Why do we own Transurban

Transurban Group is a leading toll road operator, managing and developing urban road networks across Australia, the United States, and Canada. With a portfolio of 22 operating assets, Transurban’s key networks include CityLink in Melbourne, major routes like the Hills M2 and WesConnext (50%) in Sydney, and the Gateway Motorway in Brisbane. Internationally, Transurban operates toll roads in Greater Washington and Montreal. Facilitating over 2.5 million daily trips and serving 10.8 million customers, the company leverages its 25+ years of experience to deliver safer and more efficient travel.

Transurban holds a dominant position in Australia’s key arterial roads, particularly along the east coast, offering exposure to high-traffic, high-margin infrastructure. Most of its assets are secured through long-term concessions and benefit from favourable toll escalation agreements, providing reliable and predictable revenue streams. The company’s extensive project pipeline and focus on enhancing existing infrastructure through operational improvements and technology innovation further bolster its growth potential.

Additionally, Transurban’s expertise in integrating state-of-the-art safety and traffic management technology ensures continuous improvement in road efficiency and customer service. This combination of strategic assets, technological advancement, and strong stakeholder relationships positions Transurban as a resilient, long-term investment opportunity, well-suited to benefit from increasing urbanisation and transportation demand.

ASX-listed Transurban Group is a direct holding in the Evidentia Quality Core Portfolio, which is held in the Partners Medium Term, Long Term, and Multi-Asset Income Portfolios.