Private infrastructure is becoming increasingly accessible to individual investors as asset managers use interval funds to bring strategies once largely reserved for institutions into the wealth channel. Advisors Asset Management and Wilshire announced the launch of the AAM Wilshire Infrastructure Fund on August 25, offering individual investors exposure to private infrastructure investments across areas including digital infrastructure, transportation, utilities, energy transition, and social infrastructure. Sun Life Financial committed $150 million in seed capital to the fund.

The fund plans to focus primarily on small- and middle-market infrastructure investments, providing another example of how interval funds are being used to package less-liquid private assets for individual investors. Unlike publicly traded infrastructure funds, private infrastructure strategies can invest directly in assets that may generate contractual or recurring cash flows over long periods. The interval fund structure can accommodate these less-liquid investments because shareholders receive periodic repurchase opportunities rather than daily liquidity.

For advisors, the expansion of infrastructure into the wealth channel creates another potential portfolio allocation—but also another product category requiring careful comparison. Underlying assets, leverage, fees, valuation practices, portfolio diversification, and repurchase policies can differ significantly among funds. As private infrastructure joins private credit, real estate, and other institutional strategies in interval fund form, understanding both the investment and the structure through which it is offered becomes increasingly important.

Go Deeper with Blue Vault

As private infrastructure moves further into the wealth channel, advisors may want to know how a new interval fund compares with the rest of the market — not just what it invests in.

Inside Blue Vault, financial advisors can research and compare interval funds using standardized product data, including investment strategy, distribution rates, operating expenses, performance, portfolio characteristics, and liquidity or repurchase features.

That means advisors can move from reading about a new infrastructure fund to asking questions such as:

   •   How does its distribution rate compare with other interval funds?
   •   How do its expenses compare?
   •   What are the fund’s liquidity and repurchase terms?
   •   How has it performed relative to other funds?
   •   What other interval funds provide exposure to similar strategies?

Source

Advisors Asset Management and Wilshire, Advisors Asset Management and Wilshire Launch AAM Wilshire Infrastructure Fund, August 25, 2026