Diverse Income Trust (The)

LN: DIVI

Market Cap£406.6m

Last Close 112.5p

The Diverse Income Trust’s objective is to provide an attractive and growing level of dividends, coupled with capital growth over the longer term. It invests in a diversified portfolio primarily of quoted or traded UK companies across the market-cap spectrum, with a bias to high-quality small- and mid-cap stocks. As a stock-specific portfolio, there is no benchmark.

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Investment summary

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.

Content on Diverse Income Trust (The)
The Diverse Income Trust, Gervais Williams – executive interview
Investment companies | Edison TV | 13 May 2021
The Diverse Income Trust – 10-year performance anniversary
Investment companies | Update | 29 April 2021
The Diverse Income Trust – Accelerating into 2021 recovery
Investment companies | Review | 16 March 2021
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Victoria Chernykh

Director

Sarah Godfrey

Director
Sector
Investment companies
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Share price graph
Price performance
%
1m
3m
12m
Actual (3.0) (3.0) 37.0
Relative* (1.7) (3.7) 18.1
52-week high/low 119.8p/80.0p
*% relative to local index
Key management
Michael Wrobel Chairman
Gervais Williams Fund manager
Martin Turner Fund manager
Company website

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