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About the company
Cordiant Digital Infrastructure Limited is an externally managed closed-ended investment company. The Company's principal activity is investing in cloud and data centers, telecommunications towers, distributed sensor networks, and fiber-optic networks. It owns and operates digital infrastructure assets in the United Kingdom, the European Economic Area, and North America. The Company’s investment objective is to generate total returns (on a risk-adjusted basis) for shareholders over the long term, comprising capital growth and a progressive dividend through investment in digital infrastructure assets. Its diversified portfolio includes digital broadcast infrastructure, mobile towers, backbone fiber-optic networks, data centers and cloud systems, and Internet of Things/Smart City solutions. The Company follows a Buy, Build, and Grow model. It seeks to generate total returns of approximately 9% per annum over the longer term. The Company’s investment manager is Cordiant Capital Inc.
- Revenue in GBP (TTM)169.63m
- Net income in GBP153.27m
- Incorporated2021
- Employees0.00
- LocationCordiant Digital InfrastructureEast Wing, Trafalgar Court, Les BanquesPO Box 656SAINT PETER PORT GY1 3PPGuernseyGGY
- Phone+44 1 481742742
- Websitehttps://www.cordiantdigitaltrust.com/
Profile
| Management group(s) | Cordiant Capital Inc |
|---|---|
| AIC sector | Infrastructure |
| ISIN | GG00BMC7TM77 |
| Launch date | 16 Feb 2021 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The Company will seek to generate attractive total returns (on a risk adjusted basis) for Shareholders over the longer term, comprising capital growth and a progressive dividend, through investment in Digital Infrastructure Assets, with a predominant focus on data centres, mobile telecommunications/broadcast towers and fibreoptic network assets, primarily located in the UK, the EEA, the United States of America and Canada.
Managed by
| Steven Marshall, Mark Tiner |
|---|
Management & contract fees
The annual management fee - * 1% p.a. of the Average Market Capitalisation up to, but not including GBP 500m; * 0.9% p.a. of the Average Market Capitalisation that is between GBP 500m up to and including GBP 1b; and * 0.80% p.a on such part of the Average Market Capitalisation that is in excess of GBP 1b.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| XPS Pensions Group PLC | 246.90m | 25.95m |
| Pacific Horizon Investment Trust PLC | 48.09m | 43.55m |
| Biopharma Credit PLC | 114.34m | 91.01m |
| Global Smaller Companies Trust PLC | 59.12m | 51.35m |
| Baillie Gifford US Growth Trust PLC | 64.84m | 56.62m |
| European Smaller Companies Trust PLC | 102.73m | 90.06m |
| Impax Environmental Markets plc | -31.88m | -46.19m |
| Capital Gearing Trust plc | 44.88m | 40.20m |
| Edinburgh Worldwide Investment Trust plc | 188.80m | 177.00m |
| Cordiant Digital Infrastructure Ltd | 169.63m | 153.27m |
| Molten Ventures PLC | 137.10m | 111.20m |
| Schroder Oriental Income Fund Ltd | 109.50m | 94.50m |
| Oakley Capital Investments Ltd | 73.90m | 55.40m |
| Scottish American Investment Company PLC | 20.88m | 9.84m |
| Finsbury Growth & Income Trust PLC | -3.24m | -13.89m |
| Murray Income Trust plc | 30.19m | 22.88m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Asset Value Investors Ltd.as of 31 May 2025 | 56.03m | 7.32% |
| Rathbones Investment Management Ltd.as of 31 May 2025 | 49.83m | 6.51% |
| Evelyn Partners Investment Management LLPas of 31 May 2025 | 45.31m | 5.92% |
| TrinityBridge Ltd.as of 31 May 2025 | 33.22m | 4.34% |
| Schroder & Co. Ltd.as of 31 May 2025 | 32.30m | 4.22% |
| Raymond James Wealth Management Ltd. (Investment Management)as of 31 May 2025 | 30.77m | 4.02% |
| W1m Investment Management Ltd.as of 30 Sep 2025 | 24.23m | 3.17% |
| Nottinghamshire County Council Pension Fundas of 31 May 2025 | 23.13m | 3.02% |
| West Yorkshire Pension Fundas of 31 Mar 2025 | 22.70m | 2.96% |
| Aegon Asset Management UK PLCas of 31 Dec 2025 | 17.61m | 2.30% |
