What makes GCP Infrastructure Investments different from other income funds? Philip Kent, lead adviser to GCP Infrastructure Investments at Gravis Capital Management, explains how the fund invests in UK infrastructure debt backed by public sector-supported revenues. He discusses the benefits of diversification across 47 investments, the importance of inflation-linked cash flows, and how the fund aims to deliver an 8% annualised yield while prioritising capital preservation. Watch the full interview here: https://www.proactiveinvestors.co.uk/companies/news/1096932/gcp-infrastructure-investments-gravis-on-uk-infrastructure-8-yield-hidden-portfolio-value-1096932.html Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GravisCapital #InfrastructureInvesting #IncomeInvesting #UKInfrastructure #DividendInvesting #InvestmentStrategy #Inflation #Infrastructure #Finance #ProactiveInvestors

How does GCP Infrastructure Investments generate resilient income in today's market? Philip Kent, lead adviser to GCP Infrastructure Investments (LSE:GCP) at Gravis Capital Management, joins Proactive to explain the company's strategy of investing in UK infrastructure debt backed by long-term public sector-supported revenues. He discusses how diversification across 47 infrastructure investments helps manage risk, why inflation-linked cash flows remain attractive, and how the portfolio has maintained a resilient NAV through changing market conditions. Kent also outlines the company's capital allocation strategy, including asset sales above NAV, share buybacks, and the opportunities emerging from the UK's decarbonisation, energy security and infrastructure investment themes. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GravisCapital #InfrastructureInvesting #GCPInfrastructure #UKInfrastructure #DividendInvesting #IncomeInvesting #RenewableEnergy #EnergyTransition #Decarbonisation #NetZero #Investing #Infrastructure #Finance #StockMarket #ProactiveInvestors

GCP Infrastructure Investments (LON:GCP) reported a net asset value of £829 million, or 100.26 pence per share, for the six months ended March 31, 2026, as management said the portfolio continued to perform in line with expectations while the company advanced a capital allocation plan focused on dis

Philip Kent, CEO at Gravis and lead manager to GCP Infrastructure Investments PLC (LSE:GCP) joined Stephen Gunnion in the Proactive studio with more on the trust’s long-term performance, dividend track record and disciplined capital allocation strategy. Kent outlined how GCP Infrastructure invests in UK-based infrastructure projects backed by public sector-supported revenues, with a focus on debt rather than equity. This approach is designed to provide investors with stable, sustainable income alongside capital preservation. He explained that the portfolio is underpinned by long-term contractual cash flows and amortising debt structures that naturally return capital over time. Celebrating its 15th year since IPO, the trust has delivered a total NAV return of around 183% while maintaining a consistent dividend. The current dividend target stands at £0.07 per share, equating to roughly a 9% yield based on a share price of approximately £0.78. Kent said, “We’ve paid a stable, sustainable dividend for the last 15 years,” highlighting the trust’s income focus. The portfolio is diversified across renewables (around 57%), PFI/PPP assets (approximately 25%), and supported social housing. Kent also discussed the trust’s risk framework, covering market, credit, operational and legal/regulatory risks, as well as the importance of disciplined capital allocation given sector-wide discounts to NAV. Watch the full interview to understand how GCP Infrastructure balances income generation with capital preservation, and what investors should monitor in the year ahead. For more interviews like this, visit Proactive’s YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future content. #GCPInfrastructure #InfrastructureInvesting #DividendInvesting #IncomeInvesting #InvestmentTrust #UKInfrastructure #RenewableEnergyInvesting #NAVReturn #CapitalAllocation #PublicSectorBacked