| Asset Group | Asset Sub-Group | Investment Category |
| Equities | UK equity income | Income |
Job Curtis has long tenure on this fund having been at the helm since July 1991. He is supported by the wider team and deputy David Smith, but his experience and input is key to this portfolio. Curtis is a cautious, mildly contrarian investor who doesn't ignore the macro picture, but primarily focuses on bottom-up analysis. Cash generation and physical assets are important elements, but the primary focus is dividend yield as a measure of value. This is balanced with balance sheet scrutiny to ensure robustness, continuity, and growth in distributions. The focus on well-managed companies that have a commitment to dividends has also helped enable the trust to consistently increase its dividend year on year, with the use of reserves demonstrating the benefit of the investment trust structure to smooth income volatility over time. The trust has shown strong historical performance versus open-ended peers and reasonable returns versus the FTSE All-Share Index, despite a relatively low active share and tracking error. Opinion November 2022 | ||
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