Infrastructure
Essential infrastructure with long-duration, inflation-linked cash flows.
Strategies / Real Assets
Overview
Infrastructure investments target assets that provide essential services with high barriers to entry, regulated or contracted revenue, and pricing that keeps pace with inflation.
The energy transition, digitalisation and population growth are creating a multi-decade capital requirement across generation, storage, transmission, data and transport networks.
We invest in both operating assets seeking a long-term owner and mid-construction platforms where our capital and governance accelerate build-out.
10+ yrs
Investment horizon
Contracted
Revenue profile
CPI-linked
Pricing mechanism
What We Look For
- Renewable generation, storage and grid services
- Digital infrastructure including fibre and data centres
- Transport, ports and logistics infrastructure
- Utilities, water and waste platforms
Our Approach
Contracted revenue
Preference for regulated frameworks or long-term offtake agreements.
Inflation linkage
Revenue mechanisms indexed to CPI where available.
Platform building
Buy-and-build across fragmented asset classes.
Stakeholders
Community, regulator and government engagement from the outset.