By Emmy Hawker, Senior reporter, Trustnet, 29 August 2025:
Sustainable investing has lost some of its shine in recent years but that does not mean investors have to shelve their environment, social and governance (ESG) concerns until the broader market swings back around..
James Carthew, head of investment company research at QuotedData, said: “In the income category, there are many renewable energy companies to choose from that offer high yields and can be acquired at big discounts to their net asset value [NAV].”
He picked Foresight Environmental Infrastructure, noting that the investment trust offers investors exposure to a broadly diversified portfolio while boasting an almost 10% yield and 23.3% discount to NAV.
“The company is rationalising its portfolio to concentrate more on renewables, energy storage and sustainable resource management assets that can generate long-term, stable, inflation-linked cashflows,” Carthew explained, which has resulted in it selling off more mature assets..
For investors pursuing quality, Emma Bird, head of investment trusts research at Winterflood, selected Impax Environmental Markets.
The £802.1m investment trust has a global portfolio spanning 52 holdings covering eight sustainability themes, including energy management and efficiency, digital infrastructure and sustainable food and agriculture.
It has been managed by Bruce Jenkyn-Jones, who is set to retire next year, and Jon Forster since its launch in 2002. Fotis Chatzimichalakis became a co-manager in 2021..
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