Patrimonium Investment Foundation’s “Sustainable Infrastructure (evergreen)” investment group is an opportunity specifically tailor-made for Swiss Pension funds.It invests primarily in sectors that contribute to decarbonization, such as electrification, energy storage and distribution, green transport, communications infrastructure and digitalization, and social infrastructure.

The investment group diversifies geographically, with a focus on Europe and North America, and through different types of investment (co-investments and direct investments, primary investments, secondary transactions).

Investments focus is on Core/Core+ infrastructures. Each investment takes into account pre-defined ESG investment criteria.

The investment group has no fixed maturity (evergreen structure) and offers periodic redemption options.

As a private market specialist, Patrimonium has been active in the infrastructure sector since 2015. The Railcar Investment Opportunity Funds (I and II) invest in the transition of freight transport from road to rail. The Patrimonium Climate Opportunity Fund – a closed-end Luxembourg fund compliant with Art. 9 of the SFDR Regulation – was successfully launched in 2021.

Patrimonium implements infrastructure investments efficiently by combining primaries, secondaries, and co-investments in a targeted manner. The strategy places particular emphasis on co-investments and secondaries, which, based on experience, enables a reduction in total costs of approximately 0.75% to 1.25%. Co-investments can often be executed free of fees or at significantly reduced fees. In secondary transactions, future fee obligations can frequently be fully or partially discounted in the purchase price.

This approach guarantees appropriate diversification, enabling attractive return potential while maintaining controlled risk exposure.