About UTA

About UTA

Utilities Trust of Australia (“UTA” or the “Fund”) is an open-ended core infrastructure fund for institutional investors with a long-term investment horizon and a low-to-moderate appetite for risk.  The Fund has a globally diversified portfolio of quality assets and a track record of delivering strong returns with low volatility over time. 
 
UTA was established in 1994 and is one of Australia’s first infrastructure investment funds. As at 30 June 2019, UTA had more than A$6 billion in assets under management, including invested capital and undrawn commitments. UTA is managed by Morrison & Co Utilities Management (Australia) Pty Ltd (ABN 66 624 308 809) ("Manager").  UTA provides global investors with an established and diversified infrastructure portfolio. 

The portfolio has been constructed to protect against inflation, deliver strong cash yields and have low volatility. The open-ended nature of the Fund allows the UTA Trustee to take a long-term view and the Manager to actively manage the assets to enhance value over time.

UTA is focused on investing in infrastructure assets globally and has outperformed its benchmark since inception, delivering a net return of 11.11% per annum across 25 years to 30 June 2019.

Morrison & Co took over as Manager on 1 July 2018 from Hastings Fund Management.