The Infrastructure Strategy aims to deliver attractive long-term risk-adjusted returns and stable cash yield by maintaining a diversified portfolio, with a focus on core-plus real assets, in addition to core and value-add private infrastructure globally.

The strategy includes a focus on critical infrastructure with resilient cash flows, strong contractual frameworks, and downside protection. We focus on brownfield operating assets that are cash yielding, while selectively participating in development or expansion projects where construction risk is limited and appropriately mitigated.

We prioritize opportunities with defensive demand characteristics, robust counterparties, and established operating track records, while maintaining exposure across a diversified set of infrastructure sectors including energy, power and utilities, transportation, and digital infrastructure.

We maintain flexibility to invest across the capital structure to optimise risk-adjusted returns, generate stable income, and support portfolio liquidity management.

FEATURES
FEATURES
  • Brownfield operating assets
  • Strong visibility on cash yield
  • Hard currency exposure
  • Defensive demand & protected volume profile
  • Inflation protection
  • Investment-grade counterparties
SECTORS
SECTORS
  • Energy
  • Power & Utilities
  • Transportation & Logistics
  • Digital & Telecoms
GEOGRAPHIES
GEOGRAPHIES
  • Europe
  • North America
  • Asia Pacific
  • Middle East

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