Our approach to infrastructure equity

We aim to deliver stable, long-term returns to our clients through our infrastructure equity strategies  by investing in core plus and value-add assets across Europe, which accelerate and benefit from the transition to a low-carbon economy. We leverage our infrastructure equity team’s deep experience and network to source attractive opportunities in our target sectors. We also manage segregated mandates to customise outcomes for clients, and constantly evolve our approach to bring opportunities to our clients.

The increasing investor requirement in the UK and Europe to invest in climate transition creates a compelling opportunity for our clients. We seek to invest in infrastructure equity sectors that align to the transition, including renewables, energy storage, EV infrastructure, digital infrastructure, hydrogen and biogas. We believe much of the additional investment required will be in new or emerging technologies where there is no defined demand yet.

Potential benefits of infrastructure equity strategies

Climate transition alignment

Investing to accelerate the climate transition as well as aiming to deliver risk-adjusted returns.

Attractive cash flows

Potential for stable and predictable cashflows over the long term, while capturing capital growth.

Core plus and value-add opportunities

Access to attractive brownfield infrastructure equity opportunities in the core plus and value-add markets across Europe, with strong growth prospects.

Customised outcomes

The team manages a number of segregated mandates where we offer customised infrastructure equity solutions to meet our clients’ requirements. 

Key risks of infrastructure equity

Investment risk

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Real estate risk

Where funds are invested in infrastructure, investors may not be able to redeem any units in the fund when they want because infrastructure assets may not always be readily saleable. If this is the case we may defer a request to redeem units.

Valuation risk

Certain assets held in the fund could, by nature, be hard to value or to sell at a desired time or at a price considered to be fair (especially in large quantities), and as a result their prices could be very volatile.

Regulatory shifts

The frameworks for managing essential infrastructure services can change.

Infrastructure equity team

  • Darryl Murphy

    Managing Director, Infrastructure

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