In view of massive global investment programmes, this area is becoming increasingly important from an investor's perspective. Our
Global infrastructure initiatives
Governments and companies around the world are investing billions in infrastructure.
United States: The United States, for example, has launched a £1.2 trillion programme called "the Infrastructure Investment and Jobs Act", which aims not only to modernise roads and bridges, but also to accelerate the expansion of renewable energies and digital networks.
Europe: In Europe, too, the Green Deal and the "NextGenerationEU" programme are providing massive financial resources, a significant portion of which is being channelled into sustainable infrastructure projects.
China: In Asia, China continues to invest heavily in ports, rail networks and energy projects as part of the "Belt and Road Initiative" in order to secure long-term competitiveness. The aim is to make trade routes between Asia, Europe and Africa more efficient, reduce transport costs and optimise international supply chains.
Digital infrastructure: In addition to traditional transport projects, data centres and fibre optic connections are also increasingly coming into focus in order to strengthen the digital infrastructure along these routes.
Infrastructure as an ESG topic
In addition to economic aspects, infrastructure is also becoming more of a focus in the context of sustainable development.
The energy and technology transition is hardly feasible without massive infrastructure investments.
Companies that focus on modern energy networks, sustainable power supply or digital infrastructure are at the heart of this transformation.
In our
ESG
ESG stands for environment (E), social (S) and good corporate or state governance (G).
Fund in focus: Raiffeisen MegaTrends ESG Equities
Against the backdrop of these developments, we have further expanded the fund's infrastructure positions. We are particularly impressed by companies that are at the heart of the transition to a climate-neutral economy and at the same time generate stable cash flows. In addition to traditional utilities and network operators, these include operators of data centres and digital infrastructure.
Stable returns
A key feature of infrastructure investments is their defensive quality. Many business models are based on long-term contracts in regulated markets. This means that returns are relatively stable and less dependent on economic cycles, making them an attractive component of a portfolio, especially in volatile market phases. At the same time, infrastructure companies benefit from structural growth, whether through digitalisation or the restructuring of energy supply.
Conclusion
Infrastructure is increasingly establishing itself as a strategic investment theme for the future. Driven by political programmes, climate change and digital transformation, new growth opportunities are emerging worldwide. For investors, the infrastructure sub-trend in Raiffeisen MegaTrends ESG equities offers the opportunity to participate in this development, with a mix of stability and long-term growth potential. Of course, the risks associated with infrastructure, such as changes in regulatory or legal conditions, must be kept in mind. Investors should have a multi-year investment horizon for infrastructure.
Investing in infrastructure
Investing directly in infrastructure projects often requires very high minimum investment amounts. However, infrastructure funds make these investments accessible to private investors.
The fund Raiffeisen-MegaTrends-ESG-Equities exhibits elevated volatility, meaning that unit prices can move significantly higher or lower in short periods of time, and it is not possible to rule out loss of capital.