The fall of -3.0% to 104.5p is the weakest NAV performance out of the peer group to report over 1Q so far, which have ranged between -0.7% and +0.5%. This is because BSIF has taken the impact of the ROC and FiT indexation switch to CPI in this quarter, vs 4Q for most others. This impact of -1.6p is the largest detractor over the quarter, though slightly better than the -2p estimate the company gave in January. Elsewhere, higher near-term power prices were helpful but mostly offset by slightly lo ....
