Investor Presentaiton
dexus
Dexus Community Infrastructure Fund (CommIF)
Diversified high-quality portfolio
of social infrastructure across AUS and NZ
$1.5bn
Third-party
funds under
management
18
total
assets
97%
Availability based
payments
dexus
67
> High yielding, social
infrastructure PPP / PFI
assets in Australia and New
Zealand
> Three-year average yield of
8.4% with bond-like return
profile (operational PPPs)
Portfolio overview
As at 30 June 2023
10-year total return performance
To 30 June 2023
> Aims to deliver positive
community impact, with
stable, high yield, annuity
style income returns
> Low risk, CPI linked
revenues with long-term
(25-30 year) concessions
› Diversified infrastructure
portfolio with minimal
construction risk
› Secured $2.2bn combined
green and social loan in the
healthcare sector through
RAH investment
Note: All figures as at 30 June 2023 unless otherwise stated.
Health
Water
21%
45%
$1.5bn
13%
Education
8%
4% 9%
Renewables
Community
Justice
8%
Total return
2023 Dexus Investor Day 41View entire presentation