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Unit Trust
Schroders Capital Global Energy Infrastructure LTAF
Managed by Schroder Unit Trusts LimitedPart of Schroders Capital Wealth Solutions Ltafs
Latest factsheet
Mar 2026
Fund size
£660k
Yearly charge
0.18%
Manager fee
–
Income yield
–
Holdings
–
Launched
31 Mar 2025
The fund aims to provide capital growth and income in excess of 10% per annum (before fees have been deducted*) over any 5 to 7 year period and to support the transition to net zero (through the generation and efficient use of green and low carbon energy and the avoidance of CO2e) by investing indirectly in a global portfolio of renewable and other energy transition aligned infrastructure assets worldwide which are deemed to be sustainable investments. This cannot be guaranteed and your capital is at risk.
Karin Kaiser (Fund Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1M | +3.70% | – | – | – |
| 3M | +3.90% | – | – | – |
| YTD | +3.90% | – | – | – |
| 1Y | +6.80% | – | – | – |
| Since launch | +6.80% | – | – | – |
Calendar-year performance
| 2024 | 2025 |
|---|---|
| – | – |
Top holdings
| # | Holding | Weight | |
|---|---|---|---|
| 1 | Oxbow (US, Solar) | 25.90% | |
| 2 | Hornsea 1 (UK, Wind) | 18.60% | |
| 3 | Butendiek (Germany, Wind) | 13.90% | |
| 4 | Happy (US, Solar) | 6.00% | |
| 5 | Low Carbon Farming 5 (UK, Greenhouse) | 4.60% |
Portfolio breakdown
Sector
| Wind | 46.90% | |
| Solar | 36.20% | |
| Energy Transition | 16.90% |
Geography
| UK | 38.00% | |
| US | 31.90% | |
| Germany | 13.90% | |
| Spain | 13.10% | |
| Ireland | 3.10% | |
| Other | 0.00% |
Asset allocation
| Operational | 93.30% | |
| Development/construction | 6.70% |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Mar 2026 | View original factsheet ↗ | 21 Aug 2026 |