Strategy

A new dawn

As the sun sets on fossil fuels, we examine the opportunities for investors in the burgeoning listed renewable infrastructure sector...
William Heathcoat Amory
Last update 19 July 2018

It took the whole of human history before 1800AD for the world's population to reach one billion people, and by the start of the 20th century that figure still remained below two billion. Since then, the world's population has increased fourfold. Fossil fuels have enabled this progress, but carry severely negative side-effects. The advent of renewable energy has perhaps broken that vicious loop. More energy does not now need to equate to dirtier air, dead seas and a thinner atmosphere.

Among the challenges of the transition to cleaner fuel, one of the greatest is that it requires huge upfront investment. But the tailwind among governments and populations is clearly there, and the listed companies sector has been quick to respond to the opportunities available in this space, where c.£4.4bn of equity is now invested.

For long term, income-focused investors it certainly seems an appealing proposition. But the risks and opportunities are very different to traditional equity investing. In this article we attempt to de-mystify and sketch out the main characteristics of the listed funds offering direct exposure to renewable energy infrastructure.

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.