Vantage: SEEIT – Investing in the world’s most valuable energy resource

Vantage: SEEIT – Investing in the world’s most valuable energy resource

SDCL Energy Efficiency Income Trust — 4 videos in collection

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With 70% of global energy being wasted and energy efficiency emerging as a critical pathway to net zero, our latest Vantage interview explores an often-overlooked investment opportunity. SDCL Energy Efficiency Income Trust (SEEIT) targets investments in energy efficiency projects that deliver cheaper, cleaner and more reliable energy. Currently trading at a 40% discount to NAV with a 12% dividend yield, this UK 250 company offers exposure to: 1) a £1.5bn portfolio of assets operating across 10 countries; 2) 50 commercial projects from electric vehicle charging to district energy; 3) long-term contracted revenues from creditworthy counterparties; and 4) growing policy support.

In this interview, fund managers Tamsin Jordan and Ben Griffiths explain how SEEIT is positioned to capitalise on what the International Energy Agency identifies as essential for achieving 2030 emissions targets.


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