Foresight Group Holdings Ltd
F:9LR
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Foresight Group Holdings Ltd
F:9LR
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UK |
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S
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Spirax-Sarco Engineering PLC
SWB:1LNB
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E
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BMV:ECN
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Foresight Group Holdings Ltd
Foresight Group Holdings Ltd is a UK-based investment manager that raises money and invests it in real assets, especially infrastructure and private equity. It helps clients buy and own things like renewable energy projects, local infrastructure, and small and mid-sized businesses. The company makes money mainly by charging fees to manage those funds, and sometimes by earning performance fees and investment returns alongside its clients. Its main customers are pension funds, wealth investors, local authorities, and other institutions that want long-term, income-producing investments. Foresight packages these investments into funds, then manages the assets over time, handling deal sourcing, portfolio management, and asset oversight. That means it sits between the investors who provide capital and the projects or companies that need financing. What makes the business different is that it focuses on physical assets and private markets rather than public stocks and bonds. Investors pay Foresight for specialist access to sectors that are hard to buy directly, such as renewable power, infrastructure assets, and unlisted businesses. This gives the company a recurring fee-based model tied to the size and life of the assets it manages.
Foresight Group Holdings Ltd is a UK-based investment manager that raises money and invests it in real assets, especially infrastructure and private equity. It helps clients buy and own things like renewable energy projects, local infrastructure, and small and mid-sized businesses. The company makes money mainly by charging fees to manage those funds, and sometimes by earning performance fees and investment returns alongside its clients.
Its main customers are pension funds, wealth investors, local authorities, and other institutions that want long-term, income-producing investments. Foresight packages these investments into funds, then manages the assets over time, handling deal sourcing, portfolio management, and asset oversight. That means it sits between the investors who provide capital and the projects or companies that need financing.
What makes the business different is that it focuses on physical assets and private markets rather than public stocks and bonds. Investors pay Foresight for specialist access to sectors that are hard to buy directly, such as renewable power, infrastructure assets, and unlisted businesses. This gives the company a recurring fee-based model tied to the size and life of the assets it manages.
Revenue Growth: Revenue rose 11% to GBP 81.5 million, driven by strong fundraising and continued demand for tax-efficient products.
Assets Under Management: AUM increased by 4% over six months, reaching GBP 13.7 billion.
Margin and Profitability: Core EBITDA pre-SBP grew by 6%, but margin compressed to 38%, with management expecting stability at this level for the rest of the year.
Dividend Increase: Interim dividend was raised 9% to 8.1p per share, in line with the company’s target payout ratio.
Retail Fundraising Strength: Foresight maintained its #1 position in business relief fundraising and expects to raise over GBP 600 million gross per year in this segment through FY '29.
Strategic Fund Launches: New vintages launched in core strategies, including FEIP II in energy transition and a third regional private equity fund in the Northwest.
Positive Exits: Notable exits included premium sales in natural capital and infrastructure, validating Foresight’s investment model even in a high-rate environment.
Outlook: Management reaffirmed their goal to double core EBITDA pre-SBP by FY '29, citing strong demand for tax-efficient and institutional products.
