
Here are five world-class investment trusts with strong dividend records ideal for a retirement portfolio: City of London (CTY), Bankers (BNKR), F&C (FCIT), Scottish Mortgage (SMT), and Henderson Smaller Companies (HSL). These trusts have consistently raised dividends and offer diversified exposure across sectors and geographies.
🏆 Top 5 Investment Trust Dividend Shares for Retirement
These trusts are recognized as “Dividend Heroes” by the Association of Investment Companies (AIC), having increased their dividends for at least 20 consecutive years:
- City of London Investment Trust (CTY)
- Dividend streak: Over 57 consecutive years of increases
- Focus: UK equities with a tilt toward income-generating blue chips
- Yield: Around 4%
- Why it’s great: CTY is a stalwart for income investors, offering stability and a long-term track record.
- Bankers Investment Trust (BNKR)
- Dividend streak: Over 55 years
- Focus: Global equities with a balanced approach
- Yield: ~2.2%
- Why it’s great: BNKR provides global diversification and consistent income growth.
- F&C Investment Trust (FCIT)
- Dividend streak: Over 50 years
- Focus: Global equities with a large-cap bias
- Yield: ~1.5%
- Why it’s great: FCIT is one of the oldest trusts, offering broad exposure and steady income.
- Scottish Mortgage Investment Trust (SMT)
- Dividend streak: 40+ years
- Focus: High-growth global companies, especially in tech and innovation
- Yield: ~0.9%
- Why it’s great: While the yield is low, SMT offers capital growth potential and a long-term dividend record.
- Henderson Smaller Companies (HSL)
- Dividend streak: 20+ years
- Focus: UK smaller companies
- Yield: ~2.5%
- Why it’s great: Adds exposure to UK small caps with a reliable income stream.
🔍 Why These Trusts Work for Retirement
- Consistency: All five have long histories of annual dividend increases.
- Diversification: They span UK and global markets, large and small caps.
- Resilience: Their ability to smooth dividends using revenue reserves makes them ideal for weathering market downturns.
co pilot

Leave a Reply