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About the company
SDCL Energy Efficiency Income Trust plc is a United Kingdom-based investment company. It is focused on investing in energy efficiency infrastructure projects. Its investment objective is to generate an attractive total return for investors comprising stable dividend income and capital preservation, with the opportunity for capital growth. It owns and manages a diverse portfolio of energy efficiency and distributed energy generation assets. It invests in operational projects that deliver energy for commercial, industrial, and public sector buildings. It invests and manages its energy efficiency projects with the objective of assembling a diversified portfolio with respect to technology, manufacturers, and public and private sector counterparties. Its portfolio comprises assets across the United Kingdom, Europe, and North America. The Company's investment manager is Sustainable Development Capital LLP. It invests in various sectors, such as healthcare, industrial, and commercial.
- Revenue in GBP (TTM)-94.90m
- Net income in GBP-106.20m
- Incorporated2018
- Employees0.00
- LocationSDCL Energy Efficiency Income Plc6th Floor, 125 London WallLondon EC2Y 5ASUnited KingdomGBR
- Phone+44 203327972Fax+44 20 7287 7700
- Websitehttps://www.seeitplc.com/
Profile
| Management group(s) | Sustainable Development Capital LLP |
|---|---|
| AIC sector | Renewable Energy Infrastructure |
| ISIN | GB00BGHVZM47 |
| Launch date | 11 Dec 2018 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To generate an attractive total return for investors comprising stable dividend income and capital preservation with the opportunity for capital growth by investing in a diversified portfolio of Energy Efficiency Projects primarily in UK, Europe and North America.
Managed by
| Purvi Sapre |
|---|
Management & contract fees
A management fee is calculated by 0.9% p.a. of the NAV that is less than or equal to GBP 750m and 0.8% p.a. of the NAV in excess of GBP 750m terminable by giving not less than 12 months notice.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Baillie Gifford US Growth Trust PLC | 26.82m | 20.74m |
| Asia Dragon Trust PLC | -36.25m | -46.86m |
| Henderson Smaller Companies Inv Trst PLC | -54.04m | -60.89m |
| JLEN Environmental Assets Group Ltd | 20.41m | 10.42m |
| Blackrock Greater Eurp Invstmnt Trst PLC | 99.68m | 91.59m |
| Bluefield Solar Income Fund Ltd | 932.00k | 13.14m |
| Schroder Oriental Income Fund Ltd | -15.55m | -25.91m |
| Baillie Gifford Japan Trust PLC | 26.92m | 18.32m |
| GCP Infrastructure Investments Ltd | 51.71m | 30.91m |
| SDCL Energy Efficiency Income Trust PLC | -94.90m | -106.20m |
| Bellevue Healthcare Trust PLC | -107.95m | -121.04m |
| BlackRock Smaller Companies Trust plc | -36.82m | -44.14m |
| JPMorgan Indian Investment Trust plc | 21.41m | 2.96m |
| Jpmorgan European Discovery Trust PLC | 40.54m | 28.24m |
| European Smaller Companies Trust PLC | 91.68m | 78.68m |
| Apax Global Alpha Ltd | 59.90m | 45.78m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Investec Wealth & Investment Ltd.as of 19 Sep 2023 | 141.18m | 13.01% |
| BlackRock Investment Management (UK) Ltd.as of 31 Mar 2024 | 96.48m | 8.89% |
| Liontrust Investment Partners LLPas of 31 Mar 2023 | 55.27m | 5.09% |
| CCLA Investment Management Ltd.as of 30 Jun 2023 | 40.83m | 3.76% |
| Valu-Trac Investment Management Ltd.as of 28 Mar 2024 | 21.82m | 2.01% |
| Foresight Group LLP (Investment Management)as of 28 Mar 2024 | 20.42m | 1.88% |
| West Yorkshire Pension Fundas of 31 Mar 2023 | 15.21m | 1.40% |
| Vanguard Global Advisers LLCas of 31 Mar 2024 | 12.66m | 1.17% |
| Waverton Investment Management Ltd.as of 29 Dec 2023 | 12.21m | 1.13% |
| Schroder Investment Management Ltd.as of 30 Jun 2023 | 10.91m | 1.01% |
