Fund EcoMarket
the sustainable, responsible and ethical investment information hub

Fund Name(s):
  • The Forest Company
Fund Name SRI Style Product Region Asset Type Launch Date
The Forest Company Other Investment Trust Emerging Markets Equity 01/07/2007

As at: 30/11/-1

Overview

Filters

Fund information

Policy

The Forest Company is a closed-ended investment company, combining long-term capital appreciation, income yield, and significant social impact. The Company focuses on forest plantations in areas with high biological growth rates, such as Brazil and Colombia. The Forest Company’s shareholders consist of institutional investors, family offices, and management. Thus far, the Company has committed capital to six projects which include both greenfield and standing plantations located in Brazil and Colombia. Since 2010, the Company has paid out USD 60.2 million in dividends to its shareholders.

We seek to invest in forestry projects that are or will be certified by a reputable forest management certification scheme. We do not acquire native forest for harvesting.

Since inception the Company has built a diversified timberland portfolio in terms of age, class and species that is intended to maximise the risk/return profile. We believe that this approach will generate both long-term capital appreciation for shareholders and an attractive and sustainable income yield.  In addition to the financial return the Company’s investments have had a significant positive impact on the local economy – combining social impact with financial returns.

The portfolio generates about 1 million m3 in harvesting every year and employs about 1,000 people in direct or indirect jobs. Further, we have built a strong team between our company directors and our investment manager, totalling over 120 years of forestry experience.

Timber Capital Limited is the investment manager to The Forest Company.

 

The business concept of The Forest Company is to build and sustainably manage a diversified portfolio of trees, timberland and other timber-related assets. The emphasis is on investments with high biological growth rates, directly or in partnership with major wood fibre consuming industries or other suitable partners and combining economic profitability with high social impact and environmental responsibility.

Combining capital appreciation with income yield in order to deliver long-term real returns to investors.

(Source: website, as at January 2024)

Process

Resources, Affiliations & Corporate Strategies

Literature

Last amended: 21/01/24 06:55

Important information

This report is for information purposes only and is intended to complement existing services used by UK based financial advisers only. sriServices is not authorised to give investment advice. The information on this site does not in any way constitute advice, recommendation or endorsement of any product or service. Investment decisions should not be based on this information alone. sriServices cannot be held in any way responsible for decisions made or advice offered as a result of using this site.

Whilst we take care to ensure information is as accurate as possible at time of publication we recommend you/financial advisers confirm specific fund details with fund providers. Please see www.sriServices.co.uk for additional information and for our contact details.

© Copyright sriServices 2024

05/06/2024