abrdn Equity Income - Jul 2024 | Kepler Trust Intelligence

Latest Research

AEI offers investors an attractive yield and growing dividend…

Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.

Read the full article

Josef Licsauer

[email protected]

Updated: 17 July 2024

Upcoming Events

Video

Monthly roundup

Monthly roundup: updates from the property sector, our income event and digital infra news

Kepler Trust Intelligence

Jo, David and Ryan discuss the latest news, reviews and interviews in the investment trust world...

Kepler Trust Intelligence

High yield UK stocks, with AEI Manager Thomas Moore – Podcast: Trust Issues #28

David Kimberley

We talk managing value trap risks, opportunities in the UK, and the outlook for UK equities...

David Kimberley

December 2023

In-come all ye faithful

Ryan Lightfoot-Aminoff

Equity income could be a beneficiary of the higher interest environment, with trusts a good way to capture it…

Ryan Lightfoot-Aminoff

abrdn Equity Income

Ryan Lightfoot-Aminoff

AEI is delivering a sector-leading yield, with low valuations offering strong capital growth potential…

Ryan Lightfoot-Aminoff

October 2023

You say potato

Despite being in the same sector, investment trusts in the UK Equity Income sector could be more lowly correlated than you might think…

February 2023

Go your own way

Our analysis shows that investment trusts offer better diversification for those seeking income from equities...

abrdn Equity Income

AEI generates one of the highest yields in the sector without compromising growth potential…

May 2022

abrdn Equity Income

A contrarian approach to UK equity income investing…

February 2022

The dividend dilemma

We examine the trade-off between earning a current high dividend yield and growing future dividends...

December 2021

Dividends in the time of corona

Investment trusts have proven their worth during the pandemic, delivering dividend growth despite the turmoil…

September 2021

Aberdeen Standard Equity Income

ASEI has had a strong twelve months as the macro shifts in its favour...

May 2021

Results analysis: Aberdeen Standard Equity Income

Kepler Trust Intelligence

ASEI’s board have indicated that it intends to raise the dividend again in the current financial year…

Kepler Trust Intelligence

March 2021

Strength in depth

UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...

November 2020

Aberdeen Standard Equity Income

ASEI targets above-average income and capital growth with an index-agnostic approach...

April 2020

Hold fast

Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK dividend cuts of as much as 47%....

March 2020

The importance of buying earners*

William Heathcoat Amory

Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...

William Heathcoat Amory

Aberdeen Standard Equity Income

ASEI targets above-average income and capital growth with an index-agnostic approach...

December 2019

Holding something in reserve

A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…

June 2019

Measure for measure

William Sobczak

In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…

William Sobczak

May 2019

Aberdeen Standard Equity Income

William Sobczak

The long-standing manager, Thomas Moore, utilities a bottom up approach to identifying opportunities, and is entirely index agnostic in his approach...

William Sobczak

October 2018

We can be heroes

William Sobczak

Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...

William Sobczak

Aberdeen Standard Equity Income

William Sobczak

Standard Life Equity Income (SLET) offers investors above-average income, while also providing real growth in capital and income.

William Sobczak

June 2018

Still waters run deep

William Heathcoat Amory

UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...

William Heathcoat Amory

Aberdeen Standard Equity Income

A highly-differentiated UK trust which, thanks to the manager’s unconstrained approach, generates the majority of its income away from the most popularly-held stocks in the sector...

December 2017

Aberdeen Standard Equity Income

A highly differentiated UK equity income trust with a clear focus on dividend growth

November 2017

Thin ice

Our analysis shows the extent to which funds in the UK equity income sector are concentrated on just a few dividend paying stocks, revealing significant systemic risk…

Schroder Income Growth

A UK income trust run via pragmatic approach that aims to blending higher-yielding shares to try and bolster income generation with lower yielding shares that should help maintain dividend and capital growth

Chelverton Small Companies Dividend

A small-cap income fund carrying the maximum Kepler Income Rating

Diverse Income Trust

A UK multi-cap income trust with a small-cap bias that shows investors don’t need to focus on the most popularly-held dividend stocks for yield

Finsbury Growth & Income

A differentiated UK income trust with a vigorous discount control mechanism that bears little resemblance to the index or its peers due the manager’s concentrated, stockpicking approach

Standard Life UK Smaller Companies

A best in class growth portfolio run by an experienced team...

October 2017

UK Commercial Property REIT

A conservatively managed UK property trust with a focus on industrial and defensive, dominant ‘out of town’ retail properties

Standard Life Investments Property Income

A top-performing property trust aiming for a high but sustainable yield...

May 2017

Why reinvesting dividends is crucial

Standard Life Investments

The team at Standard Life Investments highlight the powerful effect reinvesting dividends can have on an investor's total returns...

Standard Life Investments

Welcome to Kepler Trust Intelligence

Please check your email. If an account exists you'll be sent instructions on how to reset your password.

To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.

What type of investor are you?*

Please choose an option

{{item.msg}}

What company do you work for?*

Please enter a company name

{{item.msg}}

Where are you based?*

Please enter a location name

{{item.msg}}

What platforms do you trade on?

Please choose an option

{{item.msg}}

Please specify which platform you use...

Please enter a platform

{{item.msg}}

How big is your investment portfolio?

Please choose an option

{{item.msg}}

Which investment trust(s) are you a director for?

Please enter a trust

{{item.msg}}

Create a free account to get full access to Kepler Trust Intelligence See benefits

A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.

Please select an option

{{item.msg}}

First Name

Please enter your first name

{{item.msg}}

Last Name

Please enter your last name

{{item.msg}}

Email*

Please enter a valid email address

An account already exists with this email - have you forgotten your password?

{{item.msg}}

Password*

Please enter a valid password

{{item.msg}}

Password Confirmation*

Please enter a valid password

{{item.msg}}

I confirm that I am not a resident of the United States of America. ?

The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.

Please confirm

{{item.msg}}

Receive a weekly summary of the latest research

Please select an option

{{item.msg}}

Already got an account?

How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.

Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

{{item.name}} x

Browse all funds

Need help?

Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts.

Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space.

Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers.

Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.