Ecofin Global Utilities and Infrastructure Trust plc Hits 5-Year Mark with Strong Performance. EGL targets a total return (including dividends) of 6-12%, and since the Companyâ€™s admission to the London Stock Exchange on 26 September, 2016, has grown net assets significantly (by 71.2%, or 11.3% per annum) and delivered a total shareholder return of 120.2%, or 17.1% per annum (to 30 September, 2021, assuming a reinvestment of dividends), significantly outperforming the returns on the sector indices (the S&P Global Infrastructure Index and the MSCI World Utilities Index) and the MSCI ACWI over the same period.
Performance presented is in Sterling. Past performance is not a guarantee of future results.
Ecofin is a sustainable investment firm dedicated to uniting ecology and finance. Our mission is to generate strong risk-adjusted returns while optimizing investorsâ€™ impact on society. We are socially minded, ESG-attentive investors, harnessing years of expertise investing in sustainable infrastructure, energy transition, clean water & environment and social impact. Our strategies are accessible through a variety of investment solutions and seek to achieve positive impacts that align with UN Sustainable Development Goals by addressing pressing global issues surrounding climate action, clean energy, water, education, healthcare and sustainable communities. Ecofin Investments, LLC is the parent of registered investment advisers Ecofin Advisors, LLC and Ecofin Advisors Limited (collectively "Ecofin"). To learn more, please visit www.ecofininvest.com.
This document is issued in relation to Ecofin Global Utilities and Infrastructure Trust plc (â€śEGLâ€ť) by Ecofin Advisors Limited (the â€śInvestment Managerâ€ť) which is authorised and regulated by the Financial Conduct Authority. EGL is an investment trust incorporated in the United Kingdom and whose shares are listed on the premium segment of the Official List and trade on the main market for listed securities of the London Stock Exchange. The promotion of EGL and the distribution of this document inside and outside the United Kingdom is also restricted by law.
This document does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe or purchase, any shares in EGL. The information contained in this document is for background purposes only and does not purport to be full or complete. The Investment Manager believes that the source of the information disclosed in this document is reliable. However, no representation, warranty or undertaking, express or implied, is given as to the completeness of the information contained in this document by the Investment Manager, and no liability is accepted by the Investment Manager for the completeness of any such information.
The S&P Global Infrastructure Index is designed to track 75 companies from around the world chosen to represent the listed infrastructure industry while maintaining liquidity and tradability. To create diversified exposure, the index includes three distinct infrastructure clusters: energy, transportation, and utilities. The MSCI World Utilities Index is a free float-adjusted market capitalization-weighted index that is designed to measure the equity market performance of developed markets in the utilities sector. The MSCI ACWI Index captures large and mid cap representation across developed markets and emerging markets countries. The index covers approximately 85% of the global investable equity opportunity set. It is not possible to invest directly in an index.
Cautionary Statement Regarding Forward-Looking Statements
This press release contains certain statements that may include â€śforward-looking statements. All statements, other than statements of historical fact, included herein are "forward-looking statements." Although EGL and Ecofin believe that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Actual results could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors, including those discussed in EGLâ€™s reports. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Other than as required by law, EGL and Ecofin do not assume a duty to update this forward-looking statement.