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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.
Rationale for geographic cap changes
Update on the German municipal NPL recovery
Balancing buybacks with new investments
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Latest events from Sequoia Economic Infrastructure Income Fund
- Strong FY2024 returns, robust cash flows, and buybacks support further NAV upside.SEQI
H2 20243 Feb 2026 - NAV per share rose, dividend yield remained high, and buybacks supported resilient performance.SEQIH1 202511 Jan 2026
- NAV per share up 1.2%, 10.1% return, 8.83% yield, NPLs at 0.6%, strong buybacks.SEQIH1 202628 Nov 2025
- 6.1% NAV return, 8.8% yield, robust buybacks, and improved ESG score outperformed benchmarks.SEQIH2 202514 Nov 2025
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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