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Various trends – such as the decarbonization of the economy, sustainable energy supply, and the digital transformation – require high levels of investment in infrastructure, for example data centers, solar power plants, wind farms, and battery storage solutions.
Since they are capital-intensive and cannot always be funded by the public sector, infrastructure investments present an opportunity for pension funds to diversify their portfolios and enjoy the prospect of attractive returns (see chart).
Expected returns in CHF and volatility of asset classes
The fund invests for the long term and offers a solid, sustainable real estate portfolio with the following characteristics:
As of October 1, 2020, infrastructure investments can be allocated to the infrastructure asset class under OPO 2 and do not qualify as alternative investments, provided they do not systematically employ leverage. This applies to the fund as AXA clearly stipulates in the fund documents that leverage is only permitted for operational purposes.
AXA Vorsorge Private Infrastructure Fonds invests in infrastructure companies worldwide – primarily in OECD countries.
