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Investment trust
FGEN

Foresight Environmental Infrastructure Limited

Managed by Foresight Group LLPEdward Mountney, Charlie Wright
Latest factsheet
31 Mar 2026
Net assets
£655.5m
vs asset value
35.4% discount
Borrowing
29.80%
Holdings
39

The Company aims to provide its investors with a sustainable, progressive dividend, paid quarterly, and to preserve the capital value of its portfolio over the long term.

35.4% discountthe shares change hands for less than the value of what the trust owns. Unlike an open-ended fund, a trust’s shares are bought and sold on the stock exchange, so their price is whatever buyers and sellers agree — not the value of the portfolio behind them.

Key facts

Stock market ticker
FGEN
ISIN
GG00BJL5FH87
Currency
GBP
Domiciled in
Guernsey
Launched
31 Mar 2014
Market value of shares
£423.9m
Total assets
£920.1m
Dividends paid
Quarterly

What the manager said

Delivering resilient NAV growth: NAV of £655.5 million as at 31 March 2026 (31 December 2025: £651.7 million), with NAV per share of 105.2 pence, representing an increase of 0.6 pence over the quarter. Dividend in line with target: Quarterly dividend of 1.99 pence declared, in line with the Company's full-year target of 7.96 pence per share. FY27 dividend target of 8.04 pence, marking the 12th consecutive annual dividend increase since IPO. Diversification underpinning resilience: Portfolio diversification supports stable NAV and robust cash generation, with dividend cover of 1.25x for the year, post project debt amortisation. Prudent balance sheet maintained: Gearing remains conservative at 29.8% as at 31 March 2026 (30.9% at 31 December 2025), supporting financial flexibility and disciplined capital allocation. Well positioned for organic NAV growth: the Board remains focused on delivering the Company's progressive dividend strategy, alongside NAV growth through consistent operational performance, value enhancements and selective capital recycling.

Source factsheets

Shares in Foresight Environmental Infrastructure Limited trade on the London market under FGEN. Figures are read from the trust’s own published factsheet and may lag the market. Past performance is not a guide to future returns, and your capital is at risk. This is information, not advice.