LCM Partners SOLO VII SLP ESG Report August 2024 Final

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Rural Asset Finance

(Portfolio 9)

Portfolio 9 is a funding arrangement with an

experienced asset finance originator in the UK

focused on the farming sector in the East of

England. Under the terms of the agreement, SOLO

is providing financing for new and used

agricultural equipment as well as loans secured

against agricultural land and properties.

Overview

Farmers apply to Rural Asset Finance to obtain credit for new and used agricul-

tural equipment, buildings and land with a focus on smaller scale farmers. The

support of these farmers is of particular importance at the moment as banks have

retrenched from the sector since the Global Financial Crisis, and farmers in the UK

are also facing increased challenges post-Brexit, as their subsidies from the Basic

Payment Scheme (BPS) finished at the end of 2023.

An opportunity exists for SOLO because:

Large banks have retrenched from the market

Banks (post-financial crisis) no longer have local agricultural specialists who

solely manage farmers

Historical perceptions about farming incomes mean most main banks will

only lend on land, leaving equipment and other capex to leasing specialists or

new lenders in the market

Total new agricultural machinery purchases in the UK are in excess of £3 billion per

annum and our partnership with Rural Asset Finance provides financing services to

small scale farmers to support them in obtaining agricultural equipment.

SOLO’s funding includes equipment which allows farmers to produce food in a

more resource-efficient way as well as having the potential to increase quantity

and quality.

KPIs

Capital deployed

£14,673,577

Total number of individual lends

153

% investments in renewable related equipment (capital deployed)

27%

% investments in renewable related equipment (#)

22%

Adherence to LCM’s Exclusion Policy

Yes

LCM Partners SOLO VII SLP | ESG Report | 08

UN SDG Alignment:

LCM has assessed Portfolio 9 for alignment with the UN SDGs. This investment is

aligned with the following:

SDG 2: Zero Hunger

2.3 Double agricultural productivity of small-scale food producers

2.4 Sustainable food production systems and resilient agricultural

practices

SDG 7: Affordable and Clean Energy

7.2 Increase substantially the share of renewable energy in the

global energy mix

SDG 9: Industry, Innovation and Infrastructure

9.4 Upgrade infrastructure and retrofit industries to make them

sustainable

Key Performance Indicators (KPIs)

LCM Partners SOLO VII SLP deployed £14.7m into Portfolio 9 during the reporting period which represents 153 individual lends. The table below shows the

Portfolio’s KPIs, with the main points to highlight as follows:

The majority of lending was to support food production (59%), which aligns with UN SDG 2: Zero Hunger

This was followed by farmers diversification activities (including renewables and sustainable tourism) at 30%, with 12% of capital deployed in other activities

59%

30%

12%

Capital deployed by activity type (£m)

Lending to support food production

Diversification (renewables / sustainable tourism etc.)

Other

52%

28%

20%

Number of investments by activity type (# lends)

Lending to support food production

Diversification (renewables / sustainable tourism etc.)

Other

Investments funded during the period include:

Tractors | Trailers | Grain Drills | Loaders | Cultivators

Robotic transplanters | Solar panels | Sprayers

Spreaders | Harvester | Excavators | Balers | Telehandler

CHP units | Milking robots | Agribuildings | Land

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