December 2023
Strategy
In-come all ye faithful
Equity income could be a beneficiary of the higher interest environment, with trusts a good way to capture it…
13 Dec
13 Dec
Fund Research
abrdn Equity Income
AEI is delivering a sector-leading yield, with low valuations offering strong capital growth potential…
27 Dec
27 Dec
February 2023
Strategy
Go your own way
Our analysis shows that investment trusts offer better diversification for those seeking income from equities...
01 Feb
01 Feb
Fund Research
abrdn Equity Income
AEI generates one of the highest yields in the sector without compromising growth potential…
01 Feb
01 Feb
March 2020
Strategy
The importance of buying earners*
Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...
12 Mar
12 Mar
Fund Research
Aberdeen Standard Equity Income
ASEI targets above-average income and capital growth with an index-agnostic approach...
05 Mar
05 Mar
October 2018
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
Fund Research
Aberdeen Standard Equity Income
Standard Life Equity Income (SLET) offers investors above-average income, while also providing real growth in capital and income.
01 Oct
01 Oct
June 2018
Fund Research
Still waters run deep
UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...
13 Jun
13 Jun
Fund Research
Aberdeen Standard Equity Income
A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...
13 Jun
13 Jun
November 2017
Cover research
Thin ice
Our analysis shows the extent to which funds in the UK equity income sector are concentrated on just a few dividend paying stocks, revealing significant systemic risk…
20 Nov
20 Nov
Fund Research
Schroder Income Growth
A UK income trust run via pragmatic approach that aims to blending higher-yielding shares to try and bolster income generation with lower yielding shares that should help maintain dividend and capital growth
20 Nov
20 Nov
Fund research
Finsbury Growth & Income
A differentiated UK income trust with a vigorous discount control mechanism that bears little resemblance to the index or its peers due the manager’s concentrated, stockpicking approach
20 Nov
20 Nov
Fund research
Chelverton Small Companies Dividend
A small-cap income fund carrying the maximum Kepler Income Rating
20 Nov
20 Nov
Fund research
Diverse Income Trust
A UK multi-cap income trust with a small-cap bias that shows investors don’t need to focus on the most popularly-held dividend stocks for yield
20 Nov
20 Nov
Fund research
Standard Life UK Smaller Companies
A best in class growth portfolio run by an experienced team...
02 Nov
02 Nov
October 2017
Fund Research
UK Commercial Property REIT
A conservatively managed UK property trust with a focus on industrial and defensive, dominant ‘out of town’ retail properties
30 Oct
30 Oct
Fund research
Standard Life Investments Property Income
A top-performing property trust aiming for a high but sustainable yield...
25 Oct
25 Oct