Annual Overview from QuotedData

Ecofin Global Utilities Inf Tst PLC

20 December 2024

 

Ecofin Global Utilities and Infrastructure Trust - Annual Overview from QuotedData

20^th December 2024

Virtues of diversification

Ecofin Global Utilities and Infrastructure Trust (EGL) has continued to generate impressive returns despite broader macro-economic challenges which include stubborn inflation, rising geopolitical concerns, and issues around renewable energy policy in the US. Over the 12 months to 30 November, the portfolio delivered a NAV total return of 20.5% and a share price total return of 22.1%. This highlights the value of its diversified approach with exposure across multiple sectors and geographies allowing it to capitalise on the drivers fuelling the energy transition and global infrastructure cycle.

We continue to believe that the earnings growth potential of the utilities and infrastructure sectors in which EGL invests, driven in particular by the acceleration in total electricity demand growth, provides an attractive opportunity for investors. This is made even more compelling given the underlying valuation of the portfolio, which is significantly cheaper than the benchmark.

Full Research:

https://quoteddata.com/research/ecofin-global-utilities-and-infrastructure-trust-virtues-of-diversification-qd/

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NB: Marten & Co was paid to produce this note Ecofin Global Utilities and Infrastructure Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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