SWEN Capital Partners Democratizes Infrastructure Investment with New Fund for Individuals
Funding | May 21, 2025 | SWEN Capital
SWEN Capital Partners, a leader in responsible private equity, has launched the SWEN Select Infrastructures FCPR, a fund that enables individual investors to access the previously institutionally-reserved infrastructure asset class. Supported by Macif and Abeille Assurances, this evergreen fund is aimed at diversifying individual portfolios through life insurance and retirement savings plans. The fund builds on a strategic initiative from 2021 aimed at democratizing access to private markets, unlocking an asset class noted for attractive risk/return profiles and resilience against inflation. Targeting investments in energy, transport, and telecom infrastructure, amongst others, the fund's launch aligns with current needs in infrastructure financing, estimated at nearly $100 trillion by 2040. SWEN Select Infrastructures combines SWEN Capital's institutional expertise with a commitment to ESG principles, and it has already amassed €40 million in its initial phase, with expectations to grow to €300 million. With an annual performance objective exceeding 6%, the fund includes a liquidity portion to meet distribution requirements for life insurance plans, emphasizing both growth and safety for investors.
Sectors
- Private Equity
- Infrastructure Investment
- Sustainable Finance
Geography
- Europe – The SWEN Select Infrastructures fund targets 75% of its investments within European countries, indicating Europe as a primary geographical focus for its portfolio.
- OECD Countries – The fund targets infrastructure investments exclusively within OECD countries, highlighting this as a key geographical focus for risk management and growth.
- France – The fund has been approved by French regulatory authorities (AMF) and involves French insurance companies like Macif and Abeille Assurances.
Industry
- Private Equity – The article discusses SWEN Capital Partners, a player in responsible private equity, and their launch of an investment solution in the infrastructure sector, traditionally reserved for institutional investors, now made accessible to private individuals.
- Infrastructure Investment – The focus is on diversifying portfolios into real assets such as energy, transport, and telecommunications, revealing critical investment strategies into foundational economic sectors.
- Sustainable Finance – The fund is classified under SFDR Article 8, indicating a strong commitment to environmental, social, and governance (ESG) criteria, aligning investment strategies with sustainability targets.
Financials
- 40 million – Initial fundraising at the launch of the SWEN Select Infrastructures fund.
- 300 million – Target fund size over the next five years for the SWEN Select Infrastructures fund.
- 10 billion – SWEN Capital's assets under management, emphasizing its scale and expertise.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| SWEN Capital Partners | Investment Manager | Company | A leading player in responsible private equity, launching the SWEN Select Infrastructures fund to provide individual investors access to infrastructure investments. |
| Macif | Partner/Supporter | Company | A mutual insurance company supporting the fund to provide diversified savings and investment solutions. |
| Abeille Assurances | Partner/Supporter | Company | An insurance company aligned with SWEN Capital’s investment philosophy, supporting the launch of the new fund. |
| AMF | Regulatory Authority | Government | The French financial markets authority that approved the SWEN Select Infrastructures fund. |