Infrastructure outlook Q3 2025: Resilience and opportunity
Infrastructure investment gains momentum in Q3 2025, driven by energy, transport, and a stabilising economic and policy landscape.
The Dexus Global REIT Fund delivered a 4.40%* return in the September quarter, outperforming its benchmark1 by 59 basis points. Strong stock selection drove gains, while a slight drag came from underweight positions in certain sectors. We remain focused on resilient income streams and see attractive long-term opportunities despite market uncertainty.
Watch the Fund Manager’s video above or download the full report for all the details.
*Returns after all fees and expenses. Assumes distributions are reinvested. Investors’ tax rates are not taken into account when calculating returns. Returns and values may rise and fall from one period to another. Past performance is not an indicator of future performance. Fund’s inception date used to determine return: 1 April 2020.
1GPR 250 REIT Net Index (AUD) Yield.
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