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Fund Name SRI Style Product Region Asset Type Launch Date

FP Foresight UK Infrastructure Income Fund		 Environmentally Focused OEIC/Unit Trust UK Infrastructure 04/12/17

Objectives

Fund Size: £420.81m

As at: 31/10/23

ISIN: GB00BF0VS815, GB00BF0VS922

Sustainable, Responsible &/or ESG Overview

Requested update from fund manager (July 2023) - Fund last updated January 2021

 

Though the UK Infrastructure Income Fund does not have a specific ESG mandate, the company primarily invests into holdings which own and operate core infrastructure and renewable energy assets. In line with Foresight Group's commitment to sustainable investing, the Fund Managers will make a qualitative assessment on the ESG credentials of investee companies and their place in the Fund's portfolio.

 

Note: AUM figure: Foresight’s three OEICs have a total AUM of £1bn

 

Primary fund last amended: 09/04/24 10:52

Information received directly from Fund Manager
Please select what you would like to read:

  • Fund Filters

    Sustainability

    Sustainability policy

    Limits exposure to carbon intensive industries

    Resource efficiency policy or theme

    Sustainable transport policy or theme

    Favours cleaner, greener companies

    Sustainability focus

    Encourage more sustainable practices through stewardship

    Nature & Biodiversity

    Unsustainable / illegal deforestation exclusion policy

    Avoids genetically modified seeds/crop production

    Climate Change & Energy

    Climate change / greenhouse gas emissions policy

    Invests in clean energy / renewables

    Clean / renewable energy theme or focus

    Arctic drilling exclusion

    Energy efficiency theme

    Encourage transition to low carbon through stewardship activity

    Targeted Positive Investments

    Invests >25% of fund in environmental/social solutions companies

    Invests >50% of fund in environmental/social solutions companies

    Human Rights

    Responsible supply chain policy or theme

    Meeting Peoples' Basic Needs

    Demographic / ageing population theme

    Invests > 5% in social housing

    Ethical Values Led Exclusions

    Gilts / government bonds - exclude all

    Gilts / government bonds - exclude some

    Animal testing - excluded except if for medical purposes

    Governance & Management

    Encourage higher ESG standards through stewardship activity

    Fund Governance

    Employ external (fund) oversight or advisory committee

    External (fund) committee has veto powers

    Asset Size & Metrics

    Over 50% small / mid cap companies

    How The Fund Works

    Limited / few ethical exclusions*

    Impact Methodologies

    Positive environmental impact theme

    Positive social impact theme

    Intended Clients & Product Options

    Available via an ISA (OEIC only)

    Fund management company information

    About The Business

    Responsible ownership policy for non SRI funds (AFM company wide)

    Diversity, equality & inclusion engagement policy (AFM company wide)

    Sustainable property strategy (AFM company wide)

    Boutique / specialist fund management company

    Resources

    ESG specialists on all investment desks (AFM company wide)

    Collaborations & Affiliations

    PRI signatory

    Company Wide Exclusions

    Review(ing)carbon / fossil fuel exposure for all funds (AFM company wide)

    Transparency

    Full SRI policy information available on request

  • Sustainable, Responsible &/or ESG Policy:

    ESG considerations are embedded into the decision-making processes of every potential investee company. During the qualitative stage of analysis ESG is an important factor in the investment process. It is during this stage that the fund managers will assess the companies through company reports, third-party reports, in-person meetings and the use of industry expertise and knowledge to assess whether the security in question meets the ESG threshold of the fund. 

     

     

  • Process

    ESG considerations are embedded into the decision-making processes of every potential investee company. During the qualitative stage of analysis ESG is an important factor in the investment process. It is during this stage that the fund managers will assess the companies through company reports, third-party reports, in-person meetings and the use of industry expertise and knowledge to assess whether the security in question meets the ESG threshold of the fund. 

    Though the UK Infrastructure Income Fund does not have a specific ESG mandate, the company primarily invests into holdings which own and operate core infrastructure and renewable energy assets. In line with Foresight Group's commitment to sustainable investing, the Fund Managers will make a qualitative assessment on the ESG credentials of investee companies and their place in the Fund's portfolio.

     

  • Resources, Affiliations & Corporate Strategies

    In July 2013, Foresight Group became a signatory to the United Nations Principles for Responsible Investing and has committed to incorporating the following principles into our investment process:

     

    • Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes
    • Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices
    • Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest
    • Principle 4: We will promote acceptance and implementation of the Principles within the investment industry
    • Principle 5: We will work together to enhance our effectiveness in implementing the Principles
    • Principle 6: We will each report on our activities and progress towards implementing the Principles

     

  • Literature

    Fund Holdings

    Voting Record
Fund Name DS SRI Style Product Region Asset Type Launch Date

FP Foresight UK Infrastructure Income Fund		 Environmentally Focused OEIC/Unit Trust UK Infrastructure

Fund Size: £420.81

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 31/10/23

Sustainable, Responsible &/or ESG Policy:

ESG considerations are embedded into the decision-making processes of every potential investee company. During the qualitative stage of analysis ESG is an important factor in the investment process. It is during this stage that the fund managers will assess the companies through company reports, third-party reports, in-person meetings and the use of industry expertise and knowledge to assess whether the security in question meets the ESG threshold of the fund. 

 

 

Sustainable, Responsible &/or ESG Process:

ESG considerations are embedded into the decision-making processes of every potential investee company. During the qualitative stage of analysis ESG is an important factor in the investment process. It is during this stage that the fund managers will assess the companies through company reports, third-party reports, in-person meetings and the use of industry expertise and knowledge to assess whether the security in question meets the ESG threshold of the fund. 

Though the UK Infrastructure Income Fund does not have a specific ESG mandate, the company primarily invests into holdings which own and operate core infrastructure and renewable energy assets. In line with Foresight Group's commitment to sustainable investing, the Fund Managers will make a qualitative assessment on the ESG credentials of investee companies and their place in the Fund's portfolio.

 

Resources, Affiliations & Corporate Strategies

In July 2013, Foresight Group became a signatory to the United Nations Principles for Responsible Investing and has committed to incorporating the following principles into our investment process:

 

  • Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes
  • Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices
  • Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest
  • Principle 4: We will promote acceptance and implementation of the Principles within the investment industry
  • Principle 5: We will work together to enhance our effectiveness in implementing the Principles
  • Principle 6: We will each report on our activities and progress towards implementing the Principles

 

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Literature

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