LH Fund to Launch LHAI-INFRA Fund Investing in AI Infrastructure on 30 July

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Land and Houses Securities, or LH Fund, is preparing to offer the LHAI-INFRA fund between 30 July and 5 August 2026. The fund will invest in units of the foreign mutual fund Tortoise AI Infrastructure ETF, averaging at least 80 percent of net asset value over the accounting year. The master fund is actively managed and aims to invest in stocks across the artificial intelligence infrastructure value chain, from energy, power systems, data centers, and cooling systems to servers, memory, storage, and networks, as well as data center developers and AI cloud providers. The fund's key strength is diversifying away from chip stocks and large-cap technology stocks into industrials, utilities, energy, and data center operators, which are essential infrastructure for the transition from the AI training era to AI inference and widespread real-world application.

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