Palisade's Unlisted Infrastructure Trust

WHT3724AU

Palisade's Unlisted Infrastructure Trust WHT3724AU Strategy

The Fund seeks to meet its investment objectives by investing primarily in equity securities issued by unlisted companies or trusts owning infrastructure assets (including other Palisade managed funds). Investments may also be made in mezzanine equity and debt instruments if it is considered that such an investment will enhance portfolio performance.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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