Economic infrastructure businesses

Dynamic businesses that own their asset base in perpetuity

Typical range of equity investments

Typical range of returns per annum

Businesses generally:

  • Own their asset base in perpetuity or have long-term concessions backed by robust regulatory frameworks
  • Provide essential services
  • Have a strong market position
  • Generate stable cash flows

Some businesses may have some characteristics which, through an engaged asset management approach, can enhance returns, including:

  • Growth opportunities
  • Demand/market dynamics
  • Greater operational complexity


As at 31 March 2020, economic infrastructure businesses made up 94% of our portfolio.

Portfolio value by sector
(at 31 March 2020)

Portfolio value by sector

Portfolio value by country
(at 31 March 2020)

Portfolio value by country

Back to top