28 June 2022
Trustnet looks at the IT UK Equity Income, Global Equity Income and Asia Pacific Equity Income sectors to see which trusts have paid out a strong income while making good total returns.
Investors that rely on income have had a tumultuous few years, firstly with the pandemic and then latterly with the threat of rising inflation and interest rates.
One area that many have highlighted is investment trusts, which were able to retain excess income in the past but as things have improved for dividend payers can now start to increase payouts while replenishing their reserves.
However, there are only three trust sectors dedicated to equity income: IT UK Equity Income, IT Global Equity Income and IT Asia Pacific Equity Income.
Rather than dividing these into their own sections (there are only 34 trusts in total across the three peer groups) Trustnet looked at the three sectors together.
To do this, we calculated the income paid on an initial £10,000 investment made at the start of 2017 to the end of 2021 and excluded those that had paid less than average.
We also looked at the portfolio’s total return over that time, putting all trusts from the three sectors into one list and filtering this down to those in the top 25%.
https://www.trustnet.com/news/13311663/ ... op-returns
There are two tables in the article, which lists 6 trusts: JGGI, LWDB, MRCH, JAGI, Shires, DIG.
I hold 5 of the 6 trusts listed, (all except Shires).