Headline Asset Class Annualized US$ Total Returns (as at October 31, 2024)
Index (US$) | Mth | YTD | 1 Yr | 3 Yrs | 5 Yrs | 7.5 Yrs | 10 Yrs | 12.5 Yrs | 15 Yrs | 17.5 Yrs | 20 Yrs | 22.5 Yrs |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FTW GLIO Dev Infra | -2.6% | 13.0% | 27.3% | 4.0% | 6.4% | 8.4% | 7.3% | 9.2% | 10.4% | 7.7% | 9.8% | 10.1% |
FTW Large Eqs | -2.0% | 17.2% | 34.4% | 6.8% | 12.6% | 11.7% | 10.4% | 11.2% | 10.9% | 7.6% | 9.0% | 8.8% |
Bonds | -3.4% | 0.1% | 9.5% | -4.1% | -1.6% | 0.2% | 0.2% | 0.3% | 1.0% | 2.0% | 2.2% | 3.2% |
Source: GLIO, FT Wilshire, Bloomberg
Bloomberg Tickers (USD Total Returns):
Global: FTWGOGT
Developed: FTWGODVT
Emerging: FTWGOEMT
Promoting investment in global listed infrastructure
The Global Listed Infrastructure Organisation (GLIO) is the representative body for the $3 trillion market capitalization listed infrastructure asset class. GLIO raises investor awareness for the asset class through research, education, events, and promotion.
GLIO is supported by its membership structure. Its members are regulated utilities, transportation infrastructure, communications infrastructure, and energy transportation infrastructure companies. In total, GLIO corporate members represent approximately $1trn in market capitalization, or $1.5trn in Enterprise Value.
Specialist listed infrastructure managers make up a significant part of the membership, along with banks and advisors. The specialist managers manage approximately $155bn in assets under management.
$94tn
$15tn
$2.8tn
$155bn
Investment needed to 2040 *
Investment gap *
Pure Infrastructure
Mkt Cap **
GLI Managers combined AUM ***
* GI Hub Outlook to 2040
** FTW GLIO Dev Infra Index as at December 31, 2023
*** estimated as at December 31, 2023
PRIORITIES
Infrastructure plays an increasing role in investors portfolio allocations. 53% of institutional investors plan to increase their allocation to infrastructure over the long term.*
A balanced, blended approach to infrastructure investment provides stable income, global diversification and transparency within a cost-effective framework.
* 2018 Preqin Global Infrastructure Report
The general principles of the FTW GLIO Index are to capture companies engaged in activities that are 'mission critical' to the day-to-day functioning of society and the global economy.
Companies must derive 66% of EBITDA from the following infrastructure groups: Energy Transportation & Storage, Communications Infrastructure, Transportation, Renewable Energy and Regulated Network Utilities.
Timely information, investment research and statistics, plus backing from the major global banks within the GLIO network, ensures investors have key analytics at their fingertips to help make investment decisions.
Working with the investment media enables GLIO to convey the benefits of listed infrastructure investment to a global audience.
CONTACT
Feedback
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Contact Details
Global Listed Infrastructure Organisation
Fraser Hughes, CEO
T: +32 (0)2 767 1888 (Direct)
M: +32 (0)471 100 400