Infrastructure sits at the intersection of income, growth and inflation protection. The assets are tangible and essential, utilities, transport, digital networks, energy transition, and the cash flows they produce are typically long-dated, regulated, and indexed to inflation. For Scott's clients, infrastructure is a core diversifier inside retirement and SMSF portfolios.
Direct and fund-based exposure to global infrastructure, utilities, midstream energy, digital infrastructure (data centres, towers, fibre), transport (toll roads, airports, ports) and the energy-transition build-out.
Infrastructure delivers a combination retail portfolios rarely reach: 7.5–9% per annum distribution yields, capital growth from asset appreciation, inflation-linked cash flows, and low correlation to listed markets, exactly the characteristics that suit pre- and post-retirement plans.
Through BGW-approved global infrastructure income strategies running open-ended structures with currency hedging into AUD where appropriate. Scott can size positions to deliver targeted income, growth, or a balanced blend, and integrate them alongside private-credit and listed positions inside SMSFs and family-trust structures.
Most open-ended infrastructure funds offer monthly or quarterly redemptions, subject to fund liquidity and queues. Risks include regulatory change, energy-price and demand shocks (for transport and midstream assets), and currency volatility on un-hedged exposures. Capital is at risk.
Scott will tell you straight. Whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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