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 Logan's 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. Logan 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.
Logan will 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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