An ethical trust with a 7% yield

TL;DR

Foresight Group focuses on ESG investments, believing that sustainable practices lead to better returns. They offer funds and trusts that provide access to renewable energy infrastructure and solar farms.

Transcript

hello today i have with me bernard fehrman ceo and founder of asset manager foresight group thank you for joining me bernard thank you sustainability and climate change concerns are governing some investors decision making and there's the potential for government policy making to further support renewable energy what is the nature of foresight grou... Read More

Key Insights

• 🥺 Foresight Group believes that incorporating ESG principles leads to better financial outcomes for investors.
• 📽️ The company is actively involved in investing in renewable energy infrastructure and forestry projects, promoting sustainability.
• ↩️ The FP Foresight Global Real Infrastructure Fund focuses on achieving attractive returns while maintaining daily liquidity.
• 🥹 Foresight Group holds notable solar industry investments in companies such as Skate, Hanan Armstrong, Carvis, and Brookfield Renewable Partners.
• ✊ The Foresight Solar Investment Trust offers access to solar farms, which provide stable income through government subsidies and power purchase agreements.
• 💄 Solar energy is a reliable and predictable source of income, making it an attractive investment option.
• 🕖 The trust's dividend yield of around seven percent is sustainable due to the nature of revenue sources.

Questions & Answers

Q: How does Foresight Group incorporate ESG principles into its investment approach?

Foresight Group believes that prioritizing ESG factors is not only good for the planet but also leads to better returns. They focus on investing in renewable energy infrastructure and forestry, as well as enhancing sustainability in the sites they work on.

Q: What is the FP Foresight Global Real Infrastructure Fund's objective?

The fund aims to achieve returns of CPI plus three percent over any five-year period while maintaining daily liquidity. It invests in real assets worldwide, with a focus on listed companies involved in renewable energy, such as solar holdings.

Q: Could you provide more information about the Foresight Solar Investment Trust and its recent performance?

The Foresight Solar Investment Trust is the largest UK-listed solar fund, offering access to solar farms. Solar energy is reliable and predictable, providing a stable income. The trust's performance has consistently met its targets and offers a dividend yield of around seven percent.

Q: Is the seven percent dividend yield sustainable for the Foresight Solar Investment Trust?

Yes, the dividend yield is sustainable due to the income received from government subsidies and long-term power purchase agreements. Solar energy is highly predictable, making the trust's yield reliable. However, the opportunity for such a high yield may be temporary.

Summary & Key Takeaways

• Foresight Group emphasizes ESG considerations, believing it is beneficial for both the planet and investors.

• The company is actively involved in investing in renewable energy infrastructure and forestry projects worldwide.

• Foresight Group offers the FP Foresight Global Real Infrastructure Fund, which has strong ethical rankings and focuses on investing in real assets, including solar holdings.