UK Equity Income Trusts

[LittleDorrit]

It only seems like yesterday that it was DIG that was in the doghouse.

"DIG the dog is dead"

viewtopic.php?f=54&t=2452&p=22811&hilit=dunedin+income#p22811

[AlumniLawn]

The OP was referring to UK Equity Income trusts and Murray Income (MUT) as opposed to Murray International (MYI) trust.

It might have been more interesting to have included FGT in the comprison, which is in the UK Equity Income sector, though focuses less on income and more on capital growth.

Here is the data for FGT

FINSBURY GTH. | 3month 2.51% | 6month 41.85% | 1year -6.31% | 3year 23.77% | 5year 69.45%

Considerably better than others in the table.

[mc2fool]

Such short term figures only tells us what's happened, well, in the short term. For a long(er) term look, here's DIG vs MUT vs JCH vs CTY vs EDIN vs FTSE 100 (yes, these are capital only): http://mediacharting.digitallook.com/cg ... dicator_3=

I excluded LWDB and FGT from the above 'cos DigitalLook has a mysterious (as in I can find a reason why) plummet for LWDB in 2002, and FGT has so outperformed the others since the 2009 low that it pushes up the scale of the chart. Here is the above plus LWDB and FGT. http://mediacharting.digitallook.com/cg ... dicator_3=

[LittleDorrit]

LWDB had a 5 for 1 share split during 2002. Along with the UK market the adjusted price fell 31% from £12.57 to £1.7175 for the period 5/04/02 to 5/04/03.
The LSE chart takes care of these things.
https://www.londonstockexchange.com/sto ... mpany-page

[Dod101]

I am sorry to say that I can just about cope with a one line chart but mc2fool's one looks like a drawing by a two year old, and I simply cannot tell which one is the top line never mind the rest. Who needs/wants charts anyway? Much easier just to read the numbers surely? They tell the story directly. And of course all of these can prove anything depending on the period. Not many ITs have a single manager for as long as City of London has, not that that is always a benefit but a change of manager often is a prelude to a change in the returns from the IT.

Dod