# EDGAR Filing Document

**Accession Number:** 0001520738
**File Stem:** 0001213900-25-068815
**Filing Date:** 2025-7
**Character Count:** 7141
**Document Hash:** d0774c26d0595ff80096f775ce11eba1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001213900-25-068815.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001213900-25-068815

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Brookfield Investment Funds
- **CENTRAL INDEX KEY:** 0001520738

**ORGANIZATION NAME:**
- **EIN:** 611652095
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-174323
- **FILM NUMBER:** 251163105

**BUSINESS ADDRESS:**
- **STREET 1:** BROOKFIELD PLACE
- **STREET 2:** 225 LIBERTY STREET, 35TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10281-1023
- **BUSINESS PHONE:** 212-549-8400

**MAIL ADDRESS:**
- **STREET 1:** BROOKFIELD PLACE
- **STREET 2:** 225 LIBERTY STREET, 35TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10281-1023

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Brookfield Investment Management Inc.
- **DATE OF NAME CHANGE:** 20130429

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Brookfield Investment Funds
- **DATE OF NAME CHANGE:** 20110513

## Series and Classes Contracts Data

### BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND (Series ID: S000073655)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000230715 | Class I      | GRSIX           |
| C000230716 | Class A      | GRSAX           |
| C000230717 | Class C      | GRSCX           |

**Filed Pursuant to Rule 497(k)<br> Registration No. 333-174323**

**BROOKFIELD INVESTMENT FUNDS**<br> Brookfield Global Renewables & Sustainable Infrastructure Fund<br> (the "Fund")

**Supplement dated July 29, 2025, to the Fund's Summary Prospectus,<br> dated April 30, 2025**

**IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY**

 

*On July 28, 2025, the Board of Trustees of the Fund approved a change in the name and 80% Policy of the Fund, along with corresponding changes in the principal investment strategies of the Fund. As described in the Fund's Prospectus, the Fund may change the 80% Policy without shareholder approval and will provide shareholders with written notice at least 60 days prior to the implementation of any such changes. This supplement reflects the changes to the Fund's 80% Policy. These changes will become effective on September 30, 2025.*

Accordingly, effective September 30, 2025, the following changes are hereby made to the Summary Prospectus:

Brookfield Global Renewables & Sustainable Infrastructure Fund is renamed Brookfield Next Generation Infrastructure Fund, and all references to the "Renewables Fund" are hereby deleted and replaced with the "Next Generation Fund."

The first five paragraphs under the heading "**Principal Investment Strategies**" are hereby deleted and replaced with the following:

"The Fund seeks to achieve its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in publicly traded equity securities of infrastructure companies listed on a domestic or foreign exchange, throughout the world, including the United States (the "80% Policy"). Under normal market conditions, at least 40% of the Fund's net assets, plus borrowings for investment purposes, may be invested in publicly traded securities of infrastructure companies whose primary operations or principal trading market is in a foreign market, and that are not subject to the requirements of the U.S. securities laws, markets and accounting requirements, and the Fund will maintain exposure to securities of infrastructure companies in the United States and in at least three countries outside the United States. The Fund considers an issuer's "primary operations" to be in a foreign market if the issuer (i) is organized under the laws of that country, or (ii) derives at least 50% of its revenues or profits from goods produced or sold, investments made, services performed, or has at least 50% of its assets located within that country. The Fund may also invest, as a principal strategy, up to 25% of its net assets in infrastructure companies organized as master limited partnerships ("MLPs").

For purposes of the 80% Policy, an infrastructure company is any company that makes or derives at least 50% of its recurring revenues, cash flows, or Regulated Asset Base (defined below) from, and has committed at least 50% of its future capital expenditures to, infrastructure business activities, including any, or a combination of, the following business activities:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;· Power production, including
renewables (*e.g.*, wind, solar, hydroelectric), low-to-zero carbon energy production (*e.g.*, nuclear, biomass, and other forms
of clean energy), and reliable baseload (*e.g.*, gas);

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;· Electric & gas transmission
and distribution networks;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;· "Circular economy"
products and systems (*i.e.*, products and systems designed to minimize waste and enable greater recycling and reuse of materials),
including, water utilities systems, waste systems, and other energy recapture and recycling systems (*e.g.*, methane capture for
renewable natural gas);

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;· Sustainable solutions design
and implementation, such as grid modernization, smart grid technology, energy efficiency, electricity storage (*e.g.*, batteries,
fuel cells, etc.), and/or equipment manufacturing for power production (both large-scale and behind-the-meter); and/or

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;· Data infrastructure (*e.g.*,
communication towers, data centers).

"Regulated Asset Base" means the value of the asset base from which an infrastructure company, such as a utility company, is permitted to earn an allowed rate of return on its investment, as set by relevant regulatory authorities. The Regulated Asset Base may include the value of water, gas and electricity transmission and distribution lines, certain generation assets, gas mains, water treatment facilities and meters, as well as other assets. Where applicable, the Regulated Asset Base model sets a value on a company's invested capital, which in turn determines the total revenues that such company is permitted to earn.

The Fund may change the 80% Policy without shareholder approval. The Fund will provide shareholders with written notice at least 60 days prior to the implementation of any such changes."

*Capitalized terms used herein but not defined shall have the meanings assigned to them in the Summary Prospectus.*

**Please retain this Supplement for reference.**