Key characteristics

  • 01 Protected by regulation

    Assets that produce attractive returns that are set and protected by regulation or long-term contracts.

  • 02 Stable long-term contracts

    Infrastructure assets often operate with predictable and recurring revenue streams supported by long-duration contracts.

  • 03 Sustainable competitive advantage

    Companies with enduring physical assets that possess a sustainable competitive advantage.

  • Lorem ipsum dolor sit amet networks

  • Consectetur adipiscing power elit

  • Eiusmod tempor ports and highways

Company example

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  • Sed ut perspiciatis unde omnis

  • Natus error sit voluptatem

Company example

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  • At vero eos et accusamus

  • Iusto odio dignissimos ducimus

  • Blanditiis praesentium voluptatum

Company example

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Investing in infrastructure is...

Consistent

Cash-flows can be highly predictable with consistent revenue streams, providing a source of income to the fund.

Future-Facing

Exposure to long-term growth themes including power demand, electrification and digital infrastructure demand.

Stable

Inflation-linked growth potential with attractive upside/downside characteristics and drawdown mitigation potential.

Tom Levering

Equity Portfolio Manager

The current environment for infrastructure is the best I have seen in my near 30 years of investing, given growth expectations are at their highest and valuations aren’t reflecting that growth.