Palisade’s Feeder Infrastructure Trust (PFIT)
Palisade’s Feeder Infrastructure Trust provides access to a diversified portfolio of over 20 unlisted infrastructure assets in Australia and the US. PFIT aims to provide wholesale investors with long-term capital growth and stable distributions, with the added benefit of regular application and redemption windows and no capital calls.
Access to leading
mid-market infrastructure.
Experience and investment capability
Palisade is a leading mid-market infrastructure and real assets manager with $4.7bn in FUM and over 50 investment executives and technical specialists
Superior performance track record
Palisade has generated a since inception (2008) net return of 8.8% p.a. (4.9% p.a. income) for PDIF investors*, with an inflation correlation across the portfolio of 1.0, low correlation to traditional asset classes and minimal drawdown during market downturns
* Returns as at 31 December 2023, inclusive of franking credits. Past performance is not a reliable indicator of future performance.
Aligned and independent
64% of Palisade is owned by staff and directors providing strong alignment with investors, with the remaining 36% owned by Pinnacle Investment Management, Australia’s leading multi-affiliate investment firm
Strong focus on sustainability
Palisade has a strong focus on sustainable investing underpinned by 5 SDG-aligned Priority Goals. More information on Palisade’s approach to sustainability can be found at palisadegroup.com/sustainability/
Invest in PFIT
For more information on PFIT, download the presentation and Information Memorandum. Click below to invest, or for further information please contact Pinnacle Investment Management.
A selection of assets in our portfolio
Sunshine Coast Airport is one of Australia’s largest regional airports and is the gateway to the Sunshine Coast and Noosa regions.
Intera Renewables is a leading 1GW renewable energy platform comprising four wind farms and one solar farm.
Port of Portland is a deep water seaport servicing Victoria and SA and in close proximity to the Green Triangle Region, an area abundant in natural resources.
Quantem is an independent owner and operator of bulk liquid storage facilities located at over 10 key ports across Australia and New Zealand.
Puresky is a US-based vertically integrated platform which develops, owns and operates US community solar, C&I and battery storage projects.
Gold Coast Light Rail PPP is a city shaping light rail system on the Gold Coast which has been operating since 2014 with ongoing regional expansion projects.
Research ratings
Palisade’s Feeder Infrastructure Trust received a ‘Recommended’ rating from Zenith Investment Partners (March 2024)1 and Lonsec Research (March 2024)2.
Further information on our Ratings and Certifications can be found in the Disclaimer section.
Contact details
Pinnacle Investment Management Limited
Phone 1300 010 311
Email invest@pinnacleinvestment.com
Web www.pinnacleinvestment.com
Post Palisade’s Feeder Infrastructure Trust
C/ – Pinnacle Investment Management
PO Box R1313 Royal Exchange NSW 1225
Contact details
Pinnacle Investment Management Limited
Phone 1300 010 311
Email invest@pinnacleinvestment.com
Web www.pinnacleinvestment.com
Post Palisade’s Feeder Infrastructure Trust
C/ – Pinnacle Investment Management
PO Box R1313 Royal Exchange NSW 1225
Palisade Investment Partners Limited is a Corporate Authorised Representative (No. 312944) of Pinnacle Investment Management Limited, an Australian Financial Services Licensee (No. 322140). The information in this report is for general information only and has not been prepared for any specific wholesale investor. The information is not intended as an asset recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any opinions or forecasts reflect the judgment and assumptions of Palisade Investment Partners Limited and its representatives on the basis of information at the date of publication and may later change without notice. Palisade Investment Partners Limited does not warrant the accuracy, reliability or completeness of the information in this report and persons relying on this information do so at their own risk. Gross returns are calculated before allowing for fees paid to the manager, but are after transaction and other costs. Past performance is not a reliable indicator of future performance. The information provided in this report is not to be disclosed in whole or part or used by any other party without the prior written consent of Palisade Investment Partners Limited. Palisade Investment Partners Limited and its associates may have interests in financial products, and may receive fees from companies referred to during this communication. Palisade Investment Partners Limited | ABN 32 124 326 361
1Zenith Disclaimer
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (Palisade’s Feeder Infrastructure Trust (WHT1117AU) assigned March 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines
2Lonsec Disclaimer
The rating issued 03/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved
