Investment strategy
The fund actively tracks the UK listed infrastructure sector, investing in UK listed, sterling denominated funds, equities and bonds.
Regular income
The investment objective is to deliver regular and dependable income with a target of 5% per annum.
Preserve capital and inflation protection
A key aim is to preserve investors’ capital throughout market cycles with the potential for capital growth and protection from inflation.
Infrastructure exposure
Offers exposure to a vital sector for the UK’s economy which is increasingly becoming a key component of any well-balanced investment portfolio.
Introducing Gravis UK Infra
Past performance is not a guide to future performance. The value of the investment and the income deriving from it can go down as well as up and can't be guaranteed. You may get back less than you invested.
The market
Investment adviser
The investment adviser to the fund is Gravis Advisory Ltd. The Gravis team can call on a wealth of experience and expertise in infrastructure investing across a broad range of sectors. More information on Gravis can be found on their website www.graviscapital.com.
The lead advisers from Gravis are Stephen West and William Argent.
Stephen West
Director (non-executive), founder
Stephen West
Director (non-executive), founder
Stephen is a director of Gravis, joining the company in 2015 following many years working on projects with the original founders. He is a lead fund manager for VT Gravis UK Infrastructure Income Fund.
Stephen qualified as a Barrister and thereafter spent over twenty years in the fixed income divisions at bulge bracket US and Swiss investment banks. He ran UBS’s global credit underwriting, trading, sales and research business a role which encompassed the bank’s securities and loan divisions.
Stephen graduated with a degree in Law from University College London. He was called to the Bar at Lincolns Inn. Stephen currently serves as an Entrepreneurship Expert with the Entrepreneurship centre at the Said Business School, University of Oxford.
+44 (0)20 3405 8507
stephen.west@graviscapital.com
William Argent
Fund manager
William Argent
Fund manager
Will is a fund manager at Gravis. He is jointly responsible for the oversight of the VT Gravis UK Infrastructure Income Fund and VT Gravis Clean Energy Income Fund.
Will joined Gravis in 2017 having spent 12 years working as an analyst within the private wealth management sector. His responsibilities have included the analysis and recommendation of direct equities and closed-end investment vehicles for client portfolios, setting asset allocation and strategy, and the management of in-house OEICs.
Will graduated with a degree in Mathematics from the University of Exeter. He has passed all three levels of the CFA Program and was awarded the CFA charter in 2009.
+44 (0)20 3405 8552
william.argent@graviscapital.com
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