GLIO Index
Pure Infrastructure Performance
Headline Asset Class Performance (as at January 31, 2024)
Index (US$) | Mth | YTD | 12 Mths | 3 Yrs | 5 Yrs | 7.5 Yrs | 10 Yrs | 12.5 Yrs | 15 Yrs | 17.5 Yrs | 20 Yrs | 22.5 Yrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTW GLIO Dev Infra | 3.6% | 0.4% | 2.9% | 2.6% | 5.5% | 7.6% | 7.3% | 9.4% | 11.1% | 8.2% | 9.8% | 9.8% |
FTW Dev Large Caps | 3.2% | 9.0% | 25.8% | 9.1% | 12.7% | 12.1% | 10.0% | 12.2% | 12.9% | 8.1% | 8.8% | 8.7% |
Bonds | 0.6% | -2.1% | 0.5% | -4.7% | -1.2% | -0.7% | -0.1% | 0.3% | 1.6% | 2.1% | 2.2% | 3.0% |
Source: GLIO, GPR, MSCI & Barclays
Bloomberg Tickers:
GLIOUSD (USD Version)
GLIOAUD (AUD Version)
GLIOEUR (EUR Version)
GLIOLOC (Local Version)
Refinitiv (Reuters) RICs:
.GLIOUSD (USD Version)
.GLIOAUD (AUD Version)
.GLIOEUR (EUR Version)
.GLIOLOC (Local Version)
Background
The GLIO Index was developed under consultation with the specialist global listed infrastructure investment managers. The index is calculated, maintained and disseminated by real assets specialist index provider GPR.
The general principles of the GLIO Index are to capture companies engaged in activities that are 'mission critical' to the day-to-day functioning of society and the global economy. Company characteristics should include: high barriers to entry, high capital requirements, or regulation; predictability of cash-flows through regulation, robust long-term contractual agreements and dominant market position.
Companies must derive 75% of EBITDA from the following infrastructure groups: Energy Transportation & Storage, Communications Infrastructure, Transportation, Renewable Energy and Regulated Network Utilities.
The GLIO Index is designed to enable comparisons between listed and unlisted infrastructure assets, making it possible for investors to blend their infrastructure exposure. The GLIO Index eligible infrastructure sectors are based on the broader industry standard EDHECInfra TICCS® classification system.