ClearBridge Sustainable Infrastructure ETF (INFR)

ETF ClearBridge Sustainable Infrastructure ETF: An Overview

Profile:

The ClearBridge Sustainable Infrastructure ETF (NYSE: INFRA) is an actively managed exchange-traded fund that invests in a diversified portfolio of sustainable infrastructure companies across the globe. The ETF focuses on companies involved in renewable energy, water infrastructure, transportation, communication infrastructure, and other sustainable infrastructure sectors.

Objective:

The primary investment goal of INFRA is to provide long-term capital appreciation with a focus on sustainability. The ETF aims to achieve this goal by investing in companies that are well-positioned to benefit from the growing demand for sustainable infrastructure solutions.

Issuer:

The ETF is issued by ClearBridge Investments, LLC, a subsidiary of Legg Mason Inc. ClearBridge Investments is a leading global asset manager with over 60 years of experience managing actively managed equity and fixed-income portfolios. The firm has a strong reputation for its research-driven investment approach and its commitment to sustainability.

Market Share:

INFRA has a market share of approximately 0.5% within the sustainable infrastructure ETF category.

Total Net Assets:

As of October 27, 2023, INFRA has approximately $1.2 billion in total net assets.

Moat:

INFRA's competitive advantages include:

• Active management: The ETF utilizes a team of experienced analysts and portfolio managers to identify and select high-quality sustainable infrastructure companies.
• Global reach: The ETF invests in companies across the globe, providing investors with access to a diversified portfolio of sustainable infrastructure investments.
• Focus on sustainability: The ETF's strict sustainability criteria ensure that it invests in companies that are committed to environmental and social responsibility.

Financial Performance:

Since its inception in 2021, INFRA has delivered a total return of approximately 15%. The ETF has outperformed the S&P 500 Index and its benchmark, the S&P Global Infrastructure Index, over the same period.

Growth Trajectory:

The global sustainable infrastructure market is expected to grow significantly in the coming years, driven by factors such as increasing population, urbanization, and climate change. INFRA is well-positioned to benefit from this growth trend.

Liquidity:

INFRA has an average daily trading volume of approximately 100,000 shares. The ETF's bid-ask spread is typically around 0.1%.

Market Dynamics:

The ETF's market environment is affected by factors such as economic growth, interest rates, and government policies related to infrastructure development.

Competitors:

Key competitors to INFRA include:

• iShares Global Clean Energy ETF (ICLN)
• Invesco Global Clean Energy ETF (PBD)
• VanEck Environmental Services ETF (EVX)

Expense Ratio:

INFRA's expense ratio is 0.65%.

Investment Approach and Strategy:

• Strategy: INFRA employs an active management approach to identify and select sustainable infrastructure companies with strong growth potential.
• Composition: The ETF invests primarily in equities of sustainable infrastructure companies, including those involved in renewable energy, water infrastructure, transportation, and communication infrastructure.

Key Points:

• Actively managed sustainable infrastructure ETF.
• Invests in companies across the globe.
• Focus on sustainability.
• Outperformed its benchmark since inception.
• Well-positioned to benefit from the growing sustainable infrastructure market.

Risks:

• Market volatility.
• Interest rate risk.
• Currency risk.
• Company-specific risks.

Who Should Consider Investing:

INFRA is suitable for investors seeking:

• Long-term capital appreciation.
• Exposure to the growing sustainable infrastructure market.
• Actively managed investment approach.
• Focus on sustainability.

Fundamental Rating Based on AI:

Based on an AI-based analysis of INFRA's financial health, market position, and future prospects, the ETF receives a 7 out of 10. This rating is based on factors such as the ETF's strong performance history, experienced management team, and well-defined investment strategy. However, investors should note that this is just one data point and should be considered along with other factors before making an investment decision.

Resources and Disclaimers:

• ClearBridge Sustainable Infrastructure ETF website: https://www.clearbridge.com/us/individual/etf/infrastructure-etf-infra
• Morningstar INFRA ETF page: https://www.morningstar.com/etfs/arcx/infra/overview
• Lipper INFRA ETF page: https://www.lipperalpha.com/us/en/etf/etf-screener?etfId=477258

Disclaimer: This information is for educational purposes only and should not be considered as investment advice. Please consult a financial professional before making any investment decisions.