Mobile & broadcasting towers- Data centres
- Optical fiber
- Satellites
Infrastructure Equity
Investing in infrastructure for a better future
At HSBC Asset Management, our Infrastructure Equity strategy focuses on four sector verticals: Utilities, Energy Infrastructure, Transportation and Communications. We aim to provide long term total return while promoting ESG characteristics within the meaning of Article 8 of SFDR.
Detailed information for article 8 and 9 sustainable investment products, as categorised under the Sustainable Finance Disclosure Regulation (SFDR), including; description of the environmental or social characteristics or the sustainable investment objective; methodologies used to assess, measure and monitor the environmental or social characteristics and the impact of the selected sustainable investments and; objectives and benchmark information, can be found at: ESG and RI strategies
Investing in a better future
Getting to know Listed Infrastructure
Want to know more about Listed Infrastructure as an asset class? Watch this video to know about HSBC’s Global Listed Infrastructure strategy, the portfolio philosophy and the benefit it brings to investors.
Why invest in Infrastructure as an asset class?
Infrastructure is the backbone of society, providing essential and valuable services for the stability and growth of the economy. Naturally resilient, infrastructure assets can generate inflation-linked, long-dated and sustainable earnings growth through the economic cycles.
Infrastructure is at the beginning of a multi-decade investment cycle, due to secular trends such as energy transition and digitalisation.
Why Listed Infrastructure?
By its very nature, Listed Infrastructure offers immediate and liquid access to core infrastructure assets and the attractive risk adjusted returns provide appealing diversification to a balanced portfolio.
Potential benefits of investing in Listed Infrastructure:
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Past performance does not predict future returns. Diversification does not ensure a profit or protect against loss.
Infrastructure assets play a pivotal role in society
Infrastructure assets include public and private physical structures and facilities which are necessary for the core stability and growth of any economy, developed or developing, by providing essential services to society.
We invest in companies, listed in equity markets, which own and/or operate core infrastructure assets across these four broad sectors:
- Oil and gas transport
- Midstream
- Hydrogen & carbon capture
- Airports
- Ports
- Rail
- Toll roads
- Transmission & distribution
- Natural gas
- Water & waste
- Power generation
- Renewables
Our team and investment approach
Dedicated team of seasoned investment experts
| Dual research hub - London and Sydney | Strong experience | ||||||
|---|---|---|---|---|---|---|---|
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6 |
Investment and research |
5+ |
Years of co-tenure |
15+ |
Average years |
10+ |
Years of dedicated |
Source: HSBC Asset Management as of September 2023. The investment team may change from time to time without notice.
Our investment approach:
- Recognises that not all infrastructure assets are the same
- Filters for core infrastructure assets with stable and resilient cash flows
- Seeks to enhance the attractive characteristics of the asset class through a robust and proprietary investment process
- Adopts a rigorous bottom-up research process supported by two key pillars – quality and value
- Mitigates macro-related risks through an efficient bottom-up portfolio construction with a top-down overlay
- Third party support for full integration of ESG analysis - we combine the investment team’s experience and external data provider intelligence to form an integrated ESG approach
The decision to invest in the strategy should take account of all the characteristics or objectives as described in the prospectus or equivalent document. Detailed information for article 8 and 9 sustainable investment products, as categorised under the Sustainable Finance Disclosure Regulation (SFDR), including; description of the environmental or social characteristics or the sustainable investment objective; methodologies used to assess, measure and monitor the environmental or social characteristics and the impact of the selected sustainable investments and; objectives and benchmark information, can be found at: ESG and RI strategies
Source: HSBC Asset Management, August 2023.
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Risk Warning
Alternative investments may not be suitable for all clients. As with any investment, the value and any income from them can go down as well as up and you may not get back the amount originally invested. However, these products can be highly speculative; more volatile; less liquid and are generally intended for experienced and financially sophisticated investors who are willing to bear the risks associated with such investments.
Important information
Investors in alternatives products should bear in mind that these products can be highly speculative and may not be suitable for all clients. Investors should ensure they understand the features of the products and fund strategies and the risks involved before deciding whether or not to invest in such products. Such investments are generally intended for investors who are willing to bear the risks associated with such investments, which can include: loss of all or a substantial portion of the investment, lack of liquidity in that there may be no secondary market for the fund and none may be expected to develop; volatility of returns; prohibitions and/or material restrictions on transferring interests in the fund; absence of information regarding valuations and pricing; delays in tax reporting; key man and adviser risk; limited or no transparency to underlying investments; limited or no regulatory oversight and less regulation and higher fees than mutual funds.
Please note that alternatives related investments are generally illiquid, long term investments that do not display the liquid or transparency characteristics often found in other investments (e.g. listed securities). It can take time for money to be invested and for investments to produce returns after initial losses. As such alternatives related investments should be considered as a very high risk investment and are only suitable as part of a diversified portfolio. Before making such investments, prospective investors should carefully consider the risks set forth in the relevant investment documents.
The contents of this document have not been reviewed by the Securities and Futures Commission of Hong Kong (“SFC”) or any regulatory authority in Hong Kong. You are advised to exercise caution in relation to any relevant offer. If you are in any doubt about the contents of the relevant investment documents you should consult your accountant, legal or professional adviser or financial adviser. The relevant product is not authorized under Section 104 of the Securities and Futures Ordinance of Hong Kong (“Ordinance”) by the SFC Accordingly, the distribution of any relevant Private Placement Memorandum, and the placement of interests or units in Hong Kong, is restricted. Any relevant Private Placement Memorandum may only be distributed, circulated or issued to persons who are professional investors under the Ordinance and any rules made under the Ordinance or as otherwise permitted by the Ordinance.
HSBC Asset Management is the brand name for the asset management business of HSBC Group. The above communication is distributed in Hong Kong by HSBC Global Asset Management (Hong Kong) Limited. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of HSBC Global Asset Management (Hong Kong) Limited.