Diverse Income Trust PLC GBP Equity Research & Stock Reports

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14 Feb 24

Diverse Income Trust (The) - Manager anticipates a small-cap super cycle

The Diverse Income Trust’s (DIVI’s) managers Gervais Williams and Martin Turner focus on generating a dividend income stream that is more resilient and has the potential to grow faster than those of the trust’s peers. They believe that over time this strategy should lead to superior capital appreciation as well as income growth. Since launch in 2011, DIVI’s dividend has compounded at an average annual rate of around 6%. UK stocks have been out of favour with global investors, who now make up aro

Companies: Diverse Income Trust PLC GBP

Edison

20 Oct 23

Diverse Income Trust (The) - Managers see relative upside in any environment

Since launch in 2011, the Diverse Income Trust (DIVI) has grown its dividend every year (compounding at an average annual rate of 6.5%), including during the global pandemic, when many UK dividends were cut. The strength of the trust’s revenue growth is also reflected in its capital appreciation that has enabled DIVI to deliver robust total returns. As globalisation has fractured over the last three years, equity income strategies have become increasingly popular with global investors, and the U

Companies: Diverse Income Trust PLC GBP

Edison

01 Sep 23

The Hardman & Co Monthly: September 2023

Feature article: Equity Income – UK or Global? Should investors widen their horizons? Introduction: ► The UK Equity Income sector (UKEI) is the fourth-largest investment company (IC) sector in the Association of Investment Companies’ (AIC) universe, with £12.5bn of assets (as at August 2023), and is the traditional home for investors looking for income in the equity market. ► The UKEI not only provides investors with a better dividend yield than the ge

Companies: TMPL SHRS SCF LWI LWDB JCH IVPU EDIN DIG DIVI CHI CTUK CTY SDV BRIG AEI VTA STX RECI PIN APAX ICGT HAT ARBB AVO

Hardman & Co

17 Aug 23

Hardman & Co Insight: Equity Income – UK or Global? Should investors widen their horizons?

Introduction ► The UK Equity Income sector (UKEI) is the fourth-largest investment company (IC) sector in the Association of Investment Companies’ (AIC) universe, with £12.5bn of assets (as at August 2023), and is the traditional home for investors looking for income in the equity market. ► The UKEI not only provides investors with a better dividend yield than the general UK market, but also has a strong track record of dividend growth. Indeed, many funds feature on the AIC’s “dividend heroes”

Companies: TMPL SHRS SCF LWI LWDB JCH IVPU EDIN DIG DIVI CTUK CHI CTY SDV BRIG AEI

Hardman & Co

18 Jul 23

Diverse Income Trust (The) - Delivering on its income and growth mandate

The Diverse Income Trust (DIVI) has two co-managers, Gervais Williams and Martin Turner at Premier Miton, who employ a genuine all-cap UK equity income strategy. DIVI’s long-term total returns are a function of its income and above-average income growth and although valuations can vary, over time they become less important as they trade in a range. While the trust’s performance has been disappointing over the last two years as stocks have derated and AIM stocks have underperformed, its income pr

Companies: Diverse Income Trust PLC GBP

Edison

02 Mar 23

Diverse Income Trust (The) - Manager is the most bullish in the last 30 years

The Diverse Income Trust (DIVI) is managed by Gervais Williams and Martin Turner at Premier Miton. They are very optimistic about the prospects for UK stocks, with Williams recently stating: ‘I am more bullish than I have been in the last 30 years’. UK equity valuations are looking very attractive versus other markets and their own history, while there is a historically wide discount between the valuation of DIVI’s portfolio and that of the UK market. The trust’s income is now higher than pre-CO

Companies: Diverse Income Trust PLC GBP

Edison

15 Dec 22

Diverse Income Trust

DIVI demonstrates that small caps can be a good source of income too…

Companies: Diverse Income Trust PLC GBP

Kepler | Trust Intelligence

13 Sep 22

Diverse Income Trust (The) - An opportunity for the short and long term

Multi-cap Diverse Income Trust (DIVI) continues to be among the top-ranked UK high-dividend-yield trusts, despite some setbacks in short-term performance against peers due to its relatively high small-cap and AIM exposures (see page 3 for details). These segments of the UK market underperformed over the past 12 months. Portfolio managers Gervais Williams and Martin Turner are confident about both DIVI’s short- (should the global and UK equity markets continue to rally in H222) and long-term perf

Companies: Diverse Income Trust PLC GBP

Edison

23 Jun 22

Spider’s web

They say that sharks die if they stop moving. It turns out this is only true of obligate ram breathers such as the great white, many other sharks will be just fine. That said, one of our latest innovations to ensure our site doesn’t go the way of MySpace or Digg is the KTI Spider Chart which we have been steadily rolling out in our notes on individual investment trusts. This is a series of quantitative screens which aim to show how a trust performs versus its peers on what we think are critical

Companies: RICA DIVI JMI BHMG ATT

Kepler | Trust Intelligence

21 Feb 22

Diverse Income Trust (The) - Navigating a volatile 2022

Alpha generation and low correlation of Diverse Income Trust (DIVI) with major UK indices has resulted in a steady long-term total return. After celebrating its 10-year anniversary last year, multi-cap DIVI continues to be among the top-ranked UK high dividend-yield trusts over periods longer than three years, despite some setbacks in short-term performance against peers due to its relatively high AIM exposure. About a third of DIVI’s portfolio is in AIM-listed stocks, while most peers are more

Companies: Diverse Income Trust PLC GBP

Edison

12 Jan 22

Diverse Income Trust

A genuinely multi-cap approach to UK equity income investing provides a differentiated source of income and a focus on dividend growth

Companies: Diverse Income Trust PLC GBP

Kepler | Trust Intelligence

06 Dec 21

Gervais Williams: Outlook for equities in 2022 – executive interview

Premium

13 May 21

The Diverse Income Trust, Gervais Williams – executive interview

Premium

29 Apr 21

Diverse Income Trust (The) - 10-year performance anniversary

The Diverse Income Trust (DIVI) topped the ranking of UK high dividend yield closed end funds at its 10-year performance anniversary on par with one peer by NAV total return (TR). This multi-cap trust is little correlated with UK equity indices but reflects the UK market’s performance trend. The managers Williams and Turner believe income shares, or what they call ‘short-duration’ shares, will outperform growth equities during the continuing UK and global recovery from the pandemic.

Companies: Diverse Income Trust PLC GBP

Edison

16 Mar 21

Diverse Income Trust (The) - Accelerating into 2021 recovery

The Diverse Income Trust (DIVI) continues to top the ranks of UK high dividend yield peers over the past 12 months by NAV total return (TR) and remains in the top quartile by NAV TR over the medium term. This multi-cap trust is little correlated with UK equity indices but reflects the UK market’s performance trend. Williams and Turner are cautiously optimistic about the global recovery from the pandemic. Given the lag of the UK market since the 2016 Brexit vote relative to global equities, the m

Companies: Diverse Income Trust PLC GBP

Edison