Sunshine Airport, ports, gas pipelines, wind farms & other mid-tier Aussie infrastructure | Andrew Killesteyn
In this RoCast Murdoch is joined by Andrew Killesteyn, the Executive Director and Portfolio Manager at Palisade Investment Partners to discuss the Infrastructure Fund and Infrastructure Trust. Andrew defines the infrastructure universe, discusses why they look at particular Australian mid market infrastructure assets and highlights the importance of these assets in the community.
As of recording March 2023, the fund's IRR on average was 9.8% over 1 year, 8.5% over 3 years, 9.1% over 5 years and 9.0% since inception.
We dive into most of the assets such as airports, wind farms, gas pipelines, ports and I enjoyed most of all the discussion on the Sunshine coast Airport. We discuss everything from why they seek these assets to how the tender process works.
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