DIVERSE INCOME TRUST: UK specialist is pinning its hopes on 利益/興味 率 削減(する)s to 誘発する 復活

Gervais Williams says he is more bullish about UK 公正,普通株主権s than he has been at any time in his 30-year City career.

Williams, 長,率いる of 公正,普通株主権s at 投資 house 首相 Miton, believes a combination of 切迫した 利益/興味 率 削減(する)s, 経済的な 回復, and the end of globalisation, could 誘発する a 復活 in the UK 株式市場 over the coming months.

'We're in a beautiful place,' he says. 'The next five years could 現在の 投資家s in the UK 株式市場 with some exciting returns, 特に ーに関して/ーの点でs of beautiful growing income.'

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Williams is a 基金 経営者/支配人 who specialises in UK 投資s. Together with ツバメ Turner, he runs several 投資 基金s and 株式市場-名簿(に載せる)/表(にあげる)d 投資 信用s for 首相 Miton. They 含む 基金s UK Smaller Companies, UK Multi Cap Income, and 投資 信用 UK MicroCap.

The 二人組 also 監督する The Diverse Income 信用, which, as its 指名する 暗示するs, 配達するs income from across the UK 株式市場.

That means 持つ/拘留するing 中心的要素 (株主への)配当-friendly 在庫/株s such as energy 巨大(な)s BP and 爆撃する, 同様に as income-friendly 株 that are off the レーダ of most 投資家s.

The result is a 大臣の地位 構成するing 107 holdings, with a bigger (危険などに)さらす to the FTSE 目的(とする) 索引 (30 per cent) than to the FTSE100 (23 per cent). 'We 追跡(する) 負かす/撃墜する income wherever we can find it,' says Williams. 'Growing income is the goodness in the 大臣の地位.'

ーに関して/ーの点でs of income, the 信用 has been a success since it was 開始する,打ち上げるd in April 2011 with Williams at the 舵輪/支配 ? Turner joined a month later.

The total 年次の income paid to 株主s has gently risen, although 時折の one-off special (株主への)配当s (for example, in the year to the end of May 2019) mean it can't lay (人命などを)奪う,主張する to a long 跡をつける 記録,記録的な/記録する of 連続した 年一回の (株主への)配当 増加するs ? like competing UK 公正,普通株主権 income 信用s such as City of London and JPMorgan Claverhouse.

In the 現在の 財政上の year (to the end of May 2024), the £268 million 基金 has so far made two 年4回の 支払い(額)s of 1p a s hare, a small 0.05p rise on the 同等(の) (株主への)配当s paid in the previous year.?

To put these into 状況, the 信用's 株 貿易(する) at around 85p, with the 年次の (株主への)配当 同等(の) to a 産する/生じる of 4.8 per cent.

Yet, like many UK 焦点(を合わせる)d 投資 基金s with a lot of (危険などに)さらす outside the FTSE100 索引, the 全体にわたる 資本/首都 returns have been meagre. Over the past three years, for example, 株主s have experienced 全体にわたる losses of nearly 14 per cent.

Williams, however, is 納得させるd that a turnaround is coming ? and the short-称する,呼ぶ/期間/用語 numbers 示唆する it may already have begun. Over the past month, the 信用 has made a 伸び(る) of 2.9 per cent.

'利益/興味 率 削減(する)s are around the corner,' he says. 'The ability to raise 資本/首都 is getting easier for UK companies. It's all rather exciting.'

Successful 投資s 含む 目的(とする)-名簿(に載せる)/表(にあげる)d energy company Yu Group, which the 信用 投資するd in six months ago.

'It is way ahead of 競争相手s ーに関して/ーの点でs of 顧客 service,' says Williams. Its 株 are up more than 20 per cent since the 信用 bought into it.

洗面所 paper 供給者 Accrol, a 信用 持つ/拘留するing, is 現在/一般に a 引き継ぎ/買収 的 of Portuguese 競争相手 航海士. Williams is unimpressed. 'We don't want the companies we 持つ/拘留する to be taken over,' he says. 'We have them in the 大臣の地位 because we like them.'

The 信用 has a 株式市場 身元確認,身分証明 code of B65TLW2 and a market ticker of DIVI. 年次の 告発(する),告訴(する)/料金s are just below 1.1 per cent.

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