The Equitix investment strategy focuses on building diversified portfolios of core infrastructure assets.
Equitix is one of the most established infrastructure managers in the UK market. As a reflection of its British roots, the managers initial Fund vintages, Funds I & II, were 100% invested in UK-based infrastructure assets.
The managers more recent core Funds, Fund III-V, allocated at least 90% of total Fund commitments to UK-based assets, with an allowance for 10% of total Fund commitments to be invested into alternative OECD jurisdictions, on an opportunistic basis.
After increasing success in completing attractive deals in the European continent, Equitix launched its first dedicated European Fund I in 2018. Equitix Euro Fund I will allocate 100% of total Fund commitments to European ex-UK assets.
Following the carve-out of a dedicated European strategy, the managers next core Fund, Fund VI, will no longer invest into European assets. Fund VI will continue to allocate at least 90% of total Fund commitments to UK-based assets with an allowance for 10% of total Fund commitments to be invested into alternative OECD jurisdictions outside Europe, on an opportunistic basis.
This choice of Fund offering affords individual investors the flexibility to allocate in a manner which is most suited to their needs.