The IBS Value-add Infrastructure Fund II invests in three funds, all three of which invest in small and medium-sized infrastructure projects.
The fund is currently open to new participants. Would you like to know more about the
IBS Value-add Infrastructure Fund II? Contact one of our specialists.
The IBS Value-add Infrastructure Fund II invests in Partners Group Direct Infrastructure IV, CVC DIF Value-Add IV and Goldman Sachs West Street Infrastructure Partners Fund V.
The fund pursues a ‘Value-add’ strategy, in which fund managers invest in small and medium-sized infrastructure projects. The fund manager then creates and/or adds value through acquisitions or growth investments.
In addition, the Value-add managers also benefit from the high demand for ready-to-use infrastructure that so called ‘core infrastructure managers’ invest in.
Sustainability, urbanisation, digitisation and maintenance of existing infrastructure create a significant need for new infrastructure investments. Infrastructure investments in sustainable energy and electricity networks, among other things, therefore also make a positive contribution to the energy transition. Within the fund, investments will be made within four themes: Telecom, Social, Energy & Environment and Transport.
The Partners Group Direct Infrastructure IV fund focuses on investments that benefit from megatrends such as decarbonization, digitalization and automation. It prefers companies with contracted revenue that is linked to inflation and a low correlation to the overall economic cycle.
The CVC DIF Value-Add IV fund focuses on smaller infrastructure companies and projects, mainly in Europe. It focuses on companies or projects with stable cash flows in growing sectors such as digital infrastructure and the energy transition.
The Goldman Sachs West Street Infrastructure Partners Fund V fund focuses on investments with a core of existing projects or with projects that are almost completed. The investments usually have the possibility of increasing returns through expansive investments or acquisitions.
The prospectuses of the closed-end investment funds managed for IBS Fund Management B.V. and those of the underlying master investment funds are available at the request of the participants (in the secure part of the site and via [email protected]).
This fund is classified as an Article 8 fund according to European sustainability regulations. This means that the fund promotes environmental and social characteristics. Specifically by investing in funds that are part of the solution to climate change.
Since we have many funds with different strategies in different sectors, we do not have any specific social or environmental objectives. What we do is invest in funds with fund managers who act as responsible investors and meet minimum social and environmental safeguards. Including those related to labour rights, human rights, anti-corruption and environmental protection.
In doing so, we want to invest in funds that are in line with the United Nations Sustainable Development Goals (“UN SDGs”). We exclude fund managers who are involved in significant controversies or who violate one or more UN Global Compact principles.
Our current sustainability policy is based on eight points. These are a combination of specific preferences and requirements that IBS requests their underlying managers to meet. The preferences and requirements apply to funds from 2019 to date.
These eight points are as follows:
A variety of data sources are used to assess the ESG performance of the Private Markets platform. These include self-disclosures from fund managers (including one-on-one meetings, annual reports, company presentations, website disclosures and proxy statements) and Clarity AI (CO2, comparisons with benchmarks and/or additional indicators).
