Investors have been hit as Carillion plc, a major UK construction and facilities management company, entered forced liquidation suddenly in January, creating negative sentiment for the entire social infrastructure sector in the UK.
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The largest exposures in our Listed Infrastructure strategy are toll roads and tunnels (17%), diversified infrastructure companies (16%), and rail & bus (16%). Rail & bus, agricultural infrastructure and communications towers stocks were largely unchanged over the last month, while waste recycling (the smallest allocation), communications and social infrastructure (also a small allocation), performed poorly.
In this article published in Le Temps’s 10 July edition, Jean Keller explains why private financing of infrastructure projects should grow in Switzerland, as has been the case in several other European countries.
Transportation dominated the performance of QUAERO’s infrastructure strategy over the past four weeks. The largest sectoral exposures are to the diversified infrastructure companies (17.3%), toll roads and tunnels (16%) and rail & bus (12.8%). The best performing sectors in April were satellite (up 9.2%), airports (up 5.8%), and toll roads / tunnels (up 5.3%). The only two infrastructure sectors which lost ground in April were agriculture (down 1.3%) and electricity transmission and distribution (down 1%). The positive performance was broadly based with 83% of holdings gaining during the month.Read more
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This content is available only to some investor categories and no profile has yet been defined. Define your investor profile to access this content.
This content is available only to some investor categories and no profile has yet been defined. Define your investor profile to access this content.
Geneva-based fund manager QUAERO CAPITAL SA has raised €50 million ($54 million) at the first close of its European infrastructure private equity fund.
QUAERO CAPITAL SA has completed the first close of its Quaero European Infrastructure Fund, with €50 million of commitments.
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