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.
More Diverse Income Trust (The) content >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.
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Key management |
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| Michael Wrobel | Chairman |
| Gervais Williams | Fund manager |
| Martin Turner | Fund manager |
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