the MSCI All Country World Index, a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets, (returns: 0.50%; standard deviation: 16.54).
Market indices do not include fees. You cannot invest directly in an index.
Standard Deviation: A statistical measure of portfolio risk used to measure variability of total return around an average, over a specified period of time.
