Skip to main content

Renewables: moving beyond the spin by pushing for circularity

Date: 07 July 2023

1 minute read

As asset managers look at the financial and environmental benefits of clean energy, one practical way to invest is buying shares in renewable energy infrastructure investment trusts. These own and operate assets, such as wind farms and solar power plants, and sell the energy generated. These trusts deliver high income returns by distributing their profits in the form of dividends. Over the long term, they also act a portfolio diversifier as their performance is not strongly correlated with equity or bond markets.

Very revealing and extremely valuable

We have been engaging closely with our renewable energy holdings. These discussions have been very revealing and extremely valuable in forming our opinion on how sustainability focused the various management teams really are. Some are well versed in the issues and have frameworks in place. As a general rule, supply-side has been better considered than end of life plans.

Read our thematic engagement


Caroline Langley

Investment Director

I have over 16 years of experience in the private client industry and 14 of those are with Quilter Cheviot where I have worked since 2006. I manage private client portfolios (taxable accounts, ISAs and JISAs, trusts, SIPPs, small charities and offshore bonds) working with clients directly or alongside advisers. I am also Deputy Fund Manager for the award-winning Climate Assets Balanced Fund and the Climate Assets Growth Fund.

Monthly newsletter

Don’t miss the Climate Assets Funds monthly update – delivered straight to your inbox.

Subscribe now

Climate Assets Funds

The Climate Asset Funds invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.

Find out more

The value of your investments and the income from them can fall and you may not recover what you invested.