Real Assets
Guinness Global Real Infrastructure (Lux)
Overview
The Guinness Global Real Infrastructure (Lux) fund seeks long-term total returns by investing in globally listed companies that own or operate critical infrastructure assets providing a net social or environmental benefit.
Critical infrastructure underpins the smooth functioning of modern economies. From renewable energy generation and digital connectivity to water treatment and transportation, the companies that own and operate these assets generate high-quality, predictable cash flows from strong counterparties, often with inflation linkage built in.
The Guinness Global Real Infrastructure (Lux) fund targets exactly these businesses through a Luxembourg SICAV structure, combining defensive income characteristics with exposure to the structural growth themes driving long-term infrastructure investment worldwide.
The strategy takes an active approach to stock selection, focusing on companies with genuine infrastructure characteristics: long-duration contracted revenues, high barriers to entry and assets that provide a measurable social or environmental benefit. Digital infrastructure, including data centres, sits alongside more traditional infrastructure sectors, reflecting the growing role of technology in powering economies and enabling the energy transition.
Why invest in the Guinness Global Real Infrastructure (Lux) fund?
- Inflation-linked income – Infrastructure assets typically generate contracted, long-duration cash flows with inflation linkage, providing a reliable and growing income stream over the investment cycle.
- Defensive characteristics – Companies that own and operate essential infrastructure assets tend to exhibit lower sensitivity to economic cycles and market volatility, offering portfolio resilience alongside return.
- Structural growth exposure – Significant long-term investment is flowing into sectors including renewable energy, digital infrastructure, grid renewal and water management, creating durable tailwinds for well-positioned operators.
- Social and environmental benefit – The strategy invests only in companies whose assets provide a net positive social or environmental benefit, combining attractive financial characteristics with responsible investment credentials.
The Guinness Global Real Infrastructure (Lux) fund could be suitable for investors seeking inflation-linked income and defensive real asset exposure through a Luxembourg-domiciled vehicle, or as a diversifying allocation within a broader infrastructure or real assets portfolio.
Fund Facts
- Launch Date
- 12.11.2021
- Fund Managers (start date)
- Eric Bright (12.11.2021)Mark Brennan (07.09.2026)
- Benchmark
- UK CPI +3%
- IA Sector
- IA Infrastructure
- ISIN
- LU2339919610
- SEDOL
- BN49Y12
- BLOOMBERG
- FGRAAUS LX
- Underlying currency
- USD
- Pricing
- Daily, single priced
- Valuation
- 11:00 GMT
- Deal cut off time
- 10:30 GMT
- UK Reporting Fund Status
- Yes
- ISA Eligible
- No
0.85%
US$1,000
Fund Registration
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Commentary
Management Commentary
This is a marketing communication. Please refer to the prospectus, supplement, KIDs and KIIDs for the Funds (available on this website), which contain detailed information on their characteristics and objectives and full information on the risks, before making any final investment decisions.
Read full commentary
Foresight Global Real Infrastructure (Lux) - Management Commentary
March 2026
Performance
Literature
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