PATRIZIA is a specialist real asset manager with an outstanding global track record spanning over 38 years
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
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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
PATRIZIA Low Carbon Core Infrastructure Fund
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
OECD CPI + 5% p.a. measured over 5 years
30 May 2016
Investment Management Fee (share class A)
Platform Management Fee
Minimum Investment (share class A)
Suggested Minimum Time Frame
Morningstar Rating for Class A USD. Morningstar category: Sector Equity Infrastructure. As at 31/05/2022.
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