

Foresight Environmental Infrastructure - Update from QuotedData
7 January 2026
Pushing on despite regulatory upheaval
The renewable energy infrastructure sector was hit last month when the government announced plans to switch the inflation link in clean energy incentives from the higher RPI to CPI from next year, four years earlier than planned. For Foresight Environmental Infrastructure (FGEN), this would only mean a small 0.5% drop in NAV thanks to its diverse portfolio. However, a second proposal to freeze uplifts until overpayments are recovered could be more damaging, raising concerns about the UK government's reliability as an investment partner and risking long-term investment in UK infrastructure.
Despite this, FGEN's portfolio continues to generate strong revenues, easily covering its progressive dividend, which currently yields nearly 12%. The company is also set to benefit as its growth assets become fully operational.
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