CT GLOBAL MANAGED PORTFOLIO TRUST: Clever 新たな展開 that keeps 投資家s happy with income - and growth

投資 信用 CT Managed 大臣の地位 is a rather peculiar 基金 that may put off some 投資家s. Yet its eclectic structure has 長所 ? and should 控訴,上告 to those who have 的d 客観的なs or who may wish to change the 焦点(を合わせる) of their 投資s as they get older.

Managed since 開始する,打ち上げる 18 years ago by Peter Hewitt, the 信用 申し込む/申し出s 投資家s two 大臣の地位s ? one income-orientated and the other growth-driven. Both are 投資するd in other 投資 信用s and are 分かれて 名簿(に載せる)/表(にあげる)d on the London 在庫/株 交流.

So, the income 在庫/株s are 35-strong and have a 連合させるd market value of £56 million. The 株 price is £1.11.

The 40 growth companies have a total market value of £86 million and 株 貿易(する) at around £2.42. Only three companies ? 法律 Debenture, Lowland and TR 所有物/資産/財産 ? are held in both 大臣の地位s.

The clever bit is that any income 生成するd by the growth 大臣の地位 is transferred to the 歳入 account of the income 大臣の地位, その為に 上げるing the (株主への)配当 prospects for income 株主s.?

The quid プロの/賛成の quo is that an 同等(の) 資本/首都 sum is paid over to growth 投資家s, その為に 高めるing their 資本/首都 returns.

The final part of the jigsaw is that once a year (October), 株主s can 移転 their 株 from the growth to income 大臣の地位 (or 副/悪徳行為 versa) without incurring any 可能性のある 義務/負債 to 資本/首都 伸び(る)s.?

This is an attractive 協定 given the 政府's 削除するing of the 年次の 伸び(る)s 投資家s can crystallise without incurring 税金. Come April 6, the start of the new 税金 year, this will 落ちる from £6,000 to £3,000.

For 投資家s with income 株, the strong (株主への)配当 支払い(額)s have made up for the 大臣の地位's indifferent 資本/首都 業績/成果.?

For the past 12 years, the (株主への)配当s they have received have 辛勝する/優位d up ? and there is every prospect 12 will become 13 when the final (株主への)配当 支払い(額) is 発表するd in June.

So far this 財政上の year, three 支払い(額)s of 1.8p a 株 have been made ? ahead of the 1.67p paid in the previous year.?

'I would be surprised if the board didn't 許可/制裁 a final divi for the year that meant we had another year of (株主への)配当 growth under our belt,' says Hewitt.

The 信用 is one of 32 that the 協会 of 投資 Companies has labelled as 'next 世代' (株主への)配当 heroes ? with between 10 and 19 years of 年次の income growth.

全体にわたる, growth 投資家s have done better over the past five years, 生成するing returns of more than 20 per cent. Income 投資家s have received a total return of just under 10 per cent. Hewitt says three 投資 主題s 支配する the way he runs the 基金.

First, the two 大臣の地位s have 重要な (危険などに)さらす to UK 公正,普通株主権 投資 信用s because they are 'dirt cheap' and could 決起大会/結集させる if 利益/興味 率s start 落ちるing.

Secondly, he likes 信用s 投資するd in 私的な 公正,普通株主権.

Finally, a 重要な driver for the growth 大臣の地位 is 投資するing in 重要な 世俗的な 投資 傾向s such as healthcare and 科学(工学)技術. Hewitt says some of these holdings such as Allianz 科学(工学)技術, JPMorgan American and Polar 資本/首都 科学(工学)技術 have been 重要な 大臣の地位 構成要素s since before 2010, 得るing returns at least six times their 初めの value.

The 信用 is part of 全世界の 投資 house Columbia Threadneedle with Hewitt running it from offices in Edinburgh.?

The income an d growth 大臣の地位s have 各々の 株式市場 身元確認,身分証明 codes of B2PP3J3 and B2PP252 and the market tickers are CMPI and CMPG. 各々の 年次の 告発(する),告訴(する)/料金s, 除外するing those 徴収するd by the underlying 投資 信用s, are 1.2 and 1.1 per cent.