AAM Wilshire Infrastructure Fund
The Interval Fund seeks to provide capital appreciation and secondarily current income by offering individual investors access to a global private infrastructure allocation
Open Architecture, Global Infrastructure Portfolio
Capitalizing on
Infrastructure Megatrends
Focus on Attractive Small & Mid-Market Opportunities
Seeks to Provide Total Return Targeting Both Income and Capital Appreciation
Easy-to-Use Interval Fund Structure
Daily subscriptions, quarterly liquidity*, low investment minimum^, 1099 tax reporting
Why Infrastructure?
1. Historically attractive risk-adjusted returns^^
2. Structural characteristics support stable income generation and inflation hedging
3. Enhanced diversification given low correlation to many traditional asset classes
Why Now?
1. $106T of infrastructure investment is needed globally through 2040**, creating a significant opportunity set
2. Capitalizing on long-term megatrends including digitalization, energy transition, and transportation, which are driving increased infrastructure investment
3. Attractive portfolio characteristics in today’s environment including diversification and potential inflation protection