Generating
sustainable value

TRIG Portfolio Metrics

As at 31 December 2025

80+

Renewables Infrastructure investments across six different power markets

>5TWh

Clean electricity generated in 2025

2.1x

gross cash cover of the 2025 dividend

>50%

of projected portfolio revenues are directly linked to inflation indices over the next ten years

c.90%

of debt is fixed rate and amortising over duration of government or corporate-backed fixed-price revenue contracts

900MW

of projects within the portfolio that could enter construction by 2030

Offshore wind turbines in the sea with the sun setting in the background

Our strategy

The Company seeks to deliver long‑term capital growth and resilient income, with a positive correlation to inflation, for shareholders.

TRIG’s diversified portfolio of renewable energy infrastructure is actively managed with this aim, focusing on operational, cash-generative projects alongside investment in potentially higher returning technologies such as battery storage.

Our track record

The chart below demonstrates TRIG’s Net Asset Value (NAV) per share and cumulative dividend performance since IPO in 2013 to 31 December 2025.

In recent years, TRIG’s NAV has been impacted by external factors, including power price movements and macroeconomic changes, while the Company has continued to deliver a resilient and fully covered dividend, maintaining its dividend target despite a more challenging operating environment.

Past performance is no guarantee of future returns. There can be no assurance that targets will be met or that the Company will make any distributions, or that investors will receive any return on their capital. Capital and income at risk.

Our management structure

TRIG’s Board of Directors has overall responsibility for strategy, governance and risk management, providing independent oversight. TRIG is unique in the investment company space, with a dual-management structure. InfraRed acts as Investment Manager, responsible for capital allocation and portfolio construction, while RES serves as Operations Manager, overseeing the operation and optimisation of the portfolio’s assets.