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
invested in European Infrastructure
of combined experience among our infrastructure investment leaders
debt investments since 2013
equity investments since 2017
Infrastructure debt capital raiser worldwide
Discover our investment strategies
Access opportunities in real estate equity, private debt & alternative credit, infrastructure, impact investing and hedge funds.
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Leaders in infrastructure
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.
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.
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.