This month, the Global Listed Infrastructure Fund managed by Van Lanschot Kempen Investment Management celebrates its fifth anniversary. Launched in January 2019, the investment fund invests in equity shares of companies listed on the global stock exchanges worldwide, including emerging markets, whose principal business is in infrastructure. Sectors that the fund invests in range from airports, toll roads, ports and oil & gas storage, to telecom towers, satellites and (regulated) utilities. The fund offers investors a convenient way of gaining exposure to global listed infrastructure companies on international equity markets. It aims to achieve a long-term return for investors, through both capital growth and income. 

Jags Walia, Head of the Global Listed Infrastructure Fund: 
“Over the past few years the world has reshaped multiple times, and infrastructure was always at the heart of the transformation. We believe that strategic investments in infrastructure are the key to driving positive change and are pleased to see this reflected in our Fund, which has, since its inception, grown from €5 million to €150 million in assets under management. As we mark our 5 year anniversary I would like to express my gratitude to our clients for their trust and commitment and to the team for the exciting journey so far. We look forward to new opportunities to further grow our investment pipeline in the years ahead and scale up our impact.”  

Positive change
Given that the infrastructure sector plays a key role in facilitating the global energy transition, the Fund seeks to contribute to driving positive change by promoting environmental and social characteristics. There has been no index designated as a reference benchmark, however the Fund aims to have a carbon intensity that is below the 7% reduction pathway by 2025, on a comply or explain basis. 

The Fund offers the opportunity to invest in an actively managed portfolio of listed companies that provides investors with a long-term return by investing in and managing infrastructure assets in a range of sectors across the globe.

We have classified this product as class 4 out of 7, which is a medium risk class. This rates the potential losses from future performance at a medium level. Specifics risks for investing in our listed infrastructure strategy are limited tradability, regulatory, political and operational risks.