Accelerating economic development, global sustainability and potential investment benefits.
Infrastructure improves living standards and supports economic development. Global growth dynamics continue to drive public and private investment in infrastructure pointing to opportunities in areas such as the development and modernization of roads, power networks, water systems, and telecommunication networks.
Stable and predictable income and cash flow may be achieved through long-duration contracts and near-monopolistic characteristics of infrastructure assets.
The persistent demand for infrastructure products and services has resulted in a historically low correlation to other asset classes providing potential portfolio diversification benefits.
Infrastructure has historically generated attractive total returns consisting of current income and appreciation.*
Many infrastructure assets have inflation-linked pricing in their contracts functioning as a potential hedge against future inflation.
* MSCI, J.P. Morgan Asset Management
As digital technologies expand, investment in digital infrastructure is needed to keep pace with the growth.
This will require investment in digital infrastructure such as data centers, cellular towers, fiber networks, and more to keep data moving and stored in a secure environment.
Global adoption of renewable energy continues to grow as countries diversify and modernize their energy sources, minimize carbon emissions, and decrease reliance on less predictable trading partners. Renewables are expected to represent an increased share of global energy creation as clean energy has become the low-cost energy source.
Clean energy infrastructure investment is required from both public and private sectors leading to opportunities in the generation, transmission, distribution and storage of energy.
Aging roads, water systems, telecommunication systems, power networks, and other infrastructure hinder economic development and quality of life.
Investment is needed globally to close the gap required to maintain and modernize existing infrastructure to foster economic growth.
The Fund incorporates a sustainable investment process, which includes environmental, social, and governance considerations alongside traditional measures with the goal of maximizing long-term risk-adjusted returns.
Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process.
The Fund considers various SDGs and identifies those goals that are supported by sustainable infrastructure. The Fund intends to focus on SDGs related to (i) good health and well-being, (ii) clean water and sanitation, (iii) affordable and clean energy, (iv) industry, innovation and infrastructure, (v) sustainable cities and communities, and (vi) climate action. In selecting investments for the Fund, the Adviser and Sub-Adviser may not consider all SDGs when making investment decisions and there may be limitations with respect to the availability of investments that address certain SDGs. There is no guarantee that all investments made by the Fund will align with the SDGs at all times.
Learn how investing in global sustainability initiatives can grow portfolios and income while doing good.
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