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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Sequoia Economic Infrastructure Income Fund
Sequoia Economic Infrastructure Income Fund (SEQI) investor relations material
Sequoia Economic Infrastructure Income Fund H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary11 Jun, 2026
Executive summary
Fiscal year 2026 covered April 1, 2025 to March 31, 2026, marking over 11 years of resilient performance and consistent dividend delivery.
Largest listed infrastructure credit fund on the London Stock Exchange with a NAV of £1.4 billion and a diversified, infrastructure-backed portfolio of 50 positions.
Maintained a strong dividend yield (9% at year-end, currently 8.4%) and robust NAV total return of 8.4%.
Share buyback program has repurchased over 288 million shares since July 2022, enhancing NAV per share.
Strong liquidity with ~3 million shares traded daily and low ongoing charges ratio of 1.01%.
Financial highlights
Net assets at £1.4bn as of 31 March 2026, down from £1.5bn year-over-year.
NAV per share increased to 93.17p from 92.55p; total NAV return of 8.4%.
Earnings per share rose to 6.83p from 5.04p year-over-year.
Dividend per share held at 6.875p; dividend yield at 9% for the year, now 8.4%.
Cash dividend cover improved to 1.06x from 1.0x.
Outlook and guidance
Board and management confident in maintaining current dividend level, supported by high interest income and predictable cash flows.
Ongoing review of investment policy to expand eligible jurisdictions, subject to shareholder and FCA approval.
Continued focus on thematic portfolio refresh and prudent new investments.
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Latest events from Sequoia Economic Infrastructure Income Fund
- NAV per share up 1.2%, 10.1% return, 8.83% yield, NPLs at 0.6%, strong buybacks.SEQI
H1 2026 - 6.1% NAV return, 8.8% yield, robust buybacks, and improved ESG score outperformed benchmarks.SEQIH2 2025
- NAV per share rose, dividend yield remained high, and buybacks supported resilient performance.SEQIH1 2025
- Strong FY2024 returns, robust cash flows, and buybacks support further NAV upside.SEQIH2 2024
Next Sequoia Economic Infrastructure Income Fund earnings date
H1 202727 Nov, 2026
Sequoia Economic Infrastructure Income Fund
Next Sequoia Economic Infrastructure Income Fund earnings date
H1 202727 Nov, 2026
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Frequently asked questions
Sequoia Economic Infrastructure Income Fund Limited (SEQI) is a specialist investment entity focusing on economic infrastructure debt. The fund invests in private loans and bonds across a diverse range of industries within stable, low-risk jurisdictions, aiming to create equity-like returns with the safety net of debt instruments. SEQI invests in essential economic infrastructure sectors, including transportation, utilities, power, renewable energy, accommodation, and telecommunications, supporting the growth and sustainability of these critical assets. The company is headquartered in London, and its shares are listed on the London Stock Exchange.