VH Global Energy Infrastructure Plc

SRI Style:

Environmental Style

SDR Labelling:

Sustainability Impact label

Product:

Investment Trust

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

02/02/2021

Last Amended:

May 2026

Dialshifter ():

Fund/Portfolio Size:

£404.80m

(as at: 31/12/2025)

Total Screened Themed SRI Assets:

£404.80m

Total Responsible Ownership Assets:

£404.80m

Total Assets Under Management:

£404.80m

ISIN:

GB00BNKVP754

Objectives:

The investment objective of the fund is to generate stable returns, principally in the form of income distributions, by investing in a diversified portfolio of global sustainable energy infrastructure assets, predominantly in countries that are members of the EU,  OECD, OECD Key Partner countries or OECD Accession Countries.

The fund aims to achieve diversification principally by making a range of sustainable energy infrastructure investments across a number of distinct geographies and a mix of proven technologies that align with the UN Sustainable Development Goals (‘SDGs’) where the investments are a direct contributor to the acceleration of the energy transition towards a net zero carbon world.

 

Sustainable, Responsible
&/or ESG Overview:

The purpose of the fund is to support the global energy transition. Through its energy infrastructure asset investments, GSEO seeks indeed to accelerate the energy transition to a low carbon future, aligned with the UN Sustainable Development Goals.

The sustainability-focused investment strategy of GSEO delivers positive environmental and social benefits:

  • GSEO’s investments contribute to reducing carbon emissions by generating renewable energy, avoiding greenhouse gas emission and displacing harmful air emission. The Investment Manager of GSEO is a signatory to the Net Zero Asset Managers Initiative (NZAMI), committing to support the goal of net zero greenhouse gas emissions by 2050.
  • Through active ownership of the assets, GSEO ensures good management practices, local environmental and social value is created.
  • The Company’s relationship with operating partners is a central facet to delivering  the energy transition investment strategy.
Primary fund last amended:

May 2026

Information directly from fund manager.

Fund Filters

Sustainability - General
Sustainability policy

Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.

Sustainability focus

Has a significant focus on sustainability issues

Encourage more sustainable practices through stewardship

Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity

UN Sustainable Development Goals (SDG) focus

Aim to invest (and manage assets) in ways that help to address all or some of the UN's Sustainable Development Goals (SDGs). See https://sdgs.un.org/goals).

Transition focus

Aim to support the shift to a sustainable future. See eg https://www.transitionpathwayinitiative.org/

Report against sustainability objectives

Publicly report performance against named sustainability objectives

Environmental - General
Environmental policy

Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.

Limits exposure to carbon intensive industries

Options that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change). Strategies vary.

Environmental damage & pollution policy

Has documented policies explaining the approach to environmental damage and pollution. Strategies vary.

Climate Change & Energy
Clean / renewable energy theme or focus

Invest (or may invest) in clean / renewable energy companies and other assets. The proportion directly or indirectly invested in renewable energy may vary over time.

Invests in clean energy / renewables

Invest in renewable energy companies and / or companies where renewable energy is a significant part of their business. Strategies vary.

Fossil fuel exploration exclusion - direct involvement

Excludes companies and other assets with direct involvement in fossil fuel exploration (eg coal, oil and gas companies)

Fossil fuel exploration exclusion – indirect involvement

Excludes companies / assets with indirect involvement in fossil fuel exploration. This may relate to providers of finance and / or insurance and providers of other services.

TCFD / IFRS reporting requirement

Will only invest in companies that report greenhouse gas emissions in line with this international reporting framework. See https://www.fsb-tcfd.org/ https ://www.ifrs.org/sustainability/tcfd/

Require net zero action plan from all / most companies

Requires all, or most of, the assets they invest in to have a ‘net zero action plan’ - describing how they will reduce their greenhouse gas emissions.

Social / Employment
Labour standards policy

Has a labour standards policy - likely to mean they will invest in / favour companies that have higher employment related standards and avoid those with low standards. Strategies vary. See eg https://www.ilo.org/international-labour-standards

Health & wellbeing policies or theme

Has policies or themes that set out their approach to health and wellbeing issues, typically aims to invest in companies with high standards - or encourage high standards.

Human Rights
Human rights policy

Has policies relating to human rights issues. Typically require companies to demonstrate higher standards, although some managers work to encourage improvements. Investee companies are often judged against internationally agreed norms or standards. Strategies vary.

Child labour exclusion

Has policies to avoid companies that employ children.

Responsible supply chain policy or theme

Has policies or a theme that relates to the responsible management of supply chains. These may relate to employment issues, notably people employed by their suppliers, as well as the sourcing of materials and products.

Modern slavery exclusion policy

Has a policy which excludes assets with involvement in Modern Slavery

Meeting Peoples' Basic Needs
Green infrastructure focus

Focuses on (ie directs a significant proportion of its investment towards) green infrastructure, eg the clean energy supply chain.

Governance & Management
Encourage higher ESG standards through stewardship activity

Aim to encourage higher ESG standards through responsible ownership / stewardship / engagement /voting activity

Product / Service Governance
ESG integration strategy

Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.

Impact Methodologies
Aim to deliver positive impacts through engagement

Aims to deliver positive environmental and or social impacts (real world benefits) through its engagement with investee assets

Over 50% in assets providing environmental or social ‘solutions’

Invests more than 50% of capital in assets which are regarded as being significantly focused on providing solutions to environmental or social challenges. Strategies vary.

How The Fund/Portfolio Works
Participated in sustainability solutions IPOs or new issuances recently

Invests in newly listed companies and other assets (eg bonds) which are significantly focused on the provision of products and/or services which are designed to solve environmental and/or social problems.

Unscreened Assets & Cash
All assets (except cash) meet published sustainability criteria

All assets - except cash - meet the sustainability criteria published in strategy documentation.

Labels & Accreditations
SDR Labelled

Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements.

Fund Management Company Information

About The Business
SDG aligned aims / objectives (AFM companywide)

Find fund / asset management companies that aim to align all their investments (across all funds) to help meet the aims of the UN Sustainable Development Goals.

Diversity, equality & inclusion engagement policy (AFM companywide)

Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Collaborations & Affiliations
PRI signatory

Find fund / asset management companies that have signed up to the UN backed 'Principles of Responsible Investment'.

Investment Association (IA) member

Fund management entity is a member of the Investment Association https://www.theia.org/

Accreditations
UK Stewardship Code signatory (AFM companywide)

Find fund / asset managers that are signatories to the FRC UK Stewardship Code, which sets out a framework for constructive investor / investee relations where managers are encouraged to behave like responsible, typically longer term 'company owners'.

Engagement Approach
Engaging on diversity, equality & / or inclusion issues

Fund / asset management company has a stewardship strategy in place which involves working to raise diversity, equality and inclusion standards across investee assets

Company Wide Exclusions
Do not invest in companies with fossil fuel reserves

Fund / asset management company excludes companies with fossil fuel reserves across all assets / funds

Climate & Net Zero Transition
Net Zero commitment (AFM companywide)

Fund / asset management organisations that have pledged to reduce their greenhouse gas emissions to ‘net zero’. Strategies vary - this area is changing rapidly.

Net Zero - have set a Net Zero target date (AFM companywide)

This fund / asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.

Encourage carbon / greenhouse gas reduction (AFM companywide)

Find fund / asset management companies that are working with the companies they invest in to encourage reductions in carbon dioxide and other greenhouse gas emissions.

Committed to SBTi / Science Based Targets Initiative

See https://sciencebasedtargets.org/

Transparency
Publish responsible ownership / stewardship report (AFM companywide)

Find fund / asset management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full stewardship / responsible ownership policy information on company website

Find fund / asset management companies that publish information about their sustainable and responsible investment strategies on their company website.

Full stewardship / responsible ownership policy information available on request

Find fund / asset management companies that will supply information about their sustainable and responsible investment activity on request.

Sustainable, Responsible &/or ESG Policy:

The sustainability-focused investment strategy of GSEO delivers positive environmental and social benefits, and through active ownership of the assets, that ensures good management practices, local environmental and social value is also created. The Company’s relationship with operating partners is a central facet to delivering  the energy transition investment strategy.

The ESG policy topics include:

  • Environmental: energy, emissions, water, biodiversity & habitat, waste, water, natural resource us
  • Social: health & safety, human rights, responsible sourcing, worker rights, community relations, diversity &n inclusion
  • Governance: anti bribery & anti-corruption, whistleblowing and grievance mechanism, code of ethical conduct, conflict of interest

The Investment Manager of GSEO is committed to managing investments aligned with the UN Global Compact principles. It does this by taking a risk-based approach focused on external validation of SDG strategy alignment, assessment of doing no significant harm, ESG due diligence, materiality analysis, and risk and opportunity assessment. Any gaps in governance practices or management systems are identified. Material risks or opportunities to build sustainable value are prioritised. Mitigation actions covering these aspects are agreed in the investment specific sustainability.

The SAP (Sustainable Action Plan)  is a dynamic document that is frequently reviewed and updated with the Company’s operating partners. The Investment Manager is a is a signatory of the United Nations Principles for Responsible Investing (UN PRI), the United Nations Global Compact (UN GC), Net Zero Asset Managers Initiative (NZAMI), a member of the Global Impact Investing Network (GIIN) and is a formal supporter of the Financial Stability Board's Task-Force on Climate-related Disclosures (TCFD).

Process:

Victory Hill’s internal sustainability process is embedded through the investment life cycle. It is focussed on delivering SDG impact and creating additional sustainability value. It incorporates the UN Principles of Responsible Investment, the UN Global Compact and the UK Stewardship Code.

Step 1: in Preliminary deal analysis the Investment Manager assesses each investment opportunity of its relevance to the Company’s pathways and core SDGs, of which there are sis (UN SDGs number 3,7,13 and 8,9,17) as well as assessing whether there is any material breach to the remaining eleven. At this stage there is also an evaluation of the investments alignment and eligibility with EU taxonomy.

Step 2: in Investment screening a due diligence questionnaire covering investment strategy ESG red flags, SFD, do no significant harm criteria and operational ESG management informs investment decision making and pre operational gap analysis.

Step 3: Before onboarding an external sustainability verification firm completes an in-depth SDG assessment to verify compliance with the investment policy and EU taxonomy alignment.

Step 4: during onboarding of the investment following investment due diligence and acquisition of an asset, the Investment Manager seeks to improve and incorporate ESG best practices across the portfolio during ownership including throughout the construction process. A materiality analysis and ESG risk and opportunity assessment is completed using tools that incorporate external indices on sector and geographic risks covering issues such as anti-corruption, environment, labour rights and human rights. Project level issues and actions identified during planning stages such as environmental and social impact assessments, proximity to biodiverse areas, communities, noise, traffic, disruption as incorporated.

Step 5: An asset Sustainability action plan or 100 day plan is then developed with project partners addressing the priority sustainability risks and opportunities with the aim to create additional sustainable value through environmental and community engagement. Key performance indicators and targets are incorporated into the operating agreement with a continuous monitoring of alignment of the SDGs, ESG management and measuring both environmental and social impact.

Step 6: key performance indicators covering operational management and impact are audited annually through an external limited assurance engagement. Inability to meet with sustainability criteria may lead to financial penalty or removal of the operating partner.

The Investment Manager has appointed a dedicated head of sustainability to support the investment and asset management teams in embedding ESG policy and strategy.

Resources, Affiliations & Corporate Strategies:

The Investment Manager has appointed a dedicated head of sustainability to support the investment and asset management teams in embedding ESG policy and strategy.

The investment manager uses an external third party expert sustainability firm for SDG alignment and EU alignment verification and support.

The investment manager uses an external limited assurance engagement to review ESG and impact data collected and reported.

Investment manager staff are responsible and ethical investors. It is the responsibility of all Investment Manager staff to ensure that sustainability factors are considered in all investments, management, divestments and corporate decision-making processes.

Memberships and affiliations include include:

  • UN Principles of responsible investment (UNPRI)
  • UN Global Compact (UNGC)
  • Global Impact Investor network (GIIN)
  • Net Zero Asset Managers Initiative (NZAMI)
  • UK Stewardship Code signatories
  • Supporters of the task force for climate related financial disclosures (TCFD)

SDR Labelling:

Sustainability Impact label

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

VH Global Energy Infrastructure Plc

Environmental Style Sustainability Impact label Investment Trust Global Equity 02/02/2021 May 2026

Objectives

The investment objective of the fund is to generate stable returns, principally in the form of income distributions, by investing in a diversified portfolio of global sustainable energy infrastructure assets, predominantly in countries that are members of the EU,  OECD, OECD Key Partner countries or OECD Accession Countries.

The fund aims to achieve diversification principally by making a range of sustainable energy infrastructure investments across a number of distinct geographies and a mix of proven technologies that align with the UN Sustainable Development Goals (‘SDGs’) where the investments are a direct contributor to the acceleration of the energy transition towards a net zero carbon world.

 

Fund/Portfolio Size: £404.80m

(as at: 31/12/2025)

Total Screened Themed SRI Assets: £404.80m

(as at: 31/12/2025)

Total Responsible Ownership Assets: £404.80m

(as at: 31/12/2025)

Total Assets Under Management: £404.80m

(as at: 31/12/2025)

ISIN: GB00BNKVP754

Contact Us: info@victory-hill.com

Sustainable, Responsible &/or ESG Overview

The purpose of the fund is to support the global energy transition. Through its energy infrastructure asset investments, GSEO seeks indeed to accelerate the energy transition to a low carbon future, aligned with the UN Sustainable Development Goals.

The sustainability-focused investment strategy of GSEO delivers positive environmental and social benefits:

  • GSEO’s investments contribute to reducing carbon emissions by generating renewable energy, avoiding greenhouse gas emission and displacing harmful air emission. The Investment Manager of GSEO is a signatory to the Net Zero Asset Managers Initiative (NZAMI), committing to support the goal of net zero greenhouse gas emissions by 2050.
  • Through active ownership of the assets, GSEO ensures good management practices, local environmental and social value is created.
  • The Company’s relationship with operating partners is a central facet to delivering  the energy transition investment strategy.

Primary fund last amended: May 2026

Information received directly from Fund Manager

Please select what you would like to read:

Fund Filters

Sustainability - General
Sustainability policy

Has policies that consider (environmental and social) sustainability issues. Strategies vary but are likely to consider environmental issues like climate change, carbon emissions, biodiversity loss, resource management, environmental impacts; and social issues like equal opportunities, human rights, labour standards, diversity and adherence to internationally recognised codes. See individual entry information.

Sustainability focus

Has a significant focus on sustainability issues

Encourage more sustainable practices through stewardship

Aim to encourage higher sustainability standards through responsible ownership / stewardship / engagement / voting activity

UN Sustainable Development Goals (SDG) focus

Aim to invest (and manage assets) in ways that help to address all or some of the UN's Sustainable Development Goals (SDGs). See https://sdgs.un.org/goals).

Transition focus

Aim to support the shift to a sustainable future. See eg https://www.transitionpathwayinitiative.org/

Report against sustainability objectives

Publicly report performance against named sustainability objectives

Environmental - General
Environmental policy

Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.

Limits exposure to carbon intensive industries

Options that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change). Strategies vary.

Environmental damage & pollution policy

Has documented policies explaining the approach to environmental damage and pollution. Strategies vary.

Climate Change & Energy
Clean / renewable energy theme or focus

Invest (or may invest) in clean / renewable energy companies and other assets. The proportion directly or indirectly invested in renewable energy may vary over time.

Invests in clean energy / renewables

Invest in renewable energy companies and / or companies where renewable energy is a significant part of their business. Strategies vary.

Fossil fuel exploration exclusion - direct involvement

Excludes companies and other assets with direct involvement in fossil fuel exploration (eg coal, oil and gas companies)

Fossil fuel exploration exclusion – indirect involvement

Excludes companies / assets with indirect involvement in fossil fuel exploration. This may relate to providers of finance and / or insurance and providers of other services.

TCFD / IFRS reporting requirement

Will only invest in companies that report greenhouse gas emissions in line with this international reporting framework. See https://www.fsb-tcfd.org/ https ://www.ifrs.org/sustainability/tcfd/

Require net zero action plan from all / most companies

Requires all, or most of, the assets they invest in to have a ‘net zero action plan’ - describing how they will reduce their greenhouse gas emissions.

Social / Employment
Labour standards policy

Has a labour standards policy - likely to mean they will invest in / favour companies that have higher employment related standards and avoid those with low standards. Strategies vary. See eg https://www.ilo.org/international-labour-standards

Health & wellbeing policies or theme

Has policies or themes that set out their approach to health and wellbeing issues, typically aims to invest in companies with high standards - or encourage high standards.

Human Rights
Human rights policy

Has policies relating to human rights issues. Typically require companies to demonstrate higher standards, although some managers work to encourage improvements. Investee companies are often judged against internationally agreed norms or standards. Strategies vary.

Child labour exclusion

Has policies to avoid companies that employ children.

Responsible supply chain policy or theme

Has policies or a theme that relates to the responsible management of supply chains. These may relate to employment issues, notably people employed by their suppliers, as well as the sourcing of materials and products.

Modern slavery exclusion policy

Has a policy which excludes assets with involvement in Modern Slavery

Meeting Peoples' Basic Needs
Green infrastructure focus

Focuses on (ie directs a significant proportion of its investment towards) green infrastructure, eg the clean energy supply chain.

Governance & Management
Encourage higher ESG standards through stewardship activity

Aim to encourage higher ESG standards through responsible ownership / stewardship / engagement /voting activity

Product / Service Governance
ESG integration strategy

Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.

Impact Methodologies
Aim to deliver positive impacts through engagement

Aims to deliver positive environmental and or social impacts (real world benefits) through its engagement with investee assets

Over 50% in assets providing environmental or social ‘solutions’

Invests more than 50% of capital in assets which are regarded as being significantly focused on providing solutions to environmental or social challenges. Strategies vary.

How The Fund/Portfolio Works
Participated in sustainability solutions IPOs or new issuances recently

Invests in newly listed companies and other assets (eg bonds) which are significantly focused on the provision of products and/or services which are designed to solve environmental and/or social problems.

Unscreened Assets & Cash
All assets (except cash) meet published sustainability criteria

All assets - except cash - meet the sustainability criteria published in strategy documentation.

Labels & Accreditations
SDR Labelled

Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements.

Fund Management Company Information

About The Business
SDG aligned aims / objectives (AFM companywide)

Find fund / asset management companies that aim to align all their investments (across all funds) to help meet the aims of the UN Sustainable Development Goals.

Diversity, equality & inclusion engagement policy (AFM companywide)

Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Collaborations & Affiliations
PRI signatory

Find fund / asset management companies that have signed up to the UN backed 'Principles of Responsible Investment'.

Investment Association (IA) member

Fund management entity is a member of the Investment Association https://www.theia.org/

Accreditations
UK Stewardship Code signatory (AFM companywide)

Find fund / asset managers that are signatories to the FRC UK Stewardship Code, which sets out a framework for constructive investor / investee relations where managers are encouraged to behave like responsible, typically longer term 'company owners'.

Engagement Approach
Engaging on diversity, equality & / or inclusion issues

Fund / asset management company has a stewardship strategy in place which involves working to raise diversity, equality and inclusion standards across investee assets

Company Wide Exclusions
Do not invest in companies with fossil fuel reserves

Fund / asset management company excludes companies with fossil fuel reserves across all assets / funds

Climate & Net Zero Transition
Net Zero commitment (AFM companywide)

Fund / asset management organisations that have pledged to reduce their greenhouse gas emissions to ‘net zero’. Strategies vary - this area is changing rapidly.

Net Zero - have set a Net Zero target date (AFM companywide)

This fund / asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.

Encourage carbon / greenhouse gas reduction (AFM companywide)

Find fund / asset management companies that are working with the companies they invest in to encourage reductions in carbon dioxide and other greenhouse gas emissions.

Committed to SBTi / Science Based Targets Initiative

See https://sciencebasedtargets.org/

Transparency
Publish responsible ownership / stewardship report (AFM companywide)

Find fund / asset management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full stewardship / responsible ownership policy information on company website

Find fund / asset management companies that publish information about their sustainable and responsible investment strategies on their company website.

Full stewardship / responsible ownership policy information available on request

Find fund / asset management companies that will supply information about their sustainable and responsible investment activity on request.

Sustainable, Responsible &/or ESG Policy:

The sustainability-focused investment strategy of GSEO delivers positive environmental and social benefits, and through active ownership of the assets, that ensures good management practices, local environmental and social value is also created. The Company’s relationship with operating partners is a central facet to delivering  the energy transition investment strategy.

The ESG policy topics include:

  • Environmental: energy, emissions, water, biodiversity & habitat, waste, water, natural resource us
  • Social: health & safety, human rights, responsible sourcing, worker rights, community relations, diversity &n inclusion
  • Governance: anti bribery & anti-corruption, whistleblowing and grievance mechanism, code of ethical conduct, conflict of interest

The Investment Manager of GSEO is committed to managing investments aligned with the UN Global Compact principles. It does this by taking a risk-based approach focused on external validation of SDG strategy alignment, assessment of doing no significant harm, ESG due diligence, materiality analysis, and risk and opportunity assessment. Any gaps in governance practices or management systems are identified. Material risks or opportunities to build sustainable value are prioritised. Mitigation actions covering these aspects are agreed in the investment specific sustainability.

The SAP (Sustainable Action Plan)  is a dynamic document that is frequently reviewed and updated with the Company’s operating partners. The Investment Manager is a is a signatory of the United Nations Principles for Responsible Investing (UN PRI), the United Nations Global Compact (UN GC), Net Zero Asset Managers Initiative (NZAMI), a member of the Global Impact Investing Network (GIIN) and is a formal supporter of the Financial Stability Board's Task-Force on Climate-related Disclosures (TCFD).

Process:

Victory Hill’s internal sustainability process is embedded through the investment life cycle. It is focussed on delivering SDG impact and creating additional sustainability value. It incorporates the UN Principles of Responsible Investment, the UN Global Compact and the UK Stewardship Code.

Step 1: in Preliminary deal analysis the Investment Manager assesses each investment opportunity of its relevance to the Company’s pathways and core SDGs, of which there are sis (UN SDGs number 3,7,13 and 8,9,17) as well as assessing whether there is any material breach to the remaining eleven. At this stage there is also an evaluation of the investments alignment and eligibility with EU taxonomy.

Step 2: in Investment screening a due diligence questionnaire covering investment strategy ESG red flags, SFD, do no significant harm criteria and operational ESG management informs investment decision making and pre operational gap analysis.

Step 3: Before onboarding an external sustainability verification firm completes an in-depth SDG assessment to verify compliance with the investment policy and EU taxonomy alignment.

Step 4: during onboarding of the investment following investment due diligence and acquisition of an asset, the Investment Manager seeks to improve and incorporate ESG best practices across the portfolio during ownership including throughout the construction process. A materiality analysis and ESG risk and opportunity assessment is completed using tools that incorporate external indices on sector and geographic risks covering issues such as anti-corruption, environment, labour rights and human rights. Project level issues and actions identified during planning stages such as environmental and social impact assessments, proximity to biodiverse areas, communities, noise, traffic, disruption as incorporated.

Step 5: An asset Sustainability action plan or 100 day plan is then developed with project partners addressing the priority sustainability risks and opportunities with the aim to create additional sustainable value through environmental and community engagement. Key performance indicators and targets are incorporated into the operating agreement with a continuous monitoring of alignment of the SDGs, ESG management and measuring both environmental and social impact.

Step 6: key performance indicators covering operational management and impact are audited annually through an external limited assurance engagement. Inability to meet with sustainability criteria may lead to financial penalty or removal of the operating partner.

The Investment Manager has appointed a dedicated head of sustainability to support the investment and asset management teams in embedding ESG policy and strategy.

Resources, Affiliations & Corporate Strategies:

The Investment Manager has appointed a dedicated head of sustainability to support the investment and asset management teams in embedding ESG policy and strategy.

The investment manager uses an external third party expert sustainability firm for SDG alignment and EU alignment verification and support.

The investment manager uses an external limited assurance engagement to review ESG and impact data collected and reported.

Investment manager staff are responsible and ethical investors. It is the responsibility of all Investment Manager staff to ensure that sustainability factors are considered in all investments, management, divestments and corporate decision-making processes.

Memberships and affiliations include include:

  • UN Principles of responsible investment (UNPRI)
  • UN Global Compact (UNGC)
  • Global Impact Investor network (GIIN)
  • Net Zero Asset Managers Initiative (NZAMI)
  • UK Stewardship Code signatories
  • Supporters of the task force for climate related financial disclosures (TCFD)

SDR Labelling:

Sustainability Impact label