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Research >
Hardman & Co Insight: Higher interest rates overshadow IIC/REIF prospects

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  • 13 Mar 2023

Hardman & Co Insight: Higher interest rates overshadow IIC/REIF prospects


VH Global Sustainable Energy Opportunities Plc (GSEO:LON), 78.7 | US Solar Fund Plc (USFP:LON), 48.4 | Downing Renewables & Infrastructure Trust Plc (DORE:LON), 87.3 | Ecofin U.S. Renewables Infrastructure Trust Plc (RNEW:LON), 64.5 | Gresham House Energy Storage Fund Plc GBP (GRID:LON), 101 | Octopus Renewables Infrastructure Trust Plc (ORIT:LON), 86.0 | Triple Point Energy Transition PLC (TENT:LON), 62.2 | SDCL Energy Efficiency Income Trust Plc (SEIT:LON), 66.2 | Hydrogenone Capital Growth Plc (HGEN:LON), 56.0 | Harmony Energy Income Trust Plc (HEIT:LON), 83.9 | Foresight Solar Fund Limited GBP (FSFL:LON), 90.6 | Foresight Solar & Technology VCT PLC (FTSV:LON), 0 | Atrato Onsite Energy Plc (L5M:FRA), 0 | Sequoia Economic Infrastructure Income Fund Limited Ptg.Shs GBP (SEQI:LON), 81.6 | JLEN Environmental Assets Group Limited GBP (JLEN:LON), 98.6 | Pantheon Infrastructure PLC (PINT:LON), 77.9 | 3i Infrastructure PLC (3IN:LON), 302 | GCP Infrastructure Investments Ltd GBP (GCP:LON), 66.0 | Gore Street Energy Storage Fund PLC (GSF:LON), 76.0 | Greencoat UK Wind Plc (UKW:LON), 136 | HICL Infrastructure PLC (HICL:LON), 121 | International Public Partnerships Ltd (INPP:LON), 122 | Renewables Infrastructure Group Limited GBP Red.Shs (TRIG:LON), 105 | Digital 9 Infrastructure Plc (DGI9:LON), 39.9 | Cordiant Digital Infrastructure Limited (CORD:LON), 70.5 | BBGI Global Infrastructure S.A. SICAV -Ordinary- (BBGI:LON), 131 | Bluefield Solar Income Fund Ltd. (BSIF:LON), 117 | Greencoat Renewables Plc (GRP:LON), 96.2 | NextEnergy Solar Fund Ltd (NESF:LON), 85.6

  • Hardman & Co
    • Nigel Hawkins

    • 11 pages


 

Hardman & Co Research’s focus is on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our Quoted UK Infrastructure and Renewable Energy – Prospects for 2023 publication, we have addressed the three key issues of recent months: higher inflation, extremely volatile power prices and rising interest rates.

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Hardman & Co Insight: Higher interest rates overshadow IIC/REIF prospects


VH Global Sustainable Energy Opportunities Plc (GSEO:LON), 78.7 | US Solar Fund Plc (USFP:LON), 48.4 | Downing Renewables & Infrastructure Trust Plc (DORE:LON), 87.3 | Ecofin U.S. Renewables Infrastructure Trust Plc (RNEW:LON), 64.5 | Gresham House Energy Storage Fund Plc GBP (GRID:LON), 101 | Octopus Renewables Infrastructure Trust Plc (ORIT:LON), 86.0 | Triple Point Energy Transition PLC (TENT:LON), 62.2 | SDCL Energy Efficiency Income Trust Plc (SEIT:LON), 66.2 | Hydrogenone Capital Growth Plc (HGEN:LON), 56.0 | Harmony Energy Income Trust Plc (HEIT:LON), 83.9 | Foresight Solar Fund Limited GBP (FSFL:LON), 90.6 | Foresight Solar & Technology VCT PLC (FTSV:LON), 0 | Atrato Onsite Energy Plc (L5M:FRA), 0 | Sequoia Economic Infrastructure Income Fund Limited Ptg.Shs GBP (SEQI:LON), 81.6 | JLEN Environmental Assets Group Limited GBP (JLEN:LON), 98.6 | Pantheon Infrastructure PLC (PINT:LON), 77.9 | 3i Infrastructure PLC (3IN:LON), 302 | GCP Infrastructure Investments Ltd GBP (GCP:LON), 66.0 | Gore Street Energy Storage Fund PLC (GSF:LON), 76.0 | Greencoat UK Wind Plc (UKW:LON), 136 | HICL Infrastructure PLC (HICL:LON), 121 | International Public Partnerships Ltd (INPP:LON), 122 | Renewables Infrastructure Group Limited GBP Red.Shs (TRIG:LON), 105 | Digital 9 Infrastructure Plc (DGI9:LON), 39.9 | Cordiant Digital Infrastructure Limited (CORD:LON), 70.5 | BBGI Global Infrastructure S.A. SICAV -Ordinary- (BBGI:LON), 131 | Bluefield Solar Income Fund Ltd. (BSIF:LON), 117 | Greencoat Renewables Plc (GRP:LON), 96.2 | NextEnergy Solar Fund Ltd (NESF:LON), 85.6

  • Published: 13 Mar 2023
  • Author: Nigel Hawkins
  • Pages: 11
  • Hardman & Co


Hardman & Co Research’s focus is on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our Quoted UK Infrastructure and Renewable Energy – Prospects for 2023 publication, we have addressed the three key issues of recent months: higher inflation, extremely volatile power prices and rising interest rates.

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