Our Portfolio

The Ludgate Environmental Fund holds positions in a diverse portfolio of cleantech companies

The table below presents the Ludgate Environmental Fund portfolio as at 30th September 2011 adjusted for announcements post 30 September.

Company Valuation £m NAV (%)
Rapid Action Packaging (Food Packaging) 6.2 13.7
New Earth Solutions (Waste) 4.5 10.0
Hydrodec Group (Waste Oil Recycling) 4.5 9.9
ECO Plastics (Plastic Recycling) 4.2 9.3
STX Services (Environmental Broking) 2.3 5.1
Terra Nova (Electronic Waste/Recyling) 1.8 3.9
Lumicity (Solar Developer) 0.7 1.6
Renewable Energy Generation (Wind Developer) 0.5 1.0
Phoslock Water Solutions (Water Treatment) 0.4 0.8
Hightex Group (Solar Cooling) 0.1 0.3
Cash at Bank 20.1 44.5
Total 45.3 100.0

For further details about Ludgate Environmental Fund portfolio companies and cash holdings please see the current Annual Report or Investment Adviser Update.