Global Equities
Global Infrastructure
The Global Infrastructure Fund is more than an investment; it is an opportunity to access global listed infrastructure with liquidity, diversification and disciplined active management.
+11.17% p.a
Annualised Return Since Strategy Inception (net of fees) as at 30 November 2025
+99.03%
Total Return Since Strategy Inception (net of fees) as at 30 November 2025
$1.0411
NAV Unit Price as at 30 November 2025
1 July 2025
Fund Inception
APIR Code
CTS1732AU
Invest in the High-Growth and Rapidly Expanding Global Infrastructure Sector
The TAMIM Global Infrastructure Fund aims to deliver long-term capital growth and income by investing in a diversified portfolio of 40–60 listed infrastructure companies from a global universe of over 400 securities. The Fund focuses on essential services across traditional and digital infrastructure sectors, including utilities, transport, energy, data centres and telecoms, while maintaining higher liquidity than private infrastructure funds.
Infrastructure is evolving rapidly. Once limited to roads and bridges, today’s infrastructure encompasses the digital and sustainable systems enabling modern life. These assets are vital to addressing urbanisation, climate change and digital transformation, and they offer investors the potential for long-term income, capital appreciation and portfolio diversification.
About the Global Infrastructure Fund
Achieve Long-Term Growth within Defined Risk Parameters
The TAMIM Global Infrastructure Fund seeks to deliver long-term capital growth and income by investing in 40–60 listed infrastructure companies globally. With exposure to over 400 potential securities, the Fund targets both traditional assets like utilities, transport and energy, as well as digital infrastructure such as data centres and telecoms. Unlike private infrastructure vehicles, the Fund offers monthly liquidity and public market transparency.
Diversified international shares
- Global infrastructure exposure across energy, transport, utilities and digital assets
- Megatrend Focus: Targets themes like decarbonisation, digitisation, and reshoring
- Stable, Inflation-Linked Income with long-term growth potential
- Disciplined Process blending quantitative and fundamental ASG research
- Listed Assets Only for liquidity and portfolio flexibility
All investments carry risk
While we cannot outline every potential risk, detailed information is available in the relevant information memorandums and additional information booklets.
The Portfolio Manager: Robert Swift
Robert Swift, CFA, manages the global infrastructure strategy at TAMIM Asset Management through Delft Partners, an active global equity manager. With over 35 years in the global investment industry, he brings a wealth of experience from managing funds in Sydney, Boston, USA and London, UK. Robert also serves on the investment committee at the Count Charitable Foundation in Australia and on the investment committee for a Dubai-based asset allocation wealth manager.
Fund Performance
Reports and Factsheet
Reports
July 2025 Factsheet
Discover further details about the fund’s investment strategy, the investment team, and the investment process.
Investment Philosophy and Process
Learn about the fund investment philosophy and process.
Resources
| Webinar Videos | Webinar Snippets | Whitepapers |
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Fund Facts
Investment Parameters
| Management Style: | Active |
| Investments: | Global Equities |
| Investable universe: | 400 Global Infrastructure Securities |
| Number of securities: | 40-60 |
| Derivatives: | No |
| Leverage: | No |
| Portfolio turnover: | Typically < 25% p.a. |
| Cash level: | 0-100% (typically 0-20%) |
Fund Profile
| Investment Structure: | Unlisted Unit Trust available to wholesale or sophisticated investors |
| Minimum Investment: | $100,000 |
| Management Fee: | 1.25% p.a. |
| Admin & Expense Recovery: | Up to 0.35% |
| Performance Fee: | 20% of performance in excess of hurdle |
| Hurdle: | Greater of: RBA Cash Rate +2.5% or 4% |
| Buy/Sell Spread: | +0.25% / -0.25% |
| Applications: | Monthly |
| Redemptions: | Monthly with 30 days notice |
| Investment Horizon: | 5+ years |
| Distributions: | Annual |
Investor Profile
The TAMIM Global Infrastructure Portfolio suits investors who:
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Wants exposure to global infrastructure
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Explore the TAMIM Global Infrastructure Portfolio
If you would like to understand how global equities or a global infrastructure fund may fit within your broader investment approach, our team is available to help. Contact us to request further information or discuss your objectives with TAMIM Asset Management.
FAQs
What does global equities mean?
Global equities refer to shares in publicly listed companies across multiple countries and regions. Investing in global equities gives investors exposure to international markets, industries and economies beyond a single country, helping spread risk while participating in global economic growth through listed companies.
What are infrastructure equities?
Infrastructure equities are shares in listed companies that own, operate or manage essential infrastructure assets. This includes utilities, transport networks, energy systems, data centres and telecommunications. A global infrastructure equity provides exposure to these assets through public equity markets rather than direct or private ownership.
Are global equities a good investment?
Yes, global equities can be a suitable investment for some investors, depending on their objectives, time horizon and risk tolerance. They offer access to global growth opportunities but also involve market volatility, currency movements and economic risk, which means outcomes can vary over time.
How much money is in global equities?
Global equities represent one of the largest financial markets in the world, with tens of trillions of dollars invested across global stock exchanges. This scale reflects the breadth of companies, sectors and regions available to investors through listed equity markets worldwide.
What is the best global equity fund to invest in?
There is no single best global equity fund to invest in because suitability depends on individual goals, risk profile, investment horizon and strategy. Factors such as costs, diversification, management approach and underlying exposures all influence whether a global infrastructure fund or broader fund is appropriate.
What are the risks of global equity funds?
Global equity funds carry risks including market volatility, economic downturns, currency fluctuations and geopolitical events. A global infrastructure equity fund also faces sector-specific risks linked to regulation, interest rates and asset concentration. Investors should expect prices to rise and fall over time.
Insights
Are We in a Bubble, or Are We Just Forgetting How Markets Work?
Financial markets rarely move in straight lines, but the past six years have been turbulent enough to make even seasoned investors question their intuition. We have lived through political upheaval, a global health crisis, dramatic swings in...
Twelve Lessons From a Turbulent Year
A year end conversation with Ron Shamgar and Robert Swift, moderated by Darren Katz As 2025 draws to a close, I decided to approach our final newsletter with a different idea. Instead of another macro roundup or performance commentary, I invited...
Why Deep Reading Still Matters — and the Books I’m Taking Away This Year
Every December, as markets thin out and inboxes quieten, I perform a ritual that has become one of the most important parts of my investing year. I build my Christmas reading list. Not a list of holiday-fluff beach reads, and certainly not...
Global Cycles Turning: Why Three Unfashionable Giants Are Quietly Repricing the World
Written by Robert Swift Investors adore narratives that offer emotional comfort. “AI will save us”, “recession is cancelled”, “central banks have everything under control”, and other fairytales that make market commentators feel clever. The...
Lessons From Omaha: Why Character Outperforms Strategy in Long Term Investing
There are moments in markets when noise becomes deafening and investors search for a signal that cuts through it. Warren Buffett’s final shareholder letter does exactly that. It is part memoir, part reflection, and part masterclass in how to think...
Three Quiet Achievers: Why EDU, CCR and AHC Deserve a Place on Every Small Cap Watchlist
Edu Holdings, Credit Clear, and Austco Healthcare are three disciplined operators gaining momentum across education, collections technology, and healthcare systems. With improving earnings quality, attractive valuations, and multi-year structural tailwinds, these companies represent some of the most compelling quiet achievers on the ASX.
Invest via TAMIM Fund
Invest via IMA
The TAMIM Global Infrastructure strategy is available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms or request Investment Documentation via form.