HAGIM Asia Infrastructure

Income. Diversification.

Today, infrastructure is a driver of growth, a guarantor of stability, and the key to sustainable progress. While infrastructure investments in Europe and the U.S. are often financed through new debt, a different picture is emerging in Asia.

Infrastructure as the Backbone of Modern Economies

In Asia, dynamic growth meets massive infrastructure needs.
With more than 4.3 billion people, a growing middle class, and rising urbanization, the region faces an infrastructure investment demand of over
USD 1.7 trillion per year through 2030.

Why Partner with Us?

A Unique
Partnership

Together with our partners China Merchants Capital and Fosun Asset Management, we have formed a unique German-Asian infrastructure partnership.

Expertise and
Experience

We combine first-class deal-sourcing expertise with extensive experience in investment and portfolio management.

Easy Access for Investors

Through our well-established network and our experience, we offer institutional investors access to this structural growth trend.

Why Infrastructure…

in Asia?

from an investor’s perspective?

Preqin Investor Survey, June 2026

Investment strategy

The fund focuses on equity investments in the Asia-Pacific region—with an emphasis on brownfield projects featuring predictable cash flows in the sectors of digitalization, transportation and logistics, energy and utilities, and water.

The goal is to build a diversified portfolio of 10 to 12 core and core+ investments that enables stable long-term returns and predictable distributions. The strategy targets markets where infrastructure is supported by real growth rather than additional debt. At the same time, high barriers to entry against potential competitors and inflation-linked payment mechanisms ensure the value retention of our investments.

For institutional investors, this means: robust cash flows, diversification through low correlation with traditional asset classes, and an attractive opportunity to participate in one of the structurally strongest growth trends of the coming decade.

10-12

Investments

4

Core Sectors

M$ 50–80

Average Investment Volume

~8%

Net IRR p.a.

Disclaimer

This marketing communication, as defined by the Securities Trading Act, is provided solely for informational purposes and should not be construed as personal investment advice, a recommendation, or a solicitation to buy, sell, or hold a financial instrument, or to adopt an investment strategy. The opinions and statements contained in this document reflect the current assessment as of the date of publication. The information provided here does not constitute a complete analysis of all material facts relating to a country, region, or market. No financial analyses are prepared. To the extent that statements are made regarding market developments, returns, price gains, or other increases in asset value, as well as risk metrics, these are merely forecasts, and we assume no liability for their occurrence. In particular, past performance, simulations, or forecasts are not a reliable indicator of future performance. Asset values can rise as well as fall. All information has been carefully compiled, in some cases based on information from third parties. Individual pieces of information may, in particular due to the passage of time, changes in legislation, or current market developments, prove to be no longer accurate—or no longer fully accurate—even at short notice, and may change at any time without prior notice. Therefore, no guarantee is provided as to the accuracy, completeness, or timeliness of any information. Please inform yourself independently about all costs relevant to you. Maintaining a securities account may incur costs; in addition, ongoing bank fees may apply. Transaction costs depend on the asset class: for government bonds and secured bonds such as mortgage bonds, they average about 0.02 percent; for corporate bonds, 0.085 percent. For less liquid bonds, transaction costs may also be significantly higher than 0.25 percent. It should also be noted that transaction costs may temporarily be significantly higher during periods of market stress. For all products distributed by HAGIM, all relevant cost information is provided prior to purchase. The information provided is based on our assessment of the current legal and tax situation. To the extent that tax or legal issues are involved, the recipient should discuss these with their tax advisor or attorney. Investments in financial instruments involve both opportunities and risks. HAGIM’s policy on handling conflicts of interest is available at https://ha-gim.com/rechtliche-hinweise. The information contained herein is intended solely for professional clients or eligible counterparties. This information document is not intended for U.S. citizens, persons permanently residing in the United States, or legal entities domiciled in the United States, nor may it be distributed in the United States.

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