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.
+11.04% p.a
Annualised Return Since Strategy Inception (net of fees) as at 31 October 2025
+95.82%
Total Return Since Strategy Inception (net of fees) as at 31 October 2025
$1.0243
NAV Unit Price as at 31 October 2025
1 July 2025
Fund Inception
APIR Code
CTS1732AU
Invest into 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, and 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
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 & Factsheet
Reports
| Monthly Report | |
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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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Insights
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The Physical Foundations of a Digital Future Every new industrial revolution begins with a dream, but it survives only through its infrastructure. Beneath the glossy surface of AI models, electric vehicles, and connected cities lies a far less...
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.