Swiss Life Asset Managers extends its private market offering and launches its fourth dedicated international Core / Core + fund "Swiss Life Funds (LUX) Global Infrastructure Opportunities IV SCSp, SICAV-RAIF" (GIO IV). The closed-end fund is open to qualified or professional investors and has a target size of EUR 2.5 billion with the first closing expected in the first quarter 2025.
The GIO IV fund will continue the strategy of its predecessor funds seeking to make long-term direct investments in mid-market infrastructure. The fund aims to generate attractive returns and dividend yields for qualified or professional investors by investing in asset-heavy companies within future-proof sectors such as transportation, renewable energy, utilities, and digital infrastructure. These companies will be selected for their mature cash flows with limited volatility and calculated growth potential.
GIO IV will focus on control positions to maximise value creation and invest in OECD markets (primarily in Europe and North America) with the aim to build a diversified portfolio of quality assets across Core/Core + infrastructure sectors, which provide essential products and services to the society, the economy or a specific industry. The fund is open to qualified or professional investors only and has a target size of EUR 2.5 billion with the first close expected in the first quarter of 2025.
With this Fund Swiss Life Asset Managers is expanding its offering in the private markets.
The GIO IV fund will be advised by a dedicated and experienced team of investment professionals from Swiss Life Asset Managers’ infrastructure equity platform, known for their long-standing successful track record in originating and executing proprietary transactions and creating sustainable value for investors.
“Core / Core + infrastructure remains the backbone of our society and in an everchanging world, our flexible mid-market investment mandate allows us to seamlessly pivot across sectors and geographies and to efficiently deploy capital and deliver expected returns”, comments Gabriele Damiani, Head Core Infrastructure at Swiss Life Asset Managers.
GIO IV will make disclosures in accordance with Art. 8 of the Sustainable Finance Disclosure Regulation (SFDR). Swiss Life Asset Managers is a member of GIIA (Global Infrastructure Investment Association).
About Swiss Life Asset Managers Infrastructure Equity
Established in 2011, the Swiss Life Asset Managers Infrastructure Equity platform manages over EUR 10bn in Assets under Management for its clients and partners. The team consists of 65 investment specialists with an average of 20 years industry experience across the senior level members. The platform has made 75 infrastructure investments, across 15 solutions, in both direct and indirect opportunities across the energy, communications, transportation, regulated utilities, social infrastructure and renewable energy sectors.