ClearBridge Sustainable Infrastructure ETF (INFR)

Overview

The ClearBridge Sustainable Infrastructure ETF seeks to provide investment results that, before fees and expenses, correspond to the performance of the ClearBridge Sustainable Infrastructure Index. The fund invests in companies that own or operate infrastructure assets involved in energy, transportation, water, and communications.

Reputation and Reliability

ClearBridge Investments is a well-regarded asset manager with a focus on fundamental, bottom-up research. They have a long track record and are known for their sustainable investment approach.

Management Expertise

The management team has expertise in infrastructure investing and sustainable investing strategies.

Goal

To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the ClearBridge Sustainable Infrastructure Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the ClearBridge Sustainable Infrastructure Index.

Composition The ETF holds stocks of companies that own or operate infrastructure assets across various sectors, including energy, transportation, water, and communications.

Market Share: Insufficient data available to accurately assess specific market share of the ClearBridge Sustainable Infrastructure ETF.

Total Net Assets (AUM):

Key Competitors

• IFRA
• PAVE
• GRID

Competitive Landscape

The competitive landscape includes ETFs focusing on infrastructure, both broadly and with specific focuses such as sustainable infrastructure. ClearBridge Sustainable Infrastructure ETF benefits from a sustainable investment approach. Its performance relative to competitors depends on its index methodology and holdings. Key disadvantages may include lower AUM compared to more established funds. Its success depends on the growing investor interest in sustainable infrastructure.

Historical Performance: Insufficient data to display historical performance.

Benchmark Comparison: Data not available for comparison with the ClearBridge Sustainable Infrastructure Index.

Expense Ratio: 0.45

Average Trading Volume

Average trading volume data is not available.

Bid-Ask Spread

Bid-ask spread information is not readily available.

Market Environment Factors

Economic indicators such as GDP growth, interest rates, and inflation influence infrastructure investments. Sector growth prospects in energy, transportation, water, and communications also play a significant role, along with current market conditions affecting investor sentiment.

Growth Trajectory

Growth is tied to increased infrastructure spending, adoption of sustainable practices, and government regulations.

Competitive Edge

ClearBridge Sustainable Infrastructure ETF distinguishes itself through its dedication to investments in sustainable infrastructure projects, appealing to socially conscious investors. The ETF benefits from ClearBridge Investments' reputation for fundamental research and ESG integration. Its focus on sustainable infrastructure provides a unique angle within the broader infrastructure investment space. By focusing on the specific sustainability criteria, it provides an unique angle for socially responsible investors.

Volatility

Insufficient data to determine the historical volatility of the ETF.

Market Risk

The ETF is subject to market risk based on the performance of the underlying infrastructure companies and general economic conditions. Sector-specific risks relate to regulatory changes, technological disruptions, and commodity price fluctuations.

Ideal Investor Profile

The ideal investor is seeking long-term capital appreciation through investments in sustainable infrastructure assets and has a moderate risk tolerance.

Market Risk

This ETF is suitable for long-term investors interested in sustainable investing.

The ClearBridge Sustainable Infrastructure ETF focuses on providing access to companies involved in sustainable infrastructure, aligning with the ClearBridge Sustainable Infrastructure Index. Managed by ClearBridge Investments, it benefits from their reputation for sustainable investing. The ETF's success depends on the growth of the sustainable infrastructure sector and its ability to attract socially responsible investors. It aims to provide long-term capital appreciation by investing in infrastructure assets across various sectors. Given its investment in infrastructure, regulatory and economic factors can influence the ETF's performance.

Data Sources:

• ClearBridge Investments Website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market share and AUM figures may not be entirely accurate due to data limitations. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.