Listed Infrastructure

Accessing assets with predictable cash flows and long-term demand

Our approach

From the energy that powers homes and businesses, to enabling transport and digital connectivity: infrastructure supports the systems that make modern life possible. For investors, it offers exposure to companies with resilient cash flows, diversification and long-term growth potential.

Our globally diversified strategy focuses on companies exposed to long-term infrastructure demand across the energy transition, emerging market development and digitalisation. As a listed strategy, it also offers the transparency and liquidity of listed markets. Designed for investors looking for inflation-linked characteristics and a more defensive equity allocation in changing market conditions.

How we invest

Long-term returns

We aim to generate attractive total expected returns over the longer term by investing in a high- conviction, global portfolio.

• Deliver long-term total expected returns
• Capture infrastructure megatrends
• Offer diversification, inflation-linked income

Essential and resilient

Infrastructure assets underpin the functioning of economies, delivering essential services while creating value and stable cashflows.

• Defensive in periods of market stress
• Inflation protection embedded in assets
• Potential for additional capital growth

Active and global

We combine pure-play infrastructure exposure with bottom-up stock selection, capturing long-term megatrends and managing risk.

• Globally diversified with higher EM exposure
• Bottom-up selection of pure-play companies
• Data-led analysis of climate and asset risks

Fund Library

Visit our fund library for fund information and sustainability-related disclosures

View our funds

whitepapers

Capturing the megatrends

We aim to capture the long-term infrastructure megatrends across the energy transition, emerging market infrastructure and digitalisation.

Digitalisation: connectivity and digital services including broadband, 5G, cloud computing.
Decarbonisation: transitioning the global energy system from fossil-based to renewables, while reinforcing electricity networks.
Deglobalisation: expanding infrastructure to support growing populations in emerging markets.

Discover the megatrends

Strategy overview

Global Listed Infrastructure Strategy Overview

Meet our team

Jags Walia

j.walia@vanlanschotkempen.com

Connect with experts in your market

Related insights

FAQ

1. What is listed infrastructure?

2. How does listed infrastructure differ from private infrastructure?

3. You say you aim to capture megatrends, is this a thematic strategy?

4. What role does sustainability play?

5. Key risks

6. What is this fund’s emerging market exposure like?

7. What are the main drivers of returns?

Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library

Go to fund library

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.