Infrastructure. Unlocking a massive investment opportunity.

For the first time ever, Industry Fund Services 1 (IFS) gives retail investors exposure to unlisted infrastructure investments with global fund manager IFM Investors 2 – one of the world’s largest infrastructure investors whose investment management has been key in the strong, long-term returns of many industry super funds.

Through the IFS Infrastructure Investment Model 1 available exclusively through the Industry Fund Portfolio Service (IFPS) 1. you now have the potential to enjoy the returns once reserved for the biggest players in the market.

What are the benefits?

The IFS Infrastructure Investment Model gives you exposure to assets including:

• Melbourne Airport
• Brisbane Airport
• Port of Brisbane
• NSW Ports and
• Southern Cross Station.

Super funds and other large institutions invest with IFM Investors because they have a track record of delivering long-term investment returns that are among the highest of any infrastructure fund in the Australian market.

These assets usually have little competition and strong market positions. They typically have long operating lives and investment horizons, and constant or growing demand.

This unique market position means that historically, the returns have produced relatively stable yields.

Due to the strong performance of these underlying assets, the IFS Infrastructure Investment Model is setting a benchmark return of 10%p.a. 3

Little competition… Strong market positions… Long operating lives…  Benchmark return of 10% p.a. 3

Who is the IFS Infrastructure Investment Model suitable for?

As this investment is illiquid it pays to carefully consider your long term situation. This investment may be suited to:

• Investors wishing to diversify their portfolio who have $50,000 or more to invest
• Investors who are seeking a long term investment and are comfortable investing their money for a period of 5 to 7.5 years, possibly longer. For instance those who are investing for long term future financial goals like education costs or those who have reached their super contributions cap and are looking for other ways to save for retirement
• Investors that understand the risk/return profile of infrastructure assets.

How to invest?

The IFS Infrastructure Investment Model is only available through the Industry Fund Portfolio Service (IFPS), the IFS online investment and administration platform. If you are a new investor you will need to establish an IFPS account as well as a Cash Management Account. We will assist you through this process.

The IFS Infrastructure Investment Model is just one of many investment options available through the IFPS.

You can choose from a range of other investment models depending on your investment timeframe, the level of risk you’re comfortable with and how much you have available to invest (starting with as little as $1,500). Then there are term deposits as well as the opportunity to invest directly in ASX-listed securities.

The platform also provides online access to your account and comprehensive reports to help you make informed investment decisions.

A complimentary meeting with an IFS Adviser is available to explain how the IFPS works and help you with the application process.

How exactly does it work?

When you choose the IFS Infrastructure Investment Model of the IFPS, your money is pooled with other investors’ funds and if certain conditions of investment are met it will be invested in the IFS Infrastructure Fund 1. which in turn invests in the IFM Fund 2  managed by IFM Investors .

The IFM Fund invests into infrastructure assets located predominantly in Australia.

Investment in the IFS Infrastructure Investment Model occurs on a per series basis, and subject to meeting certain investment composition requirements of the IFM Fund. These are explained in detail in the Industry Fund Portfolio Service PDS.

Each series comprises two stages.  A summary of the initial series, Series 1 is as follows:

• Series 1 is open to investor applications for a period of up to 12 months (if not filled sooner).
• IFS awaits investment into the IFM Fund for up to 6 more months after applications close.
• During Stage 1, while waiting investment into the IFM Fund, investor funds are invested with the same allocation as the IFS Secure Investment Model.