Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I discuss with regular guest Andrew McHattie, editor of the Investment Trust newsletter, the latest news from the investment trust sector, with some passing comments on the performance of global financial markets in the light of the Iranian crisis. Tru...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
An increasing number of equity trusts are choosing to fix their dividends at a set proportion of their NAV, commonly referred to as an enhanced dividend, rather than the more traditional approach of basing their payout on the income they receive each year. A rule change in 2012 paved the way for this trend, although it took a few more years before it became more widely adopted. The last eighteen months or so have seen enhanced dividends surge in popularity, with 12 more trusts announcing such policies. It remains a divisive topic, with critics saying it adds costs and is essentially a trust ju...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
A regulation change in 2012 allowed investment companies to pay dividends out of any capital profits they have made as well as any income received, as long as their shareholders approve the practice. Known as an enhanced dividend policy, it has remained a minority sport with only a few dozen trusts going down this route. Quite a few of them choose to pay out a set percentage of their net asset value each year in order to attract income-seeking investors. Here we look at which trusts are paying out such dividends and what factors investors may need to consider when considering them for their po...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
Stuart qualified as a chartered accountant before moving into journalism and has 20 years of experience of owning and writing about investment trusts from an independent standpoint. He is now producing regular fund profiles for the Money Makers circle. This post originally appeared on his blog but it has been added to our archive to build up our library of content.
JPMorgan Global Growth & Income has become one of my larger positions in the last few years. I first bought it in 2017 but in early 2019, after a decade in charge, the trust's then-manager decided on a career change. The trust'...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers