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About the company
Aquila Energy Efficiency Trust PLC is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to generate attractive returns, principally in the form of income distributions, by investing in a diversified portfolio of energy efficiency investments. The Company invests in diversified assets within the energy efficiency sector, including, but not limited to, energy-efficient lighting, cogeneration plants, heating, ventilation and air conditioning (HVAC) systems, efficient boilers, solar photovoltaic plant batteries, other energy storage solutions, electric vehicles, and associated charging infrastructure. In addition, the Company also invests in majority or minority interests in other companies with a strategy that aligns with the Company's investment objective, such as developers, operators, or managers of energy efficiency investments. FundRock Management Company (Guernsey) Limited acts as the Company's alternative investment fund manager.
- Revenue in GBP (TTM)0.00
- Net income in GBP304.00k
- Incorporated2021
- Employees0.00
- LocationAquila Energy Efficiency Trust PLC6th FLOOR, 125 London WallLONDON EC2Y 5ASUnited KingdomGBR
- Websitehttps://www.aquila-energy-efficiency-trust.com/
Profile
| Management group(s) | Aquila Capital Investmentgesellschaft mbH |
|---|---|
| AIC sector | Renewable Energy Infrastructure |
| ISIN | GB00BN6JYS78 |
| Launch date | 02 Jun 2021 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The Company will be managed with the intention of realising all remaining assets in the Portfolio in a prudent manner consistent with the principles of good investment management and with a view to returning cash to Shareholders in an orderly manner. The Company will pursue its investment objective by effecting an orderly realisation of its assets in a manner that seeks to achieve the best balance for Shareholders between maximising the value received from those assets and making timely returns of capital to Shareholders. This process might include sales of individual assets, mainly structured as loans/receivables, or groups of assets, or running off the Portfolio in accordance with the existing terms of the assets, or a combination.
Managed by
| Alex Betts, Bruno Derungs, Franco Hauri |
|---|
Management & contract fees
Under the Investment Advisory Agreement, the following fee is payable to the Investment Adviser: 0.95% per annum of NAV (plus VAT) of the Company up to and including GBP 500 million; and 0.75% per annum of NAV (plus VAT) of the Company above GBP 500 million.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Cavendish Financial PLC | 47.80m | -3.55m |
| Argentex Group PLC | 49.90m | 5.10m |
| Blackrock Incm and Grwth Invsnt Trst PLC | 2.54m | 1.77m |
| Jupiter Green Investment Trust Plc | 789.00k | -237.00k |
| Blackfinch Spring VCT PLC | 4.62m | 3.49m |
| Calculus VCT PLC | 491.00k | -535.00k |
| JPMorgan Emng Erp Mdl Est&Afrc Scrts PLC | 2.11m | 1.23m |
| Octopus Future Generations Vct PLC | -239.00k | -687.00k |
| Gabelli Merger Plus+ Trust PLC | 1.13m | 3.46m |
| Aquila Energy Efficiency Trust PLC | 0.00 | 304.00k |
| Hydrogenone Capital Growth PLC | 9.36m | 7.32m |
| AssetCo plc | 13.63m | -2.15m |
| Marwyn Value Investors Ltd | 4.87m | 4.86m |
| Marwyn Acquisition Company II Ltd | 0.00 | -2.97m |
| Agronomics Ltd | 29.70m | 22.37m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Investec Wealth & Investment Ltd.as of 25 Jul 2024 | 15.46m | 18.98% |
| Schroder & Co. Ltd.as of 14 May 2024 | 12.09m | 14.84% |
| West Yorkshire Pension Fundas of 31 Dec 2022 | 5.00m | 6.14% |
| Privium Fund Management BVas of 30 Jun 2024 | 4.80m | 5.89% |
| Premier Fund Managers Ltd.as of 17 May 2024 | 3.31m | 4.06% |
| Scottish Widows Unit Trust Managers Ltd.as of 28 Feb 2024 | 2.78m | 3.41% |
| Valu-Trac Investment Management Ltd.as of 28 Jun 2024 | 1.05m | 1.29% |
