reports
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...
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...
- Pedro Fonseca
Diverse Income Trust (The) - Manager anticipates a small-cap super cyc...
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...
Edison issues update on The Diverse Income Trust (DIVI): Managers see ...
Edison Investment Research Limited Edison issues update on The Diverse Income Trust (DIVI): Managers see relative upside in any environment. 20-Oct-2023 / 13:15 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 20 October 2023 Edison issues update on The Diverse Income Trust (DIVI): 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 c...
- Pedro Fonseca
Diverse Income Trust (The) - Managers see relative upside in any envir...
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...
- Keith Hiscock
- Mark Thomas
- Martin Hall
- Mike Foster
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...
DIVI DIVERSE INCOME TRUST
ARBB ARBUTHNOT BANKING GROUP
AVO ADVANCED ONCOTHERAPY
LWDB LAW DEBENTURE CORP. PLC
RECI REAL ESTATE CREDIT INVESTMENTS
CTY CITY OF LONDON INVESTMENT TRUST PLC
EDIN EDINBURGH INVESTMENT TRUST PLC
DIG DUNEDIN INCOME GROWTH INVESTMENT TRUST PLC
JCH JPMORGAN CLAVERHOUSE IT
BCI BMO CAPITAL & INCOME INVESTMENT TRUST
TIGT TROY INCOME & GROWTH TRUST
PIN PANTHEON INTERNATIONAL
SDV CHELVERTON UK DIVIDEND TRUST
SCF SCHRODER INCOME GROWTH FUND PLC
SHRS SHIRES INCOME PLC
TMPL TEMPLE BAR INVESTMENT TRUST PLC
BRIG BLACKROCK INCOME AND GROWTH INVESTMENT TRUST
IVPU INVESCO PERPETUAL SELECT TRUST
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
HAT H&T GROUP
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
BHI BMO UK HIGH INCOME TRUST (A)
LWI LOWLAND INVESTMENT COMPANY P L C
- Keith Hiscock
Hardman & Co Insight: Equity Income – UK or Global? Should investors w...
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”...
DIVI DIVERSE INCOME TRUST
LWDB LAW DEBENTURE CORP. PLC
CTY CITY OF LONDON INVESTMENT TRUST PLC
EDIN EDINBURGH INVESTMENT TRUST PLC
DIG DUNEDIN INCOME GROWTH INVESTMENT TRUST PLC
JCH JPMORGAN CLAVERHOUSE IT
BCI BMO CAPITAL & INCOME INVESTMENT TRUST
TIGT TROY INCOME & GROWTH TRUST
SDV CHELVERTON UK DIVIDEND TRUST
SCF SCHRODER INCOME GROWTH FUND PLC
SHRS SHIRES INCOME PLC
TMPL TEMPLE BAR INVESTMENT TRUST PLC
BRIG BLACKROCK INCOME AND GROWTH INVESTMENT TRUST
IVPU INVESCO PERPETUAL SELECT TRUST
BHI BMO UK HIGH INCOME TRUST (A)
LWI LOWLAND INVESTMENT COMPANY P L C
- Pedro Fonseca
Diverse Income Trust (The) - Delivering on its income and growth manda...
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...
- Pedro Fonseca
Diverse Income Trust (The) - Manager is the most bullish in the last 3...
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...
- Pedro Fonseca
Diverse Income Trust (The) - An opportunity for the short and long ter...
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...
- Pedro Fonseca
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...
- Pedro Fonseca
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...
- Pedro Fonseca
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.
- Pedro Fonseca
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...
Diverse Income Trust: 1 director bought
A director at Diverse Income Trust bought 14,423 shares at 105p 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 years clear...
- Pedro Fonseca
Diverse Income Trust (The) - Multi-cap approach pays off yet again
Gervais Williams’ and Martin Turner’s multi-cap approach to managing The Diverse Income Trust (DIVI) has yet again paid off, protecting on the downside. The trust has topped the ranks of UK high dividend yield peers over the past 12 months, and remains in the top quartile by NAV total return over the medium term. It has also materially outperformed the comparative indices since launch in 2011, demonstrating the managers’ skill to pick winners, patience, consistent approach, and the ability to di...
- Pedro Fonseca
Diverse Income Trust (The) - Well-placed to capitalise on weak sentime...
The Diverse Income Trust (DIVI) aims to provide shareholders with an attractive income, as well as capital growth, over the long term through a bottom-up approach to investing in UK equities across the market capitalisation spectrum. This gives the manager a wider opportunity set from which to pick stocks and dial down portfolio risk. DIVI has also profited from put options that boosted cash levels when the market was extremely weak. Although DIVI’s income may decline in the short term, as man...
- Pedro Fonseca
Diverse Income Trust (The) - Weak sentiment presents exciting opportun...
The Diverse Income Trust (DIVI) aims to provide shareholders with an attractive and growing level of income, as well as capital growth, over the long term. Unconstrained by index considerations, the managers (Gervais Williams and Martin Turner) have a wide investment universe from which to select companies that are well managed and able to deliver sustainable and growing dividends. The portfolio is well diversified, with a bias towards small-cap companies; since DIVI’s inception in April 2011 ...
- Helena Coles
Diverse Income Trust (The) - Unloved small-caps offer long-term opport...
The Diverse Income Trust (DIVI) aims to generate a good and growing level of income, as well as capital gains over the long term. It is not constrained by benchmarks and has a wide opportunity set across the market capitalisation spectrum to find high-quality, resilient companies that can sustain dividend growth over the long term. The managers, Gervais Williams and Martin Turner, have a small-cap bias and over two-thirds of the portfolio is outside of the FTSE 350 index. Since its inception in ...
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