Infrastructure Equity

  • Expertise

    30 years investing in infrastructure making AMP Capital one of the longest standing and experienced investors in the industry.

  • FUM

    US$10.6 billion1 in infrastructure equity assets under management

     

     

     

    1As at 31st December 2017

  • Reach

    Investments in more than 40 portfolio companies across 10
    geographies.

  • Global

    Investment teams in London, Dublin, New York, Orange County, New Delhi and Sydney.

  • Ranking

    3 of AMP Capital’s infrastructure funds in the top 10 of the 2017 GRESB Infrastructure rankings for the best infrastructure funds globally for ESG performance

Investment philosophy

Infrastructure is one of the fastest growing asset classes around the world with an 8% year on year increase in AUM globally in 2017.

It’s expected that almost US$78 trillion will be spent globally between 2014 and 2025 on capital projects and infrastructure2.

Portfolio allocations to infrastructure have grown significantly in recent years and this trend is expected to continue, as is the trend for more private capital to replace aging infrastructure or fund new projects.

AMP Capital has been investing in infrastructure for nearly 30 years and is one of the very few truly global
mid-market players.

 

2PwC, ‘Capital project and infrastructure spending: Outlook to 2025, 2014 (https://www.pwc.com/gx/en/capital-projects-infrastructure/publications/cpi-outlook/assets/cpi-outlook-to-2025.pdf)

Investment strategy

Compelling global mid-market infrastructure fund proposition. 

Our strategy is to source mid-market investments, applying private equity discipline to maximise value and drive returns in infrastructure assets. Our investment team has sector expertise in our key target sectors, which include transport, communications, energy and social care. We create value for investors through our active approach to asset management.

  • Scale – a truly global mid-market manager.
  • Talent – experience across our key target sectors.
  • Heritage and strength investing in real assets.
  • Infrastructure thematics – We target assets that demonstrate infrastructure like characteristics.
  • Platforms for growth – We look for scalable expansion and bolt-on acquisitions across our assets where we see opportunities to drive further value.
  • Creating value through active asset management.
  • Combining a private equity approach with AMP Capital’s strong infrastructure heritage to drive value.

Track record

AMP Capital is an experienced infrastructure investor with over 140 investments across debt and equity.

  • We’ve been providing infrastructure opportunities for our investors since 1988.

  • We have US$10.6 billion1 in infrastructure equity assets under management.

    1 As at 31st December 2017

  • We have around 70 infrastructure investment professionals globally across equity and debt strategies.

  • AMP Capital is ranked among the top 10 infrastructure managers globally, based on total assets under management2.

    Willis Towers Watson Global Alternatives Survey 2016.

ESG

Environmental, social and governance (ESG) is critical to AMP Capital’s investment philosophy and active asset management approach, as is our commitment to running well managed businesses. We appreciate the importance of ESG considerations among our investor base, and also believe sustainable businesses outperform over the long-term.

AMP Capital became a signatory to the United Nations Principles for Responsible Investment (UNPRI) in 2007 while in 2017, GRESB (Global Real Estate Sustainability Benchmark) ranked three of AMP Capital’s infrastructure funds in the top 10 of the GRESB Infrastructure rankings for the best infrastructure funds globally for ESG performance. This is in addition to scoring AMP Capital funds and companies top in four out of 10 sectors worldwide.

When investing in and managing infrastructure assets, we view ESG issues the same way we do other investment risks, focussing on identification and mitigation as part of our due diligence, including the appointment of external ESG specialist advisers where appropriate. The fact we aim for controlling stakes in our assets, alongside our approach to active asset management, ensures we are in a strong position to enact change across our assets. 

Read the full GRESB 2017 report

Investment team

A global platform with an experienced team across Europe, North America, Australia and New Zealand. Comprised of a stable, senior team with an average tenure of 8 years at AMP Capital with a broad range of investment and sector expertise.

Note: Employee of AMP Capital Investors (US) Ltd, a US registered investment advisor that offers non-discretionary advisory services to its affiliates, AMP Capital Investors Ltd and AMP Capital Investors (UK) Ltd through service agreements. Registration as a US Investment Advisor does not imply a certain level of training.

Important notes

While every care has been taken in the preparation of this information contained in this website, neither AMP Capital Investors (US) Limited nor any member of the AMP Group make any representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. There is no intention to offer or sell any funds, securities or services in any jurisdiction where such offer or sale would be unlawful under the relevant domestic law. Past Performance is not a reliable indicator of future performance. AMP Capital Investors (US) Ltd, a US registered investment advisor that offers non-discretionary advisory services to its affiliates, AMP Capital Investors Ltd and AMP Capital Investors (UK) Ltd through service agreements. Registration as a US Investment Advisor does not imply a certain level of training. All information on this website is subject to change without notice.

 

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