Infrastructure

Focus on structural megatrends in the transition sector

The focus is on direct investments in modern infrastructure facilities in the transportation, energy and waste disposal sectors in Europe and Switzerland.

Key information about the planned Infrastructure Direct investment group

Investment opportunities and services tailored to registered Swiss employee benefits institutions as per BVG
Evergreen investment group offering investors the flexibility to customise the term of their investment
Envisaged first closing: End 2^nd quarter 2025
Launch of the investment group on reaching a minimum volume of EUR 50 million initial portfolio focussing on infrastructure in Europe and Switzerland
Collaboration with a professional asset manager specialising in the field of infrastructure investments

Transport solutions

Investment strategy

The portfolio aims for a target return of 7%-10% p.a. (net) IRR in EUR, distributions of 3-4% p.a. in EUR
Primarily direct investments in brownfield and ready-to-build infrastructure assets with a core/core + risk profile (greenfield projects as a supplement)
Investment strategy focuses on ownership of the real assets and strict control of the value drivers of the infrastructure assets

Advantages for investors

Infrastructure investments involve real assets that help increase overall portfolio diversification and provide inflation protection
The investment group offers easy access to a first-class portfolio of unlisted infrastructure investments
High level of security guaranteed by the Investment Foundation’s strict quality standards
Transparent structure focussing on the alignment of interests
Extensive participation, information and control rights
Services tailored to Swiss employee benefits institutions: tax-optimised investment vehicle, comprehensive reporting and personal client support
Cost-efficient investment structure and preferential terms for first-time investors