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QuotedData’s morning briefing 5 July 2024 – USF, CGI

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In QuotedData’s morning briefing 5 July 2024:

  • US Solar Fund (USF) provided an update for the first quarter ended 31 March 2024. The company saw a NAV total return of 0.9%. Portfolio performance was also down due to lower than expected solar irradiance. Overall generation was 130.6GWh, 11.6% below forecast.
  • Canadian General Investments (CGI) provided a portfolio update to June 30, 2024. The company highlighted its year-to-date and 12-month NAV total returns of 13.3% and 14.2%, respectively. These compare with the 6.1% and 12.1% returns of the benchmark index.

We also have an update from Castelnau Group.

 

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