Infrastructure, the theme of tomorrow

3 min read 20 Jun 22

Invest in the themes of tomorrow

"We only invest in companies that benefit from the effects of the four investment themes mentioned below, and remain committed to our leitmotif: themes rooted in reality".

Alex Araujo, Fund Manager

Why thematic investing?

Four major themes currently dominate the changing world we live in: demographic change, the need to address environmental challenges, the expansion and renewal of infrastructure and technological innovations. Every day, every individual is affected. Our goal is to exploit the long-term opportunities arising from these thematic trends in a disciplined manner. 

The fund focuses on four main themes: demographics, environment, infrastructure and innovation. Each of these four themes is divided into two sub-themes.

Please note that the value of the fund's assets may fluctuate, causing the net asset value of the fund to fall or rise. You may not get back the amount originally invested.


Without infrastructure the daily things of our everyday life, which we take for granted, are inconceivable. In the same way, the economy can only grow and prosper if it has a functioning infrastructure. By 2030, there will be an investment gap of several trillion US dollars that needs to be closed or at least reduced. From roads to airports to railroad networks, companies that we could invest in include those that guarantee the smooth functioning of the economy and our everyday lives.

Where do we invest?


One of the world's leading infrastructure groups. On the one hand, Vinci is an operator of various infrastructure facilities including toll roads, which generate stable and reliable cashflows. On the other hand, as a construction group, the company benefits over the long term from the urgent need to invest in the expansion and renewal of infrastructure.

Example of portfolio company (as of 31 March 2022).

For more information on the financial terms used on this page, see the glossary.

The views expressed in this document should not be taken as a recommendation, advice or forecast.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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