Pantheon Infrastructure Plc

Overview

Pantheon Infrastructure Plc is a UK-based fund providing exposure to a diversified portfolio of global infrastructure assets. The fund focuses on co-investments in infrastructure assets with strong defensive characteristics, typically benefiting from contracted cash flows, inflation protection, and conservative leverage profiles. Target assets include digital infrastructure, power and utilities, transportation and logistics, renewables and energy efficiency, and social infrastructure. The fund's investment strategy emphasizes assets with sustainability credentials, supporting the transition to a low-carbon economy. It aims to build a portfolio of co-investments in infrastructure assets with strong defensive characteristics, typically benefiting from contracted cash flows, inflation protection, and conservative leverage profiles. The company targets an annual NAV total return of 8-10% and a dividend yield of 4% once fully invested. Pantheon Infrastructure Plc is managed by Pantheon, a global private markets firm that provides a range of investment solutions spanning private equity, real assets, and private credit. Founded in 1982, Pantheon has been an active investor in global infrastructure markets since 1997 and launched a dedicated platform in 2009, which had $22.7 billion in discretionary assets under management as of 31 December 2024, including within flagship fund programs focused on secondary investing and co-investments. The firm has committed in excess of $23.9 billion to more than 300 infrastructure and real assets transactions, alongside 60+ fund managers.

Investment Focus

• Assets with strong defensive characteristics
• Contracted cash flows
• Inflation protection
• Conservative leverage profiles
• Sustainability credentials supporting low-carbon economy transition

Portfolio Companies