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Infrastructure

Essential Infrastructure

Accelerating economic development and potential investment benefits.

SUSTAINABLE INFRASTRUCTURE
Infrastructure, Global Opportunity
Infrastructure, Global Opportunity

A Global
Opportunity

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.

Infrastructure’s Potential Investment Benefits

Stable and Predictable Income

Stable and predictable income and cash flow may be achieved through long-duration contracts and near-monopolistic characteristics of infrastructure assets.

Lower Economic Sensitivity

The persistent demand for infrastructure products and services has resulted in a historically low correlation to other asset classes providing potential portfolio diversification benefits.

Attractive Historical Returns

Infrastructure has historically generated attractive total returns consisting of current income and appreciation.*

Inflation Protection Potential

Many infrastructure assets have inflation-linked pricing in their contracts functioning as a potential hedge against future inflation.

* MSCI, J.P. Morgan Asset Management

Investing in
Global Megatrends

The Fund's investment strategy focuses on three global
megatrends:

01

Digital Transformation

02

Energy Transition

03

Enhancement of Aging Infrastructure

01

Digital Transformation

Megatrend

As digital technologies expand, investment in digital infrastructure is needed to keep pace with the growth.

Opportunity

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.

digital transformation

02

Energy Transition

Megatrend

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.

Opportunity

Clean energy infrastructure investment is required from both public and private sectors leading to opportunities in the generation, transmission, distribution and storage of energy.

infrastructure decarbonization

03

Enhancement of Aging Infrastructure

Megatrend

Aging roads, water systems, telecommunication systems, power networks, and other infrastructure hinder economic development and quality of life.

Opportunity

Investment is needed globally to close the gap required to maintain and modernize existing infrastructure to foster economic growth.

enhancement of aging insfrastructure

More than the bottom line

Learn how investing in global sustainability initiatives can grow portfolios and income while doing good.

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