Ecofin Global Utilities and Infrastructure Trust plc

Ecofin Global Utilities and Infrastructure Trust plc is a UK-domiciled closed-ended investment trust launched in 2016. It primarily invests in equity and equity-related securities of utility and infrastructure companies in developed countries, targeting a high, secure dividend yield alongside long-term capital growth while preserving shareholder capital. Utility investments encompass electricity generation, transmission, and distribution—including renewables—gas transport and storage, water supply and wastewater treatment, and environmental services like recycling and waste management. Infrastructure holdings focus on essential assets such as roads, railways, ports, airports, and other transportation-related facilities critical to economic operations. The portfolio, valued at around £263 million, features top holdings like National Grid, Enel, NextEra Energy, Iberdrola, and Veolia Environnement, with heavy weighting toward utilities (79%) and significant exposure to the US, Italy, UK, and France. Managed by Jean-Hugues de Lamaze, the trust pays quarterly dividends—recently increased—and has demonstrated resilience amid market shifts, including AI-driven power demand and infrastructure upgrades. In the financial markets, it offers investors access to stable, income-generating sectors with lower volatility compared to broader equities.