PATRIZIA

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PATRIZIA is a specialist real asset manager with an outstanding global track record spanning over 38 years

About

With operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 38 years. PATRIZIA manages more than EUR 55 billion in assets and employs over 1000 professionals at 27 locations worldwide.* Through its PATRIZIA Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped around 250,000 children in need worldwide gain access to education and thus, has given them the chance of a better life over the last 21 years.

*As at 30 June 2022.

You can find further information at www.patrizia.ag

To view the PATRIZIA funds offered in Australia, switch to Fidante Partners’ Australia site by clicking on the world map in the right-hand corner of your browser.

Approach

PATRIZIA Infrastructure focuses on investing in core infrastructure assets that have monopoly characteristics and supply essential facilities and services needed for the effective functioning of communities. By investing in core infrastructure assets which typically have predictable cash flows, PATRIZIA Infrastructure aims to generate a defensive equity return with a moderate yield and add value through active asset management.

PATRIZIA Infrastructure’s investment philosophy is: 

  • Only invest in ‘core’ infrastructure
  • Build a diversified portfolio of quality assets
  • Ensure every acquisition has a conservative capital structure and a sustainable cash yield
  • Don’t overpay, and be a patient investor

Funds

PATRIZIA Low Carbon Core Infrastructure Fund

Strategy

The PATRIZIA Low Carbon Core Infrastructure Fund (the Fund) provides investors with exposure to a diversified portfolio of 30 to 60 core infrastructure stocks, across sectors such as airports, toll roads, electricity and natural gas grids, and water utilities.  The Fund seeks to invest in high quality assets that have predictable revenues and cash flows with built-in inflation protection.

Infrastructure assets have long lives and steady cash flows, and the Fund has been designed to capture these asset class characteristics.  The Fund is defensively constructed and true-to-label, with a benchmark unaware, ‘quality’ focused approach. 

Suits Investors Seeking:

  • Moderate to high levels of return and are comfortable with the possibility of moderate to high levels of volatility
  • A diversified portfolio of global listed infrastructure assets
  • To invest for at least five years

Benchmark

OECD CPI + 5% p.a. measured over 5 years

 

30 May 2016

Inception Date

0.30%

Investment Management Fee (share class A)

 

Semi-Annual

Distribution Frequency

0.15%

Platform Management Fee

$1,000

Minimum Investment (share class A)

5 Years

Suggested Minimum Time Frame

Morningstar RatingTM

 

            

 

Morningstar Rating for Class A USD. Morningstar category: Sector Equity Infrastructure. As at 31/05/2022.  

© 2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Team

Ursula Tonkin WHIT 130x125
Head of Listed Strategies
Ursula Tonkin
Graham Matthews WHIT 130x125
Chief Executive
Graham Matthews
Saji Anantakrishnan WHIT 130x125
Head of Australia and Asia
Saji Anantakrishnan
Justin Webb WHIT 130x125
Head of Investment Solutions
Justin Webb
Tayo Werkhoven
Associate Director - Operations
Tayo Werkhoven
Ayaz Memon WHIT 130x125
Senior Portfolio Analyst
Ayaz Memon
Jesse Wylde Brown WHIT 130x125
Portfolio Analyst
Jesse Wylde-Brown

For information on the application of the Sustainable Finance Disclosure Regulation please refer to the Investment Manager’s website which provides disclosures and information for the sub-fund and the Investment Manager.

Related Resources

Sustainable Aviation Fuels

Ready for Take Off: How Sustainable Aviation Fuel Will Propel Airlines to Net Zero

PATRIZIA's latest thought leadership explores the strategies outlined by the airline industry to reduce carbon emissions.   Read more
Infrastructure and Climate Change Part Three

The Importance of Infrastructure in the Transition to Low Carbon: Part Three

PATRIZIA's latest thought leadership series explores the important role of infrastructure in the transition to low carbon. In the final part of the three-part series, PATRIZIA considers how markets are already changing in response to climate change, before reflecting on what concrete steps investors need to take in order to successfully navigate the infrastructure asset class.  Read more
The Importance of Infrastructure in the Transition to Low Carbon

The Importance of Infrastructure in the Transition to Low Carbon: Part Two

PATRIZIA's latest thought leadership series explores the important role of infrastructure in the transition to low carbon. In part two of the three-part series, PATRIZIA looks at the various costs and risks which the investor needs to carefully examine in order to successfully navigate the infrastructure asset class. Read more