The PPF II – Global Infrastructure Network Fund invests in a broadly diversified portfolio of basic infrastructure companies through an active selection process in order to provide above-average risk-adjusted return in EUR/CHF. The selection process is based on an in-depth screening. Since 2007, LPX AG analyses and classifies a global universe of basic infrastructure companies that are listed worldwide.
The fund focuses exclusively on infrastructure companies that own and/or operate a physical infrastructure network. The companies included in the fund have a natural monopoly market position and are characterized in particular by the fact that cash flows are long-term predictable. Due to the concession basis of the contracts, the revenues are partly inflation-linked.