TM Gravis UK Infrastructure Income Fund returns 13.7% year to date

• TM Gravis UK Infrastructure Income Fund returning 13.7% through October 16, 2026; trailing 12-month yield just above 6.2%
• Foresight Environmental Infrastructure, Greencoat UK Wind and The Renewables Infrastructure Group leading individual performance contributions
• Drax acquiring Bluefield Solar Income Fund at about 9% below NAV; Residential Secure Income winding down following asset sales
• NextEnergy Solar Fund and SDCL Efficiency Income Trust seeking buyers; fund retaining exposure for potential capital upside
• Pennon launching discounted rights issue supporting £1 billion additional investment; United Utilities targeting regulated capital value growth above 30%
• Tritax Big Box and 3i Infrastructure carrying historically elevated weights; Sequoia Economic Infrastructure Income exposure reduced
• National Grid planning £40 billion UK network investment; SSE targeting £33 billion capital expenditure over five years
• International Public Partnerships participating in Sizewell C financing, with base-case returns of 10.5%-12%
• Target Healthcare REIT delivering strong performance; Primary Health Properties achieving rental uplifts around 15% through asset management
• Vodafone planning £11 billion investment over 10 years following Three merger
• New positions in Kier and Renew; Kier holding nearly £12 billion order book, Renew consolidating onshore wind servicing market

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on October 21, 2026, and is solely responsible for the information contained therein.