SDCL Energy Efficiency Income Trust – equity proposition

Equity proposition

15 August 2024

SDCL Energy Efficiency Income Trust (SEEIT) is an investment trust listed on the London Stock Exchange that invests exclusively in assets that fall under the energy efficiency arm of the wider energy infrastructure sector. Its projects focus on providing energy and energy efficiency as a decentralised service directly to end users, rather than supplying the broader power grid. SEEIT has a market capitalisation of around £700m and offers investors a unique opportunity to invest in the important, yet sometimes overlooked energy efficiency sector, which is essential to the global push towards net zero carbon emissions. There are five key reasons why SEEIT represents an exciting investment case: 1. The importance of energy efficiency in the push towards net zero. 2. SEEIT’s investment objective to generate an attractive total return for investors. 3. Its large globally diversified portfolio, containing more than 10 different technologies. 4. Its primarily long-term contracted income streams are associated with high-quality credit counterparties. 5. SEEIT is trading at a significant discount to net asset value. MORE »