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Posted by
Two Blokes Jun 29 -
Filed in
Stock
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5 views
UTF investors have easily beaten the market hands down over the past year. At the same time, still distributing 7% at the current levels. The fund's diversified exposure to utilities, industrials, and energy, plus AI/data center and reshoring themes, underpins its long-term infra growth thesis. Leverage has amplified UTF's outperformance versus peers, but also introduces downside risk. Yet, lower interest rates should further boost returns.
