Third anniversary for Kempen (Lux) Global Listed Infrastructure Fund
Thomas van der Meij, Head of Kempen (Lux) Global Listed Infrastructure Fund: “Three years ago, we were the first Dutch asset manager** to launch a fund that invests worldwide in listed companies that manage or own infrastructure assets. As a team we are proud of the investment returns that we have managed to realise for our clients. We are of course also grateful for their trust in our investment process, which has made it possible for our assets under management to more than double every year and now total almost €100 million. Given our track record and the growing interest of investors in real assets, including infrastructure, we hope to see this strong growth continue in the years ahead.”
The listed companies that are selected for the fund provide essential services to society and include operators of (toll)roads, air(ports) and companies that contribute to the energy transition. The sector has high barriers to entry and infrastructure companies often have monopoly-like positions. This generally allows these companies to produce relatively stable and predictable cash flows, often indexed to inflation. Kempen believes that active management of the fund's portfolio remains important in order to ensure that the fund invests in the right infrastructure assets.
*Source: return to 31 December 2021, AN share class, benchmark is FTSE Global Core Infrastructure 50/50
**Source: Morningstar-database 27 December 2018 (‘Infrastructure’ category).
Kempen (Lux) Global Listed Infrastructure Fund (the “Sub-fund”) is a sub-fund of Kempen International Funds SICAV (the “Fund”), domiciled in Luxembourg. This Fund is authorised in Luxembourg and is regulated by the Commission de Surveillance du Secteur Financier. Kempen Capital Management N.V. (KCM) is the management company of the Fund. Kempen is authorised as management company and regulated by The Netherlands Authority for the Financial Markets.
The Sub-Fund is registered under the license of the Fund at The Netherlands Authority for the Financial Markets. The Sub-Fund is registered for offering in a limited number of countries. The countries where the Sub-Fund is registered can be found on the website.
The information in this document provides insufficient information for an investment decision. Please read the Key Investor Document and the prospectus. These documents as well as annual report, semi-annual report and the articles of incorporation of the Fund are available free of charge at the registered office of the Fund located at 6H, route de Trèves, L-2633 Senningerberg, Luxembourg and on the website of Kempen (https://www.kempen.com/en/asset-management).
The value of your investment may fluctuate. Past performance provides no guarantee for the future.
About Kempen Capital Management
Kempen Capital Management is a specialist asset manager with a focused approach and a clear investment philosophy. We believe in long-term stewardship for our clients and other stakeholders. Kempen provides sustainable returns, fiduciary management services, manager selection, portfolio construction and monitoring, alongside a number of actively-managed investment strategies. As of 30 June 2021, Kempen Capital Management had a total of €88.3 billion in client assets under management.
Kempen Capital Management, part of Van Lanschot Kempen NV, is a specialist and independent wealth manager. Kempen Capital Management NV is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. Kempen Capital Management (UK) Ltd is licensed as a manager and subject to supervision by the Financial Conduct Authority.
For more information, please visit: kempen.com