InvestSMART

AIPX StonepeakPlus Infrastructure (AUD) Hedged B - Managed Fund

Fund Objective
The Underlying Fund's investment objective is to deliver strong total returns; with a focus on capital appreciation and; to a lesser extent; generate current income.
Fund Strategy
The Underlying Fund will seek to achieve this investment objective by providing access to the talent and investment capabilities of Stonepeak's investment platform to create an attractive portfolio of global diversified alternative infrastructure and infrastructure-related investments primarily in - or alongside - the Stonepeak Funds.

Fund Performance Comparison

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Peers
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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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% p.a.
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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% -% -% -% -% -% -% -%
Growth return 0% -% -% -% -% -% -% -%
Income return 0% -% -% -% -% -% -% -%
Market index (FTSE Dvlp Core Infra 50/50 NR Hdg AUD)
Total return 1.62% 4.54% 5.99% 8.68% 16.39% 9.78% 8.04% 7.39%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
1.29%
Australian Equities
4.38%
International Equities
89.99%
Cash
2.54%
Property & Infrastructure
1.72%
Fixed Interest
0.07%

General Information

Fund Details
Type Description
AIPX StonepeakPlus Infrastructure (AUD) Hedged B
Equity Trustees Ltd
ETL3807AU
Equity Global Infrastructure - Currency Hedged
Not Rated
Investment Fund
1 Jul 2025
n/a
$1 (as at 30 Sep 2025)
$1 (as at 30 Sep 2025)
Open
Offer information
Type Description

FAQs about the AIPX StonepeakPlus Infrastructure (AUD) Hedged B

The objective of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is The Underlying Fund's investment objective is to deliver strong total returns; with a focus on capital appreciation and; to a lesser extent; generate current income.

The strategy of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is The Underlying Fund will seek to achieve this investment objective by providing access to the talent and investment capabilities of Stonepeak's investment platform to create an attractive portfolio of global diversified alternative infrastructure and infrastructure-related investments primarily in - or alongside - the Stonepeak Funds.

The APIR code of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is ETL3807AU.

AIPX StonepeakPlus Infrastructure (AUD) Hedged B’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

AIPX StonepeakPlus Infrastructure (AUD) Hedged B’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

AIPX StonepeakPlus Infrastructure (AUD) Hedged B’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

AIPX StonepeakPlus Infrastructure (AUD) Hedged B’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is Equity Trustees Ltd.

The AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund belongs to the Equity Global Infrastructure - Currency Hedged sector/asset class.

As at , the size of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund was $ million.

The AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund has an inception date of 1 Jul 2025.

The current entry price of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is $1 per unit and the current exit price is $1 per unit (as at 30 Sep 2025).

The current exit price of the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is $1 per unit and the current entry price is $1 per unit (as at 30 Sep 2025).

The minimum initial investment amount for the AIPX StonepeakPlus Infrastructure (AUD) Hedged B managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.