What sets us apart

Who we are

Maple-Brown Abbott Global Listed Infrastructure is a highly specialised investment manager focused on infrastructure assets. Since our inception in 2012, we have built a strong track record of delivering stable, long-term returns by investing in infrastructure. Features of the infrastructure asset class include defensive business models, diversification, inflation protection and low volatility cash flows. Our expertise, independence, and alignment with investors have made us a leader in the sector. 

Why we’re different

Maple-Brown Abbott Global Listed Infrastructure differentiates itself through a clear and disciplined investment strategy, avoiding unnecessary risks while capitalising on high-quality infrastructure opportunities at attractive valuations. Our key differentiators include:

• A strict definition of infrastructure: A tight definition of infrastructure versus indices and peers is a deliberate feature of our investment strategy. Our focused approach targets the true benefits of the asset class – namely, stable cashflows, inflation protection characteristics and lower correlation to global equities. Our targeted and repeatable approach is a consistent feature of our 13-year track record of dedicated listed infrastructure investing.
• Capacity discipline: We believe that capacity is critical to reduce the possibility that the investment strategy would become constrained and the benefits of active management being lost. Capacity is reviewed annually and is currently at USD$8.5bn.¹, which is more than double our current assets under management.
• Dedicated responsible investment resources: Unlike many competitors, we have dedicated and embedded resources for responsible investment (RI). This allows for the rigorous and consistent integration of environmental, social and governance risks and opportunities into the investment decision-making process.
• Alignment through ownership: We pride ourselves on having a deep, long-term alignment with our clients. The founding partners and the majority of the GLI investment team own 54% of equity in the Global Listed Infrastructure business. We believe the strategy will only be successful through top tier investment performance. Additionally, all team members are dedicated to this single strategy, ensuring full focus and alignment in executing our investment approach.
• Independence in decision-making: We remain free from large corporate pressures and negative external influences. We maintain full independence in our investment decision making, which in turn allows us to focus solely on delivering strong risk-adjusted returns for our clients. Moreover, investments in the strategy – alongside our investment partners – further entrenches our strong alignment of interests
• Proven long-term performance: We have one of the longest track records of dedicated listed infrastructure investing. The strategy has delivered strong risk-adjusted returns since inception and weathered multiple market cycles. This has been achieved through consistency, stability and alignment.

Why invest in global listed infrastructure now?

We are at a critical juncture for global infrastructure investing. Digitalisation, AI and the energy transition are all examples of megatrends set to shape investment for decades to come. The strategy is uniquely positioned to capitalise on historically defining mega themes, attractive valuations and major capital investment.

1  Tapping into digitalisation and AI

• We see growing demand for infrastructure supporting these digitalisation and AI technologies, such as communication towers, electricity grid and power generation. We do not chase themes, but we selectively invest in areas that offer strong long-term returns with attractive valuations.

2  Capital deployment to catalyse the energy transition

• The shift towards renewable energy and electrification presents significant investment opportunities for decades to come. The strategy is well positioned to benefit from these long-term secular trends in different parts of the world.

3  Focus on physical risk management

• The physical risks of climate change present real and tangible challenges for societies and economies alike. As such, infrastructure investments must account for climate risk. Our proactive approach ensures resilience across our portfolio.

4  Significant capital expenditure driving growth

• The world needs more infrastructure investment. Infrastructure spending is at record levels globally, with significant expansion across transportation, energy, water and digital infrastructure.² We strategically position our portfolio to benefit from this ongoing investment theme.

5  Attractive valuations and asset sales

• Current market conditions present opportunities to acquire high-quality assets at compelling valuations, creating strong upside potential.

Maple-Brown Abbott Global Listed Infrastructure is the premier choice for investors seeking stable, long-term exposure to infrastructure. Our disciplined strategy, focus on high-quality assets, and strong governance make us a standout choice in today’s evolving market landscape.

^[1] As at 31 December 2024.
^[2] Bloomberg; MBA calculations. As at 31 December 2024.

Disclaimer
This document is issued by Maple-Brown Abbott Limited ABN 73 001 208 564, Australian Financial Services Licence No. 237296 (“Maple-Brown Abbott”). Maple-Brown Abbott is the Responsible Entity of the MBA Global Listed Infrastructure Fund (ARSN 164 901 982) and MBA Global Listed Infrastructure Fund - Hedged (ARSN 606 589 511) (“Funds”). Maple-Brown Abbott is registered as an investment advisor with the United State Securities and Exchange Commission under the Investment Advisers Act of 1940. This presentation does not constitute advice of any kind and should not be relied upon as such. This information is intended to provide general information only to professional investors, and does not have regard to an investor’s investment objectives, financial situation or needs. Before making any investment decision, you should seek independent investment, legal, tax, accounting or other professional advice as appropriate. This presentation does not constitute an offer or solicitation by anyone in any jurisdiction. This information is confidential and the recipient agrees not to release or reveal it to any third party. The information in this presentation is not an advertisement and is for wholesale investors only (as defined by the Corporations Act 2001 (Cth)) and is not directed at any person in any jurisdiction where the publication or availability of the information is prohibited or restricted by law.

Past performance information given in this document is given for illustrative purposes only and is not a reliable indicator of future performance. Future performance is not guaranteed and the value of investments and the income from them can fall as well as rise. No investment strategy is without risk and markets influence investment performance. Investment markets and conditions can change rapidly and investors may not get back the amount originally invested and may lose all of their investment. Returns are volatile and may fluctuate quickly and significantly.

Any companies, securities and/or case studies referenced/discussed are used solely for illustrative purposes; any investment may or may not be currently held by any Funds. The information provided is not a recommendation or individual investment advice for any particular security, strategy, or investment product and is not an indication of the trading intent of any Funds.

Douse Associates (registered in England under No. 10837002 and authorised and regulated by the Financial Conduct Authority) is authorised to distribute this marketing communication to certain UK investors. Hyde Park Investment International Limited (incorporated in Malta, company reference number C 44733) is authorised to distribute this marketing communication to certain UK and EU investors.

To the extent permitted by law, neither Maple-Brown Abbott, nor any of its related parties, directors or employees, make any representation or warranty as to the accuracy, completeness, reasonableness or reliability of the information contained herein, or accept liability or responsibility for any losses, whether direct, indirect or consequential, relating to, or arising from, the use or reliance on any part of this material. Before making a decision whether to acquire, or to continue to hold an investment in the Funds, investors should obtain and consider the current PDS and Target Market Determination (TMD) or any other relevant disclosure document. For the Funds, the PDS, AIB and TMD are available at maple-brownabbott.com/document-library or by calling 1300 097 995. This information is current as of 16 January 20205, unless otherwise stated, and is subject to change at any time without notice. © Maple-Brown Abbott 2025.