A diverse portfolio focused on core infrastructure assets
Since 2005, Ardian has invested in private companies running infrastructure projects, alongside industrial and financial partners, who can contribute their technical expertise or financial resources.
Current yield return and protection against inflation and economic cycles. Infrastructure has a relatively low correlation with other asset classes and offers protection against inflation and economic cyclicality. More importantly, yields are also steady and have good long-term visibility. Ardian invests in the full range of regulated and unregulated core infrastructure assets. These include gas and electricity grids, transport infrastructures such as toll roads, railways, airports and renewable energy assets.
Key partnerships. The Infrastructure team works closely with a network of large industrial, energy, construction and utility companies and infrastructure operators. This network allows the team to access deals on a bilateral basis or through a limited auction, without incurring the time and expense of a formal sale process. The team also has strong working relationships with public service regulators. As a result, the teams are able to understand how the regulator’s evolving strategy might affect the fund’s assets and future investment decisions.
At the heart of the European Infrastructure sector: By taking a long term investment approach, often holding investments for a 10-15 year period, the Infrastructure team can invest up to €400M per transaction, even more with co-investor support. The investments are focused on the European market, diversified between 80% in Brownfield and 20% in Greenfield.
€3.4bn committed since 2005
22 investments since 2005