Infrastructure sits at the intersection of income and inflation protection. The assets are tangible and essential (utilities, transport, digital networks, energy transition), and the cash flows they produce are typically long-dated, regulated, and indexed to inflation. For BG Wealth clients, infrastructure is a core diversifier alongside private credit and listed equities.
Direct and fund-based exposure to global infrastructure: utilities, midstream energy, digital infrastructure (data centres, towers, fibre), transport (toll roads, airports, ports) and the energy-transition build-out. Investments are typically structured through institutional open-ended funds or co-investments alongside large infrastructure managers.
Infrastructure delivers a combination retail portfolios rarely reach: 7.5–9% per annum distribution yields, capital growth from asset appreciation, inflation-linked cash flows, and low correlation to listed markets. These are the assets economies are built on; they get used through cycles.
Through BGW-approved global infrastructure income strategies running open-ended structures with currency hedging into AUD where appropriate. BG Wealth can size positions to deliver targeted income, growth, or a balanced blend, and integrate them with private-credit and real-asset positions for a coordinated income sleeve.
Most open-ended infrastructure funds offer monthly or quarterly redemptions subject to fund liquidity and queues. Risks include regulatory change, energy-price and demand shocks (for transport and midstream assets), and currency volatility on un-hedged exposures. Returns are indicative; capital is at risk.
We'll tell you straight: whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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