SIPA Data
Sector, geographic and performance highlights from each quarterly index report — infra300®, infra100®, infra300® Debt, infraGreen® and private2000® — alongside the full report as a downloadable PDF.
Every quarter, SIPA's Index Committee publishes a full report for each benchmark — sector and geographic composition, return drivers, top performers, and index governance changes. This page pulls the public highlights from each report into a dashboard, so you can scan the quarter's numbers before deciding which full report to download.
This is the inaugural edition, covering the quarter ended 30 June 2026 (June 2026 release). Some analysis in the full PDF reports — valuation driver attribution, cost-of-equity detail, and the constituent watchlist — is reserved for clients; get in touch below for full access.
The private2000® index was broadly flat in Q2 2026, up 0.07% (VW USD), pausing after a solid first quarter. Five of ten sectors were positive, led by Transportation, Real Estate & Construction and Health.
Weights, per cent of index market value, as of 30 June 2026. Financials (0.2%) excluded.
Plus six further markets, each ≤3.1%: Canada, Australia, Italy, Spain, Netherlands, Taiwan. Weights as of 30 June 2026.
Total-return index levels, rebased to 100 at 30 June 2013, quarter-end observation as of 30 June 2026.
Contribution to Q2 2026 total return, VW USD, basis points.
Return by industrial activity, Q2 2026
| Sector | Weight | Q2 2026 | 5-yr ann. | 10-yr ann. |
|---|---|---|---|---|
| Transportation | 4.1% | 4.65% | −0.03% | 9.81% |
| Real estate & construction | 3.9% | 3.99% | 1.57% | 9.45% |
| Health | 7.5% | 3.62% | 2.28% | 5.96% |
| Natural resources | 12.4% | 0.83% | 6.00% | 18.31% |
| Info & communication | 21.8% | 0.10% | 3.27% | 13.64% |
| Education & public | 2.2% | −0.35% | −2.82% | 6.59% |
| Professional services | 19.9% | −0.36% | 2.70% | 11.74% |
| Manufacturing | 12.1% | −1.36% | 2.71% | 12.80% |
| Retail | 10.8% | −2.61% | −0.21% | 3.79% |
| Hospitality & entertainment | 5.0% | −2.78% | −3.65% | 3.41% |
Source: SIPA privateMetrics®, private2000® Market Index, as of 30 June 2026. Five- and ten-year returns are annualised figures; Financials (0.2% weight) excluded. Figures are quarterly-report highlights, not investment advice; full commentary, methodology and risk-factor attribution are in the downloadable PDF.
Transport, Renewable Power and Network Utilities led performance in Q2 2026, and all eight TICCS® sectors contributed positively — capital growth, not cash income, drove the quarter.
Weights, per cent of index constituents, as of 30 June 2026.
Contribution to quarterly total return, percentage points; bars scaled to the largest contributor.
Quarter-on-quarter
Year-on-year
Top performers, Q2 2026
| Company | Sector | Country | Total return |
|---|---|---|---|
| Wellington Electricity | Network utilities | NZL | 10.66% |
| Wellington International Airport | Transport | NZL | 10.29% |
| Auckland South Corrections Facility (Wiri Prison) | Social infrastructure | NZL | 8.74% |
| Singapore 1 Data Centre | Data infrastructure | SGP | 8.33% |
| 50Hertz Transmission GmbH | Network utilities | DEU | 8.29% |
Source: SIPA infraMetrics®, infra300® Market Index, as of 30 June 2026. Figures are quarterly-report highlights, not investment advice; full commentary, methodology and governance detail are in the downloadable PDF.
Transport and Network Utilities led sector contributions in Q2 2026; price returns of 3.35pp outpaced cash income of 0.60pp for the quarter.
Weights, per cent of index constituents, as of 30 June 2026.
Contribution to quarterly total return, percentage points; bars scaled to the largest contributor.
Quarter-on-quarter
Year-on-year
Top performers, Q2 2026
| Company | Sector | Country | Total return |
|---|---|---|---|
| Singapore 1 Data Centre | Data infrastructure | SGP | 8.33% |
| Open Grid Europe TopCo | Energy and water resources | DEU–NLD | 8.01% |
| Nexus Hospitals | Social infrastructure | AUS | 7.33% |
| Melbourne Airport | Transport | AUS | 7.30% |
| Supernap Italia Data Center | Data infrastructure | ITA | 7.03% |
Source: SIPA infraMetrics®, infra100® Market Index, as of 30 June 2026. Figures are quarterly-report highlights, not investment advice; full commentary, methodology and governance detail are in the downloadable PDF.
Wind and solar assets drove infraGreen returns in Q2 2026 — more than double the previous quarter — with wind power contributing 2.61pp and solar 1.29pp to total return.
Weights, per cent of index constituents, as of 30 June 2026.
Contribution to quarterly total return, percentage points; bars scaled to the largest contributor.
Quarter-on-quarter
Year-on-year
Top performers, Q2 2026
| Company | Sector | Country | Total return |
|---|---|---|---|
| Bluff Point Wind Farm (Woolnorth) | Wind power generation | AUS | 6.83% |
| Beijing Jingneng Clean Energy (Australia) | Wind power generation | AUS | 6.76% |
| Skogberget Wind Farm | Wind power generation | SWE | 6.71% |
| Overturingen Wind Farm | Wind power generation | SWE | 6.68% |
| Parque Solar Puertollano | Solar power generation | ESP | 6.66% |
Source: SIPA infraMetrics®, infraGreen® Market Index, as of 30 June 2026. Figures are quarterly-report highlights, not investment advice; full commentary, methodology and governance detail are in the downloadable PDF.
Private infrastructure debt returned 2.11% in Q2 2026, reversing the −0.64% recorded in Q1, as easing yields and tighter spreads restored price support alongside stable cash income.
Weights, per cent of debt market value outstanding, as of 30 June 2026.
Governance & business model
Contribution to quarterly total return, percentage points; bars scaled to the largest contributor.
Q1 2026 · total +3.19%
Q2 2026 · total +2.91%
Top performers, Q2 2026
| Instrument | Sector | Country | Total return |
|---|---|---|---|
| Flughafen Hamburg GmbH · 93.5Y at origination | Transport | DEU | 5.25% |
| Victoria Power Networks · 49Y at origination | Network utilities | AUS | 4.58% |
| Victoria Power Networks · 49Y at origination | Network utilities | AUS | 4.58% |
| Victoria Power Networks · 46Y at origination | Network utilities | AUS | 4.55% |
| Victoria Power Networks · 42Y at origination | Network utilities | AUS | 4.54% |
Bottom performers, Q2 2026
| Instrument | Sector | Country | Total return |
|---|---|---|---|
| Sabine Pass Liquefaction, LLC · 10Y at origination | Energy & water res. | USA | 0.71% |
| Sabine Pass Liquefaction, LLC · 20Y at origination | Energy & water res. | USA | 0.72% |
| Spower Opco A, LLC · 15Y at origination | Renewable power | USA | 0.74% |
| PacificLight Power Pte Ltd · 5Y at origination | Power gen. ex-renew. | SGP | 0.77% |
| Elizabeth River Crossings OpCo, LLC · 19.25Y at origination | Transport | USA | 0.81% |
Source: SIPA infraMetrics®, infra300® Debt Index, as of 30 June 2026. Bottom performers still posted positive returns this quarter, reflecting the broad market recovery. Figures are quarterly-report highlights, not investment advice; full commentary, methodology and credit-risk detail are in the downloadable PDF.
Want the full analysis — valuation drivers, cost of equity and the constituent watchlist?