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.
+10.32% p.a
Annualised Return Since Strategy Inception (net of fees) as at 31 January 2026
+92.53%
Total Return Since Strategy Inception (net of fees) as at 31 January 2026
$1.0071
NAV Unit Price as at 31 January 2026
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
| Monthly Report | |
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January 2026 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.
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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.