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28 Apr 20

On solid ground

To those who regularly invest in investment trusts, discounts can often be part of the opportunity. But to others, discounts are an extra complication, not to mention an extra risk. The last six weeks has probably strengthened the prejudices of both sides on the topic. The recent bout of volatility has – in our opinion – more clearly exposed both the advantages and the disadvantages of investment trusts. Our perspective is that discounts are like a drunk friend. They are fun to have around, but

Companies: TIGT BRWM PLI RCP RICA MWY JAM SMT

Kepler | Trust Intelligence

06 Feb 19

Income for the long haul

As the end of the financial year approaches, we enter ‘ISA season’. In the first of several articles on generating income for an ISA investment, we look at the advantages of investing in equity income trusts. We explain why investment trusts can be useful for long-term, income-hungry investors, and the myriad benefits that the closed ended structure offers. We also identify trusts that best exploit the tools that investment trusts have to offer to achieve their income objectives, and illustrate

Companies: CTY IVI IBT MAJE PLI SAIN ASCI BEMO STS IPU

Kepler | Trust Intelligence

05 Dec 18

Surf's up

Companies: JAGI IVI BRWM PLI SST BERI

Kepler | Trust Intelligence

13 Jun 18

Still waters run deep - Overview

UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests that without the headwind of weak sterling they have delivered comparable dividend growth and have, for at least the past decade, steadily built their revenue reserves. On average, both the UK and global equity income sectors yield the same (3.7%), but have very different share price ratings. Investment trust buyers clearly share international investor’s preference for invest

Companies: Lowland Investment Co PLC (LWI:LON)Perpetual Income & Growth Invest. Trust (PLI:LON)

Kepler | Trust Intelligence

29 Mar 18

Perpetual Income & Growth IT - Overview

Perpetual Income & Growth (PLI) has a good track record over the long term, delivering annualised NAV total returns in excess of 8.5% per annum over ten years. Over this period, the trust outperformed the FTSE All Share by a comfortable margin, performing particularly well in relative terms thanks to manager Mark Barnett’s conservative style during more difficult periods for markets. Driven with a high-conviction, cautious style, PLI has a clear emphasis on risk control, with lower beta than the

Companies: Perpetual Income & Growth Invest. Trust

Kepler | Trust Intelligence

29 Mar 18

The search for discounted yield

We have for some time argued that traditional equity income funds are too heavily dependent on a narrow range of stocks, and that the stocks themselves are perhaps looking overstretched in terms of the dividends they pay compared to their underlying earnings. In November last year we published research showing that 25.1% of the capital in the AIC UK Equity Income sector is invested in just ten stocks, and across those companies the average dividend cover is 1.17x. We found that open-ended funds

Companies: IVPU IBT MVI MUT DIG EDIN PLI BEMO BRWM IVI SCF AAIF PLI

Kepler | Trust Intelligence

09 Mar 18

Keep calm and carry on...

Investment trusts are often the structure of choice during booming markets. The ability to gear, plus the investment freedom of a closed-ended structure allow skilled managers to capitalise on rising share prices. However, the same has not necessarily been true on the way down, as leverage exaggerates losses and discounts widen. This has often been a time to buy, with market volatility providing a chance to buy into good trusts at knockdown rates. Cherry Reynard asks, has the market rout since t

Companies: EDIN PCT PLI SMT INOV ATT RMMC

Kepler | Trust Intelligence