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The Australian fund saw the value of its infrastructure portfolio rise even as it fell as a percentage of total AUM due to disposals of illiquid overseas assets including Gatwick Airport.
Social housing
While some investors are showing an interest, not everyone is convinced that social housing qualifies as infrastructure.
Despite this, 96% of respondents said they will either maintain or increase their investment pace over the next year, Probitas Partners’ latest survey found.
KIC chairman Heenam Choi explains why the sovereign wealth fund is looking to invest in alternative asset classes.
The move comes less than a month after the government said the fund would stop investing in upstream oil and gas.
No one disputes the regulator’s role in ensuring Denmark’s pension funds invest responsibly. But the lack of clarity over specific requirements isn’t helping anyone.
DPFP slashes its target allocation from 5% to zero, despite the asset class generating the highest returns over the past three years and since it was introduced into the fund.
The hunt for strategies pursuing more than 70% of investments in OECD countries comes less than a year after the Korean investor announced a $500m mandate.
Demand for infrastructure will continue to grow with allocations to the asset class expected to increase according to Foresight Group’s recent survey.
The South Korean public pension fund has increased its AUM exposure to the asset class from 5% to nearly 7% during 2018.
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