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Gravis says digital infrastructure demand stays strong as AI, 5G drive data center growth

PUBT·06/25/2026 15:57:24
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Gravis says digital infrastructure demand stays strong as AI, 5G drive data center growth
  • Gravis Capital published a five-year review of digital infrastructure, citing rising demand from AI, 5G connectivity, e-commerce logistics, data centers.
  • TM Gravis Digital Infrastructure Income Fund total return reached 11.2% since launch through May 2026; income distributions totaled 12.6p.
  • Portfolio turnover averaged under 10% a year; eight M&A exits delivered an average 29% premium to undisturbed share prices.
  • Strategy expanded in May 2026 to include corporate bonds to lift yield, cut volatility; initial purchases came from existing issuers.
  • Forward equity dividend yield stood at 3.6% with 6.1% forecast growth; GBP-hedged corporate bond yield was 5.1%.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on June 24, 2026, and is solely responsible for the information contained therein.