Investing, Markets & Money

Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions.

The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance?

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00:00 Intro to Foresight Solar Fund
02:59 What does a typical asset in the fund look like?
04:46 Balancing both income and growth objectives
10:41 Selling on assets
12:24 Battery storage infrastructure investment
15:04 Planning restrictions on solar farms
17:29 Government support
20:00 How much will solar contribute to UK power needs in ten years' time?
22:39 Constraints on the growth of solar
25:47 How important are electricity prices to the fund's performance?
33:09 Strategy outside the UK
36:08 Measuring the social value of the fund