@thecapitalist.... Listened to Warryn re the Lazard Global Infrastructure Fund...... It was definitely soporific, but at the same time educational, given that its now 6 months old. Definitely a boring, predictable and reliable investment that offers reasonable and safe returns. Warryn certainly knew his subject and Lazard certainly has a good filter for weeding out the "also rans" a sideline investment for you might be to invest in Atlas Ateria (which he mentions) which has been sold off on the basis of the French (possible) tax which would (if instigated) would only affect ALX minimally. Certainly a safe and reliable, well managed, investment that should certainly over time, provide a better TSR than the Wilson Funds appear to be producing. And I think thats what you were after. A good mix with Auscap I think... one Aussie and equities, the other international and utilities. Thumbs Up !
