JLEN Environmental Assets Group (formerly John Laing Environmental Assets Group) invests in environmental infrastructure projects that have the benefit of long-term, predictable, wholly or partially inflation-linked cash flows supported by long-term contracts or stable regulatory frameworks. JLEN Environmental Assets’ portfolio includes interests in UK based solar, onshore wind, anaerobic digestion, waste processing and wastewater projects.
We have written a number of notes that explain how the fund works:
- “Backing the green hydrogen revolution“, published in November 2023 looks at JLEN’s green hydrogen assets in more detail
- “Laying the foundations for NAV growth“, published in March 2023, looks at some of JLEN’s newer investments
- “Further portfolio diversification“, published in September 2022, discussed JLEN’s expansion into areas such as controlled environments
- “It’s all about renewables“, published in March 2022, is our annual overview note on this diverse renewable energy trust
- “On the front foot“, published in August 2021, discusses JLEN’s latest acquisitions, which add further diversification to its portfolio
- “Increasingly diversified as green-led recovery looms“, published in February 2021, talks about the fund’s plans to continue to expand its remit
- “Reliable source of income“, published in May 2020, emphasised the attractions of JLEN’s income sources in an environment of dividend cuts
- “Battery storage potential“, published in September 2019, looks at JLEN’s first foray into the battery storage market
- “Life extensions to boost NAV?”, published in March 2019, looks at JLEN’s consideration of extending the economic lives of its wind and solar assets to boost NAV
- “Diversification benefits shine through”, published in 2018, notes how the diversification of JLEN’s portfolio has allowed a smooth ride for investors
- “Anaerobic diversification”, published in March 2018, shows how JLEN’s access to waste and wastewater projects further separates them from their peers
- “Diverse renewables exposure”, published in September 2017, looks at diverse portfolio of JLEN and how they use it maintain long term value
You can access the company’s website here