reports
Chelverton UK Dividend Trust Plc: 1 director
A director at Chelverton UK Dividend Trust Plc maiden bought 100,000 shares at 146p and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...
Dunedin Income Growth Investment Trust: 1 director
A director at Dunedin Income Growth Investment Trust maiden bought 4,957 shares at 305p and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...
- Sarah Godfrey
JPMorgan Claverhouse - Raising dividends for more than half a century
While it may not share the long history of some of its peers at the top of the AIC's list of dividend heroes (at just over 60 years since incorporation, versus 120-plus for City of London IT), JPMorgan Claverhouse's 52-year record of consecutive annual dividend growth is both impressive and unlikely to be put in jeopardy, making the trust a solid option for investors in search of a dependable stream of dividends. The management team's blend of faster- growth stocks alongside those with higher yi...
- Sarah Godfrey
CT UK High Income Trust - Management change revitalises performance
Although its corporate structure may be unusual, with ordinary and B shares aimed at investors with different tax positions, CT UK High Income Trust (CHI) is managed without bells and whistles, seeking to achieve income and capital growth from a sensibly constructed portfolio of predominantly UK equities chosen from across the market capitalisation spectrum, augmented by a modest level of gearing. Manager David Moss has a wealth of experience built through more than 25 years at the same firm, an...
- Sarah Godfrey
Make UK equities great again! - Why now is the time to rediscover the ...
The era of US exceptionalism has been called into question as a result of destabilising influences such as President Trump's tariff wars, Chinese advances in AI and concern over the high valuations of the ‘Magnificent Seven' US tech companies, which still made up almost 20% of the MSCI AC World Index at the end of March 2025, despite suffering a wobble in recent months. In the past 14 years, the US's share of the global index has gone up by half, while the UK's has gone down by 50% to less than ...
City of London Investment Trust: 1 director
A director at City of London Investment Trust bought 9,200 shares at 432p and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
Edison issues report on The Law Debenture Corporation (LWDB)
Edison Investment Research Limited Edison issues report on The Law Debenture Corporation (LWDB) 17-March-2025 / 12:15 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 17 March 2025 Edison issues report on The Law Debenture Corporation (LWDB) Edison issues report on The Law Debenture Corporation (LSE: LWDB) The Law Debenture Corporation (LWDB) has a long-term record of outperformance versus its broad UK equity market benchmark and peers, while delivering above-average DPS growth. This continued in FY24, with the trust’s unique co...
Edison issues report on The Diverse Income Trust (DIVI)
Edison Investment Research Limited Edison issues report on The Diverse Income Trust (DIVI) 18-Feb-2025 / 13:10 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 18 February 2025 Edison issues report on The Diverse Income Trust (DIVI) Edison issues report on The Diverse Income Trust (LSE: DIVI) The Diverse Income Trust’s (DIVI’s) portfolio is broadly diversified by sector and market cap, offering the potential for good upside in rising markets, and unlike the UK market, has consistently grown its ordinary annual dividend since the...
Edison issues report on Lowland Investment Company (LWI)
Edison Investment Research Limited Edison issues report on Lowland Investment Company (LWI) 18-Feb-2025 / 10:32 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 18 February 2025 Edison issues report on Lowland Investment Company (LWI) Edison issues report on Lowland Investment Company (LSE: LWI) Lowland Investment Company’s (LWI’s) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector, offering investors broad market exposure outside of the large, traditional ‘income stoc...
Edison issues report on The Diverse Income Trust (DIVI)
Edison Investment Research Limited Edison issues report on The Diverse Income Trust (DIVI) 14-Oct-2024 / 10:51 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 14 October 2024 Edison issues report on The Diverse Income Trust (DIVI) Edison issues report on The Diverse Income Trust (LSE: DIVI) The Diverse Income Trust (DIVI) is a member of the 18-strong AIC UK Equity Income sector. It has a differentiated multi-cap income strategy and therefore its performance can differ meaningfully from those of its peers. Managers Gervais Willi...
- Pedro Fonseca
Diverse Income Trust (The) - Could be the time for UK equities to shin...
The Diverse Income Trust (DIVI) is a member of the 18-strong AIC UK Equity Income sector. It has a differentiated multi-cap income strategy and therefore its performance can differ meaningfully from those of its peers. Managers Gervais Williams and Martin Turner at Premier Miton Investors are very bullish on the outlook for UK stocks, which they believe can outperform overseas mainstream equity indices due to very attractive valuations and income prospects. They note that with global profit marg...
JP Morgan Claverhouse Investment Trust: 1 director
A director at JP Morgan Claverhouse Investment Trust maiden bought 5,560 shares at 716p and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...
Law Debenture Corp: 1 director
A director at Law Debenture Corp bought 16,671 shares at 895p and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
Edinburgh Investment Trust plc: 2 directors
Two Directors at Edinburgh Investment Trust plc bought 3,925 shares at between 701p and 701p. The significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ove...
Edison issues review on Lowland Investment Company (LWI): Is the tide ...
Edison Investment Research Limited Edison issues review on Lowland Investment Company (LWI): Is the tide turning? 12-Apr-2024 / 09:51 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 12 April 2024 Edison issues review on Lowland Investment Company (LWI): Is the tide turning? Lowland Investment Company’s (LWI’s) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector. It offers investors broad market exposure, outside of the large, traditional ‘income stocks’ at a 13% discount...
- Pedro Fonseca
Lowland Investment Company - Is the tide turning?
Lowland Investment Company’s (LWI’s) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector. It offers investors broad market exposure, outside of the large, traditional ‘income stocks’ at a 13% discount to NAV. The underperformance of small- and mid-cap companies versus larger peers has slowed and a turnaround would be very positive for LWI. Portfolio returns are already benefiting from acquisition activity, spurred by low valuations, and...
- Andrew Courtney
- James Carthew
Temple Bar – Foundations for success
We are now more than three years into the tenure of Ian Lance and Nick Purves as managers of the Temple Bar Investment Trust. In that time, the Redwheel team has aimed to establish a well-diversified portfolio of value-orientated holdings, which it says is positioned for a long-overdue reversion to more normal market conditions, after a decade of what the managers believe was exceptional economic policy and quantitative easing. They say that slowing growth and stubborn inflation in the UK have w...
Edison issues review on The Law Debenture Corporation (LWDB): One plus...
Edison Investment Research Limited Edison issues review on The Law Debenture Corporation (LWDB): One plus one equals three 29-Feb-2024 / 11:27 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 29 Februar 2024 Edison issues review on The Law Debenture Corporation (LWDB): One plus one equals three FY23 results for The Law Debenture Corporation (LWDB) show this well-proven, rare combination of a UK investment trust and the cash-generative professional services operating business (IPS) continuing to generate strong results. Performance...
- Pedro Fonseca
The Law Debenture Corporation - One plus one equals three
FY23 results for The Law Debenture Corporation (LWDB) show this well-proven, rare combination of a UK investment trust and the cash-generative professional services operating business (IPS) continuing to generate strong results. Performance was ahead of the broad UK equity market benchmark, within which IPS growth was just above the upper end of its mid- to high-single digit growth target and DPS was increased by 4.9%. The results build on LWDB’s long-term record of outperformance versus the ben...
Edison issues update on The Diverse Income Trust (DIVI): Manager antic...
Edison Investment Research Limited Edison issues update on The Diverse Income Trust (DIVI): Manager anticipates a small-cap super cycle 14-Feb-2024 / 12:10 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 14 Februar 2024 Edison issues update on The Diverse Income Trust (DIVI): 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 pee...
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