With the global growth outlook remaining subdued there is continuing demand for products that provide real returns, growing income streams and diversification.
From an economic perspective, the world’s population is growing and ageing, and with that comes the strain on resources including housing, transport, healthcare, energy etc. Real assets have become very popular over the years but access mostly stems from private equity style vehicles where investors were prepared to take a long-term holding, sacrificing liquidity for better return.
We feel that offering a more liquid strategy that can generate sustainable, predictable and secure cash flow with a low correlation to traditional investments is compelling.
Why real assets?
The near-term investment backdrop of low interest rates, lurking inflation, elevated uncertainties and geopolitical concerns creates a compelling investment case for long-term real assets.
Dividend strength in real assets is evident in the current environment, making it a compelling proposition for those seeking resilient income.
Real assets form the foundations of any functioning economy, enabling the provision of energy, education, healthcare, food and water, shelter, transport and communications. It is a global theme in every respect that exhibit distinct, attractive characteristics that separate themselves from other asset classes.
Our investments are centred around the sustainable long-term theme of pillars of a functioning economy. The focus is on investments that are key for a successful economy and beneficiaries of demographic changes.