Real Assets
FP Foresight UK Infrastructure Income
Überblick
The FP Foresight UK Infrastructure Income strategy seeks a positive total return underpinned by a 5% dividend yield over a five-year investment term by investing in UK-listed infrastructure and renewable energy companies with high-quality, predictable and inflation-linked cash flows.
The UK's infrastructure base is at an investment inflection point. Governments and regulators are modernising electricity networks to support decarbonisation targets, energy security and growing electricity demand, creating a sustained pipeline of capital expenditure for the companies that own and operate critical infrastructure assets.
The FP Foresight UK Infrastructure Income Fund targets exactly these companies, providing focused, liquid exposure to UK infrastructure income with the defensive characteristics that come from long-duration, contracted revenue streams.
The fund takes an active approach to investing in companies with predictable, inflation-linked cash flows from strong counterparties, combining defensive income with the potential for capital appreciation as infrastructure asset values respond to the long-term investment cycle. Holdings span utilities, renewable energy, grid infrastructure and other critical assets that underpin the smooth functioning of the UK economy.
The concentrated portfolio of 24 holdings reflects genuine conviction, with each position selected for the quality of its underlying assets, the visibility of its cash flows and its ability to sustain and grow its dividend over time.
Why invest in the FP Foresight UK Infrastructure Income Fund?
- Attractive income target – The fund targets a 5% dividend yield over a five-year investment term, underpinned by the predictable, contracted cash flows of UK infrastructure companies.
- Inflation linkage – Many of the fund's underlying assets generate revenues that are contractually or regulatorily linked to inflation, providing a natural hedge against rising prices.
- Defensive characteristics – Infrastructure assets operate as essential services with high barriers to entry, regulated returns and limited sensitivity to short-term economic cycles, providing portfolio resilience alongside income.
- UK infrastructure tailwinds – Significant long-term investment is flowing into UK electricity networks, renewable energy and grid modernisation, creating durable earnings growth potential for well-positioned operators.
- Active management – A disciplined, research-led approach focuses on companies with the highest-quality assets, strongest counterparties and most visible long-term cash flow profiles.
The FP Foresight UK Infrastructure Income Fund could be suitable for investors seeking defensive, inflation-linked income from UK infrastructure, or as a focused complement to a broader real assets or income portfolio.
Fondsdaten
- Auflegungsdatum
- 04.12.2017
- Fund Managers (start date)
- Mayank Markanday (31.03.2025)Mark Brennan (07.09.2026)
- IA Sector
- IA Infrastructure
- ISIN
- GB00BF0VS922
- SEDOL
- BF0VS92
- BLOOMBERG
- FPUKIAA LN
- Underlying currency
- GBP
- Pricing
- Daily, single priced
- Valuation
- 12:00 UK time
- Deal cut off time
- 11:30 GMT
- Administrator
- Apex Group Fiduciary Services (UK) Limited
- ISA Eligible
- Yes
0.65%
1.000 £
Fund Registration
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Kommentar
October Commentary
Dies ist eine Marketingmitteilung. Bitte lesen Sie vor einer endgültigen Anlageentscheidung den Prospekt, den Nachtrag (Supplement) sowie die KIDs und KIIDs der Fonds (auf dieser Website verfügbar), die ausführliche Informationen zu deren Merkmalen und Zielen sowie vollständige Informationen zu den Risiken enthalten.
The backdrop for UK income-producing assets remained challenging in the third quarter as gilt yields continued to rise. The 10-year gilt yield topped 5.2% in early September, its highest level since the global financial crisis, while 30-year yields reached levels not seen since the late 1990s. Higher long-term discount rates weigh on the valuations of long-duration, income-producing assets. Results from the UK-listed renewable funds during the quarter reaffirmed the strength of their underlying cash generation. Greencoat UK Wind generated more power than expected and comfortably covered its dividend, while The Renewables Infrastructure Group (TRIG) reaffirmed its 2026 dividend target. In regulated utilities, Ofwat closed its wastewater investigation into Severn Trent without a fine and provisionally approved additional spending for the company, a constructive signal for the sector. During the quarter we added to SSE and United Utilities to benefit from multi-year investment in UK grid and water infrastructure. In this month's commentary, we analyse events in the UK infrastructure market over the quarter, current portfolio positioning, and key news from our portfolio holdings.
Vollständiger Kommentar
FP Foresight UK Infrastructure Income Fund - October Commentary
Oktober 2026
Wertentwicklung
Literatur
INSIGHTS IN FOCUS
Listed infrastructure outlook for 2026
Where the listed infrastructure opportunity set is heading in 2026, as the backdrop normalises and asset quality, earnings visibility and capital deployment into areas of genuine system need come to the fore.
Real Assets | 3. Feb. 2026 | 8 min read
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