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.
+9.53% p.a
Annualised Return Since Strategy Inception (net of fees) as at 31 May 2026
+89.09%
Total Return Since Strategy Inception (net of fees) as at 31 May 2026
$0.9891
NAV Unit Price as at 31 May 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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Want 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
The Exchange and the Toolmaker: Two Global Businesses That Never Mention AI
By Robert Swift There is a curious sameness to the equity conversation this year. Roughly every second idea that crosses the desk is a variation on the same theme: chips, models, hyperscaler capital expenditure, the coming compute supercycle, and...
The Second Oil Shock, and a Reserve Bank That Has Stopped Apologising
There is a particular kind of market reflex that returns every time a barrel of oil moves. A headline crosses, prices spike, energy stocks jump, miners wobble, and the commentary immediately splits into two camps: those declaring the start of a new...
Why Supermarket-Anchored Retail Holds Up When Money Stays Expensive
The Asset That Doesn't Need a Rate Cut There is a particular trap in property investing, and it catches thoughtful people as often as careless ones. A well-produced research report lands on the desk, the charts are clean, the conclusion is...
Stealth Group (ASX: SGI): When a Niche Distributor Becomes a National Platform
By Ron Shamgar The most valuable moment in small cap investing is rarely the quarter where a company beats a number. It is the quieter moment when a company stops being one kind of business and becomes another. A good result gets you a short-term...
Cheap Is Not a Strategy: Why a Low Price on Its Own Never Made Anyone Money
One of the most expensive words in small cap investing is cheap. It sounds like a reason to buy. It feels like a reason to buy. A stock trades at a five year low, the price to earnings multiple looks absurd next to its history, the dividend yield...
The Great Capital Drain: Why the Next Risk to Markets May Be Too Many Winners Needing Money at Once
There is a comforting illusion that takes hold whenever a great company finally comes to market and the orders come flooding in. When a business is wanted badly enough, we quietly assume the money to buy it will always be there. Demand feels...
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.