Pantheon Infrastructure (PINT) joined the London market in late 2021, initially raising £400m, topped up by £81m from IPO-related warrants several months later. PINT is unusual within its sector in that it takes a co-investment approach and buys minority stakes. It has a portfolio of 15 assets, mostly based in the US & Europe, and primarily in the digital, renewables/energy efficiency, and power/utilities sub-sectors. PINT has delivered an annualised NAV return of 8% in its first five years, at the bottom end of its 8-10% target range. A 4.0p dividend was paid for 2023, once it was fully i...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
UPDATE: A revised version of this profile will be published in November 2026.
Pantheon Infrastructure (ticker: PINT) joined the market in November 2021 raising £400m at 100p per share. Subscription shares were attached to the IPO offer and these have all now been exercised, raising another £81m. Pantheon Infrastructure is aiming to produce a total return of between 8% and 10% a year, paying a 2p dividend for 2022 and then 4p for 2023. It has built up a portfolio of eleven infrastructure assets at a cost of £390m. Roughly half the initial portfolio is in Europe and the UK with the other half i...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
The infrastructure sector has been one of many within the wider alternatives space to suffer from wide discounts of late. However, with a more mature and diversified asset base, the damage has been less severe than in other sectors, such as renewable energy, and there have been some early signs of a sustained recovery in recent months. Here, we look at the ratings of the various trusts and the (fairly limited) measures they have taken to address their discounts.
HICL, the first listed infrastructure trust, was launched in March 2006, so the infrastructure sector now has a twenty-year record ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers