Essential for a sustainable portfolio

Infrastructure, an offer predictable cash flow that’s insulated from cyclical economic downturns. For investors, it’s a steady, long-term asset, with a long-duration yield.

Robust returns

Infrastructure assets are split into three categories: transportation, energy & utilities, and digital. This full-sector approach can maximise resilience for investors and offers long-term stability with low demand elasticity.

Essential services

One word – essentiality – underpins our approach to infrastructure investing. We identify assets that provide essential services, such as mass transportation or communications networks, and work transparently to finance their delivery.

Highly diverse

Our infrastructure arm now manages more than 100 debt investments spanning digital, energy, social, transportation and utilities. In total, we have c. €15 billion in infrastructure assets under management1.

Debt and equity

Investments are made across the capital structure for our global clients. Our international team of experts can access the right opportunities – debt or equity – to deliver robust, risk-adjusted returns.

A leader in infrastructure

€15 bn1

debt and equity assets under management

150+ years1

of combined experience among our infrastructure professionals

100+ 1

loans made to infrastructure projects

10 1

equity stakes held in 10 major projects

#3 2

Capital raiser worldwide in infrastructure debt

The team has in excess of 150 years of experience in European infrastructure investment and asset management, bringing expertise and insight.
A wealth of expertise

Discover our strategies

Access real estate equity, private debt & alternative credit, private equity & infrastructure, and hedge funds.

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Equity investments

Our funds are invested in essential projects that have the capacity to scale. One focus is on delivering ultra-fast fibre optic telecommunication networks to customers in France and across Europe.

The Data4 Group

In 2018, we completed our acquisition of the Data4 Group, which builds, owns and operates carrier- and cloud-neutral data centres. Data4 offers a range of colocation and dedicated building solutions.

High scalability

The Data4 Group is now Europe’s largest independent colocation player. It enjoys direct access to an ecosystem of 220 providers, including 70 telecom carriers and more than 150 cloud destinations1 .

  • Source: AXA IM Alts data as at 31st December 2021

Debt investments

Behaviours and aspirations saw broad change in 2020. Renewables and digital infrastructure now offer some of the greatest investment opportunities. Investors benefit from our agile response to these shifting trends and demands.

UK onshore wind farm

In 2020, we closed a major investment in a leading onshore wind farm company in the UK. It operates 35 onshore farms, delivering revenue under medium- and long-term Power Purchase Agreements.

Delivering growth

The company benefits from a large portfolio of mature and reliable technology. Operating margins continue to grow, as added efficiencies are delivered through economies of scale, which means on-going revenue growth.

Sustainable opportunities

Forestry

AXA Group’s strategy also involves ecological forestry holdings that align with the UN’s Sustainable Development Goals.

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Risk Warning
No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested.

    Disclaimer

    This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    Companies or assets are shown for illustrative purposes only and should not be considered as advice or a recommendation for an investment strategy.

    ESG Disclaimer

    The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonised definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar but which should be distinguished because their calculation method may be different.