Clients of INVL, the leading investment management and life insurance group in the Baltics, so far have invested USD 39.39 million in global infrastructure.
“Countries devote a lot of spending to infrastructure because that brings significant benefits for economic growth – it is good for domestic consumption and jobs. In times of economic slowdown, the infrastructure sector is a safe haven for investors who want to protect their assets from loss of value. Infrastructure assets are characterised by stability and generate a steady flow of cash,” says Vytautas Plunksnis, Head of Private Equity at the INVL group.
The INVL Partner Global Infrastructure Fund I, which is managed by INVL Asset Management, invests in the infrastructure fund of a world-class asset manager with a long track record. It offers the chance to invest in a fund in a market “far from home”, with most of its assets in the US and the UK, at the same time buying not just a certain insurance against inflation but also diversification of investment risks.
Starting 10 January, the INVL Partner Global Infrastructure Fund I is holding a new offering of its investment units. Investors can submit requests to buy units until mid-March. The fund’s units are distributed by the INVL Family Office.
The minimum investment in the INVL Partner Global Infrastructure Fund I is USD 145,000. The fund has a lifetime of 50 years, though opportunities for investors to realise their investments earlier are envisaged.
To date the INVL Partner Global Infrastructure Fund I has raised USD 40.67 million, of which USD 39.39 million is already invested in a variety of infrastructure assets around the world. A total of 103 investors have contributed to the fund, which invests in infrastructure in member states of the Organisation for Economic Co-operation and Development (OECD).
The infrastructure investment strategy is based on very long-term investment and high-quality core infrastructure in OECD member states. The majority of the portfolio consists of assets such as toll roads, pipelines, airports and seaports, product terminals, and data centres.
The attractiveness of the investments in infrastructure assets is enhanced by a stable regulatory environment, an investment-grade credit rating, and leadership in the environmental, social, and governance (ESG) area, all of which make it possible to target a significant return for investors. The manager of the fund has been a signatory of the Principles for Responsible Investment since 2008 and aims to achieve net zero CO2 emissions by 2050.
About the INVL group
INVL is the leading investment management and life insurance group in the Baltic region. Its companies manage pension and mutual funds and life insurance directions, individual portfolios, private equity, and other alternative investments. Over 300,000 clients in Lithuania, Latvia and Estonia and international investors have entrusted the group’s companies with the management of more than EUR 1.75 billion of assets. In the business for more than 30 years now, the group has solid experience in managing private equity assets and building market players that are leaders in their respective fields in the Baltic countries and Central and Eastern Europe.