Green Energy Infrastructure Fund — Wind & Solar

Green Energy Infrastructure Fund: Inflation-Protected Returns from Operational European Renewables

Renewable energy infrastructure has emerged as one of the most attractive asset classes of the current investment cycle — combining long-duration, inflation-linked income streams with genuine portfolio diversification away from financial market volatility. This AIFMD-regulated fund provides access to a portfolio of operational wind and solar assets across four of Europe's most established renewables markets.

The fund targets a net IRR of 8–10% over a ten-year fund life, with income distributions beginning in year two.

Portfolio Composition

The fund holds direct interests in operational wind farms and utility-scale solar installations, not development-stage projects. The portfolio's operational assets are generating revenue under long-term power purchase agreements today — providing investors with immediate cash flow from the point of investment.

UK assets: A mix of onshore wind and ground-mounted solar in the UK, many operating under legacy Feed-in Tariff and Renewables Obligation Certificate regimes that provide government-backed revenue stability. UK assets are denominated in GBP and hedged to EUR at the fund level.

Spanish solar: Spain's solar irradiance makes it one of Europe's most productive solar markets. The portfolio includes large-scale solar farms operating under long-term PPA contracts with investment-grade European utilities.

German wind and solar: Germany's established Energiewende policy environment provides a supportive regulatory backdrop. Assets here benefit from EEG-backed feed-in tariffs and merchant PPAs with major German industrial offtakers.

French renewables: France's long-term renewable energy procurement contracts (CRE tenders) provide revenue certainty for participating assets. The portfolio includes both wind and solar installations in French grid-connected locations.

Inflation Linkage

A key feature of this fund is the inflation linkage built into its revenue contracts. The majority of the fund's power purchase agreements contain CPI escalation clauses — meaning that as inflation rises, revenues rise accordingly. In a period of elevated or sticky inflation, this characteristic distinguishes renewable infrastructure from fixed-coupon bonds, where real returns are eroded by rising prices.

Regulatory Framework

The fund is domiciled in Luxembourg and regulated under the EU's Alternative Investment Fund Managers Directive (AIFMD). This provides investors with a robust regulatory framework including:

• Annual independent valuations by a third-party valuer
• Quarterly investor reports with full portfolio transparency
• Regulated custodian for fund assets
• Investor rights and redemption terms governed by EU fund law

Risk Considerations

Renewable energy production risk: Wind and solar assets are subject to weather variability. Output in any given year may be above or below the long-run average. The fund's diversification across geographies and technologies mitigates but does not eliminate production variability.

Regulatory and policy risk: Changes to energy policy, grid access rules, or renewable subsidy regimes in any of the four target countries could affect asset revenues. The fund's diversification across jurisdictions reduces concentration in any single regulatory environment.

Liquidity: As a closed-end fund with a ten-year life, there is no redemption mechanism before maturity. Investors should be comfortable with long-term illiquidity. A secondary market for fund interests may develop but cannot be guaranteed.

Valuation risk: Annual independent valuations are performed, but as non-listed assets, valuations involve judgement. Actual sale proceeds at the end of the fund life may differ from assessed valuations.

Suitability

This fund suits investors seeking steady, inflation-linked income from a tangible asset base with lower correlation to equity and bond markets than traditional financial investments. It is appropriate for sophisticated investors with a ten-year investment horizon who understand the illiquidity and regulatory risks of infrastructure investing.

How to Invest

Contact our investment team to receive the fund's KIID, prospectus, and subscription documents. We will discuss suitability, complete the required investor categorisation process under AIFMD, and guide you through the subscription procedure. Minimum investment is €100,000.