Global Infrastructure Sherpa
E
Eight Australian superannuation funds
AustralianSuper is Australia's largest superannuation fund, with a substantial and growing allocation to global infrastructure assets. Its investment strategy focuses on long-term, stable returns from essential services, primarily through direct investments and co-investments across a diversified portfolio including transport, utilities, digital infrastructure, and energy transition sectors.
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Pension FundInvestorAsset Manager
Strategic Overview
- AustralianSuper is increasingly focused on direct investments and co-investments to gain greater control and reduce fees.
- The fund has a strong appetite for large-scale, mature infrastructure assets that provide stable, long-term cash flows.
- Significant expansion of its global investment team, with offices in London and New York, to enhance direct deal sourcing capabilities.
- Growing interest in digital infrastructure (e.g., data centers, fiber networks) and energy transition assets (e.g., renewables, transmission).
Deal Activity from Public Sources
Acquisition of Macquarie Asset Management's European infrastructure debt platform
Increased stake in Vantage Data Centers' EMEA platform
Investment in EnergyCo's transmission assets in New South Wales
Proposed acquisition of Origin Energy (with Brookfield Asset Management)
Acquisition of AMP Capital's global infrastructure debt platform
Part of consortium (Sydney Aviation Alliance) acquiring Sydney Airport
Investment Focus
Technologies
Other1
Geography
Canada1
Key People
Paul Schroder
Chief Executive Officer
Mark Delaney
Chief Investment Officer
Nik Kemp
Head of Infrastructure
Track Record
18
Years Active
Notable projects: Sydney Airport, Transurban, WestConnex, Vantage Data Centers (EMEA), London Gatwick Airport, Peel Ports
Detailed Analysis
Sectors
Geographies
Deal Stage