Commonwealth Superannuation Corporation’s digital‑infrastructure holdings have emerged as the fund’s top performer, head of private markets Glenn Riley told Infrastructure Investor. The assets delivered returns that outpaced the broader portfolio, reinforcing CSC’s reputation for spotting high‑growth infrastructure. The strong showing comes after a year of heightened demand for data centre and fibre projects, and positions the fund for future growth in the tech‑driven economy.

Riley said CSC is now exploring more co‑investments and direct fund commitments outside Australia, aiming to diversify its exposure and capture emerging market pipelines. The strategy follows a broader trend among Australian pension funds seeking higher yields abroad, as domestic opportunities tighten. Expanding overseas could also unlock larger deal sizes and partnership options for the superannuation fund, including partnerships with local utilities and sovereign funds.

The move puts pressure on local infrastructure managers to match CSC’s global reach while offering foreign investors a foothold in Australia’s stable pension capital. Analysts note that CSC’s track record on digital assets may attract more capital to the sector, potentially reshaping funding flows. Digital infrastructure will now command greater attention from institutional portfolios, as governments prioritize broadband expansion and cloud services.