Plenary Funds Management is a boutique infrastructure fund manager.

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The following links will take you to PDFs of our corporate and regulatory disclosures.



If you have any questions regarding the information provided or for any other regulatory information, please <a href="https://www.plenaryfundsmanagement.com//contact" class="ek-link">reach out</a> to us.



<ul><li><a href="https://cms.plenaryfundsmanagement.com/app/uploads/2023/03/PFM-Conflicts-of-Interest-Policy-1.pdf" target="_blank" aria-label=" (opens in a new tab)" rel="noreferrer noopener" class="ek-link">Conflicts of Interest Policy</a></li><li><a href="https://cms.plenaryfundsmanagement.com/app/uploads/2023/03/PFM-Derivatives-Risk-Statement-1.pdf" target="_blank" aria-label=" (opens in a new tab)" rel="noreferrer noopener" class="ek-link">Derivatives Risk Statement</a></li><li><a aria-label=" (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2021/12/PFM-Diversity-Inclusion-Policy.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">Diversity and Inclusion Policy</a></li><li><a aria-label="ESG Responsible Investment Policy (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/12/PFM-ESG-Responsible-Investment-Policy.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">ESG Responsible Investment Policy</a></li><li><a aria-label="ESG Stewardship Policy  (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/12/PFM-ESG-Stewardship-Policy.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">ESG Stewardship Policy</a></li><li><a href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/12/PFM-ESG-The-Way-We-Work-Policy.pdf" class="ek-link">ESG The Way We Work Policy</a></li><li><a aria-label="Gifts and Entertainment Policy (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/02/PFM-Gifts-and-Entertainment-Policy.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">Gifts and Entertainment Policy</a></li><li><a href="https://cms.plenaryfundsmanagement.com/app/uploads/2023/03/PFM-Hedging-Policy-1.pdf" target="_blank" aria-label=" (opens in a new tab)" rel="noreferrer noopener" class="ek-link">Hedging Policy</a></li><li><a href="https://cms.plenaryfundsmanagement.com/app/uploads/2023/03/PFM-Investment-Allocation-Policy-1.pdf" class="ek-link">Investment Allocation Policy</a></li><li><a aria-label=" (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/09/PFM-Investment-Committee-Terms-of-Reference.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">Investment Committee Terms of Reference</a></li><li><a aria-label=" (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/09/PFM-Investment-Valuation-Committee-Terms-of-Reference.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">Investment Valuation Committee Terms of Reference</a></li><li><a aria-label=" (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2022/07/Unit-Pricing-Policy.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">Unit Pricing Policy</a></li><li><a href="https://cms.plenaryfundsmanagement.com/app/uploads/2023/03/PFM-Valuation-Policy-1.pdf" target="_blank" aria-label=" (opens in a new tab)" rel="noreferrer noopener" class="ek-link">Valuations Policy</a></li><li><a aria-label=" (opens in a new tab)" href="https://cms.plenaryfundsmanagement.com/app/uploads/2021/12/Whistleblower-Policy-Plenary-Group-Holdings.pdf" target="_blank" rel="noreferrer noopener" class="ek-link">Whistleblower Policy (Plenary Group Holdings)</a></li></ul>



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Disclosures