ClearBridge Sustainable Infrastructure ETF (INFR)

Overview

The ClearBridge Sustainable Infrastructure ETF (INFR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the ClearBridge Sustainable Infrastructure Index. It focuses on companies involved in sustainable infrastructure sectors such as utilities, transportation, and energy.

Reputation and Reliability

ClearBridge Investments is a well-regarded investment manager with a history of managing sustainable and infrastructure-focused portfolios.

Management Expertise

ClearBridge Investments possesses substantial expertise in infrastructure and sustainable investing, backed by a team of experienced portfolio managers and analysts.

Goal

The investment goal of INFR is to track the performance of the ClearBridge Sustainable Infrastructure Index, providing exposure to companies involved in sustainable infrastructure development.

Investment Approach and Strategy

Strategy: INFR aims to replicate the performance of the ClearBridge Sustainable Infrastructure Index.

Composition The ETF primarily holds stocks of companies involved in infrastructure development, utilities, transportation, and energy, with a focus on sustainability.

Market Share: INFR's market share within the infrastructure ETF sector is moderate.

Total Net Assets (AUM): 143900000

Key Competitors

• IFRA
• NFRA
• IGF

Competitive Landscape

The infrastructure ETF market is competitive, with several ETFs offering exposure to similar sectors. INFR's focus on sustainability differentiates it, but it faces competition from larger, more established funds with higher AUM and trading volume. This fund is highly diversified compared to the competitors, with a heavy focus on US listed stocks.

Historical Performance: Historical performance data needs to be obtained from reliable sources, performance will vary over different time periods.

Benchmark Comparison: Performance is measured against the ClearBridge Sustainable Infrastructure Index.

Expense Ratio: 0.45

Average Trading Volume

INFR has a moderate average trading volume, impacting ease of trade.

Bid-Ask Spread

The bid-ask spread for INFR is generally moderate, reflecting reasonable liquidity.

Market Environment Factors

Economic growth, infrastructure spending, government policies, and interest rates all impact INFR.

Growth Trajectory

Growth depends on sustainable infrastructure investment and government initiatives. The ETF holdings may adapt to capture emerging infrastructure opportunities.

Competitive Edge

INFR's focus on sustainable infrastructure provides a unique competitive advantage, catering to investors interested in socially responsible investing. The ETF benefits from ClearBridge's expertise in sustainable and infrastructure investing. The ETF's index weighting methodology and rebalancing frequency can also influence its performance. The underlying index provides a focused exposure to companies that generate most of their revenues from sustainable infrastructure projects.

Volatility

Historical volatility can be assessed using standard deviation of returns.

Market Risk

INFR is subject to market risk, sector-specific risks, and regulatory changes affecting infrastructure and utilities.

Ideal Investor Profile

Ideal investors are those seeking exposure to sustainable infrastructure and are comfortable with moderate risk.

Market Risk

INFR is suitable for long-term investors seeking thematic exposure to infrastructure and sustainability.

The ClearBridge Sustainable Infrastructure ETF (INFR) provides exposure to companies involved in sustainable infrastructure. It stands out with its ESG (Environmental, Social, and Governance) focus, offering investors a chance to invest in a cleaner future. INFR is best suited for investors with a long-term investment horizon seeking sector-specific exposure. The ETF faces competition, and its historical performance and AUM should be considered carefully. However, its specific focus and sustainable angle could provide solid future growth potential.

Data Sources:

• ETF.com
• Morningstar.com
• ClearBridge Investments Website

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own research and risk tolerance.