Ideas of the Week

Bag a 14% yield with this trust

Investors Chronicle

Investors are being paid to wait for a recovery in sentiment towards this energy efficiency trust

Published on June 12, 2025

by Val Cipriani

Investment Risk: High

Investment Style: Income

Investment Timescale: Long term

With every single renewable energy infrastructure trust trading well below its net asset value (NAV), pinpointing the best opportunities is tough. The entire sector looks cheap, but it is also facing significant headwinds, and catalysts for a quick recovery are in short supply. However, some of these trusts stand out for their juicy yields and especially disproportionate discounts – and SDCL Efficiency Income (SEIT) is an obvious example.

SDCL Efficiency Income bull points

• Outsized discount to NAV 

• Attractive yield
• Diverse portfolio of energy efficiency assets
• Potential for corporate action