303. Energising portfolios: investing in clean energy income strategies
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Description
Will Argent, investment advisor to the VT Gravis Clean Energy Income fund, explores the distinctive features that set this fund apart and provides insights into the resilience of renewable energy assets through economic cycles. We also discuss the challenges faced by energy storage and battery trusts, the compelling valuations in the current market and how power prices influence opportunities and the fund's role in delivering a regular income for investors. What’s covered in this episode:  How the fund differs from others in the IA Infrastructure sectorWhy investment trusts suffered recentlyWill we see a bounce back in 2024? How renewable energy assts preform through the economic cycle Why battery storage companies underperformedAre valuations improving for battery storage companies? Valuations for the wider investment universeDo power prices influence the opportunity in these areasHow does the fund generate a reliable incomeHow the fund fits in a wider portfolioMore about the fund: The VT Gravis Clean Energy Income fund taps into the expertise of the Gravis group to create a portfolio of renewable energy and energy-efficiency related projects, that are benefiting from the secular move to more sustainable energy demands. It looks to generate an attractive income, alongside modest capital growth, from a spread of different projects that should deliver defensive, uncorrelated performance. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
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