Investments

Our portfolio

HICL delivers its value proposition through disciplined portfolio construction , active management and expert diversification

Investors in HICL gain exposure to a diversified portfolio of high-quality infrastructure assets spanning sectors, geographies and revenue types across three complementary categories:

  • Yielders, which provide stable, long-term cash yield;
  • Growers, which offer the potential for capital and earnings growth; and
  • Enhancers, where active management, expansion opportunities and value realisation initiatives can support improved returns over time.

As an active manager, InfraRed continually evolves the portfolio through selective acquisitions, opportunistic disposals and capital recycling. The introduction of the Enhancers category broadens HICL’s opportunity set, enabling access to investments with attractive risk-adjusted return potential while maintaining a focus on essential infrastructure and defensive characteristics.

Explore our key sectors

9% of HICL's portfolio

Key investments

A portfolio of UK projects spanning military, university and social housing which all offer long term availability based cashflows correlated with inflation.

10% of HICL's portfolio

Key investments

A portfolio of schools and universities in the UK, Ireland and France. HICL is responsible for ensuring the continued availability of these spaces in exchange for unitary payments from relevant government counterparties.

25% of HICL's portfolio

Key investments

In addition to its stake in Affinity Water which provides clean drinking water to over 3.9m people in England, HICL owns an electricity transmission asset in the USA as well as a small portfolio of OFTOs, which connect offshore wind farms to the UK grid, helping bring renewable electricity to over 1.7m homes.

17% of HICL's portfolio

Key investments

HICL is responsible for providing and maintaining hospital and community care facilities across England, Scotland and Ireland. InfraRed’s specialist asset managers work collaboratively with their public sector clients (who are responsible for the delivery of medical services) to keep this critical infrastructure running smoothly and efficiently.

5% of HICL's portfolio

Key investments

Police stations, emergency service buildings, legal courts and tactical training facilities which all require a trusted partner with a long-term track record for delivering positive results for the community.

22% of HICL's portfolio

Key investments

From best-in-class roads, to high-speed rail links and even the historic St Pancras station, HICL’s transport portfolio offers exposure to a growing population with changing transportation needs.

12% of HICL's portfolio

Key investments

Virtually all aspects of our lives are becoming increasingly digitised over time, resulting in a significant requirement for upgraded digital infrastructure to meet these new needs. HICL looks to invest opportunistically in this sector where the underlying assets still meet HICL’s stringent Core Infrastructure framework.

Global exposure

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