Infrastructure continues to underpin the modern economy, and today’s global infrastructure transformation is elevating its role in long‑term portfolio construction.
Key themes shaping the opportunity:
Differentiated Diversification: Low overlap with traditional equities and underrepresentation in global indexes.
Exposure to Major Megatrends: AI, digitalization, electrification and supply chain shifts are driving sustained demand.
Resilient Business Models: Essential services, regulated frameworks and historically stable cash flows.
Inflation‑Linked Revenue: Pricing structures that help maintain purchasing power through cycles.
Expanding Global Capital Needs: $94T needed by 2040 with a $15T funding gap, creating a multi-decade investment opportunity. (UN, Global Infrastructure Outlook, November 2025)
We believe listed infrastructure provides a transparent, liquid path for investors to participate in the long‑term evolution of essential global assets. (Click on image to view more slides).
If you’re an RIA interested in exploring how listed infrastructure may complement long term client allocations, let’s connect.
Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC. For important information about the Fund, please click here.