Real Assets
FP Foresight Diversified Real Assets
Überblick
The FP Foresight Diversified Real Assets strategy seeks growth from a combination of income and capital appreciation by investing in listed owners, operators and developers of real assets across infrastructure, renewables, real estate, communications, energy and commodities.
Real assets occupy a distinctive place in a diversified portfolio. Companies that own and operate essential physical infrastructure tend to generate stable, long-duration cash flows with lower sensitivity to economic cycles than broader equities and lower sensitivity to interest rate movements than traditional fixed income.
The FP Foresight Diversified Real Assets Fund combines these characteristics in a single, unconstrained vehicle, providing genuine diversification across multiple real asset sub-sectors and geographies.
Unlike strategies constrained to a single asset class or sector, the fund invests across equities, fixed income and commodities within the real assets universe. This flexibility allows the portfolio to be positioned across uncertain macroeconomic environments, rotating between sub-sectors as valuations and conditions evolve.
Since inception, the fund has demonstrated a more stable return profile and greater resilience during market downturns relative to equities, while providing lower interest rate sensitivity than traditional fixed income. That combination makes it a distinctive building block for multi-asset portfolios seeking real asset exposure without concentration in any single sector.
Why invest in the FP Foresight Diversified Real Assets Fund?
- Genuine diversification – An unconstrained mandate spanning infrastructure, renewables, real estate, communications, energy and commodities provides broad real asset exposure within a single fund, reducing concentration risk.
- Defensive return profile – Since inception, the fund has demonstrated greater resilience during market downturns than broader equities, reflecting the stable, long-duration cash flow characteristics of its underlying holdings.
- Interest rate resilience – A diversified approach across real asset sub-sectors provides lower sensitivity to interest rate movements than traditional fixed income, offering a more balanced risk profile.
- Flexibility across cycles – The absence of single-sector constraints gives the portfolio management team the flexibility to allocate where value and income potential are greatest as macroeconomic conditions evolve.
- Long-term track record – Launched in 2014, the fund has been tested across multiple market environments, demonstrating consistent delivery of its objective of income and capital growth.
The FP Foresight Diversified Real Assets Fund could be suitable for investors seeking a diversified real asset allocation within a multi-asset portfolio, or as a defensive complement to broader equity or fixed income exposure.
Fondsdaten
- Auflegungsdatum
- 05.08.2014
- Fund Managers (start date)
- Mayank Markanday (30.01.2026)
- IA Sector
- IA Specialist
- ISIN
- GB00BSSDQJ71
- SEDOL
- BSSDQJ7
- BLOOMBERG
- FPFDRAA LN
- Underlying currency
- GBP
- Pricing
- Daily, single priced
- Valuation
- 12:00 UK time
- Deal cut off time
- 11:30 GMT
- Administrator
- Apex Group Fiduciary Services (UK) Limited
- ISA Eligible
- Yes
0.61%
Fund Registration
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Kommentar
October Commentary
Dies ist eine Marketingmitteilung. Bitte lesen Sie vor einer endgültigen Anlageentscheidung den Prospekt, den Nachtrag (Supplement) sowie die KIDs und KIIDs der Fonds (auf dieser Website verfügbar), die ausführliche Informationen zu deren Merkmalen und Zielen sowie vollständige Informationen zu den Risiken enthalten.
The third quarter was a challenging backdrop for real assets, with long-dated government bond yields moving sharply higher. Over September alone, the yield on UK 30-year gilts rose from 5.78% to 5.95%, while the yield on US 30-year Treasuries rose from 5.24% to 5.63%. Higher long-term discount rates weigh on the valuations of long-duration, income-producing assets, and this pressure was felt across listed property and infrastructure companies. Energy markets were again dominated by conflict in the Middle East, with Brent crude peaking at c.$109 per barrel in mid-September. Energy security and electricity grids In Europe, energy security concerns are driving investment in electricity grids. During the quarter, RWE, the German utility, increased its indirect stake in Amprion, one of Germany’s four electricity transmission system operators, to 55.5% for EUR3.6bn, adding a regulated earnings stream alongside its renewable generation business. Renewables back on the agenda Renewables were a bright spot as energy security moved back up the agenda. Although lower long-term power price forecasts weighed on TRIG’s NAV, we believe the long-life, inflation-linked cash flows of UK renewables remain attractively valued at current share prices. In this month's commentary, we discuss the role of our diversifying assets, current portfolio positioning and key news from our portfolio holdings.
Vollständiger Kommentar
FP Foresight Diversified Real Assets Fund - October Commentary
Oktober 2026
Wertentwicklung
Literatur
INSIGHTS IN FOCUS
Listed infrastructure outlook for 2026
Where the listed infrastructure opportunity set is heading in 2026, as the backdrop normalises and asset quality, earnings visibility and capital deployment into areas of genuine system need come to the fore.
Real Assets | 3. Feb. 2026 | 8 min read
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