https://www.graviscapital.com/funds/gcp-infra/fund-info
Category: Uncategorized (Page 122 of 297)
Market are quiet after xmas to the beginning of the new year, so if anyone wants to pen a comment, either for or against dividend re-investment, I will post selected comments, so get penning.
art paper companies
imageprointernational.com/blogs/imaginews/artdeco…
Velten40216@gmail.com
64.187.236.215
This blog is definitely rather handy since I’m at the moment creating an internet floral website – although I am only starting out therefore it’s really fairly small, nothing like this site. Can link to a few of the posts here as they are quite. Thanks much. Zoey Olsen
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Sequoia Economic Infrastructure Income Fund Limited
(the “Company”)
STRONG INTEREST INCOME GENERATION FROM RESILIENT PORTFOLIO WELL POSITIONED TO DELIVER ATTRACTIVE AND SUSTAINABLE RETURNS
Interim Results for the six months ended 30 September 2024
KEY HIGHLIGHTS
Resilient portfolio generating substantial cash
· NAV per share growth of 1.3% to 95.03p (FY24: 93.77p), driven in part by the strong interest income of the portfolio (94.37p as at 31 October 2024).
· Total dividends of 3.4375p per share, consistent with full year target of 6.875p. First half dividend yield of 8.6%. Dividend cash cover of 1.06x.
· Total NAV return of 5.1% in the first half, on track to meet target annual gross return of 8-9%.
· Significantly outperformed Gilts by 3% over the six-month period and broadly in line with leveraged loans and high-yield bonds.
I LOVE dividends. What beats sitting back, collecting payments – from businesses who’re serving customers every day? Dividends can have a huge impact on an investor’s returns. Just look at the FTSE-100, for example. In 20 years – from 2000 to 2020 – this popular index of UK shares barely moved. However, with dividends included, the FTSE-100 returned 122%. Almost all of the gains came from the dividends. And this income potentially helped shield investors during market declines. Of course, nothing is guaranteed. Investors must choose the right dividend shares in quality companies. So before buying any income stock, we believe it’s important to check: 1. Is the dividend yield high enough? Yield is the expected annual income relative to the current share price. For example, a £10 stock paying a £0.50 annual dividend has a 5% dividend yield. Finding this number is easy. Type any stock into Google to see its dividend yield at a glance. In general, we suggest looking for stocks paying a 2-6% dividend yield. Anything smaller could mean better options are elsewhere. Anything larger might be a red flag – which brings me to the second check: 2. Is the dividend sustainable? Dividends are never guaranteed. And there’s no point collecting a huge dividend if it’s more likely to eventually get cut. That’s why it’s crucial to check the company’s ‘Payout Ratio.’ Divide the company’s dividend by its earnings per share. This reveals the percentage of net earnings paid out as dividends. The right payout ratio depends on the company and its industry. However, 30-75% is a good general range. 3. Is the dividend consistent? Better still, is it GROWING? Some income stocks have monster track records – paying dividends for 30, 40 and even 50+ straight years. Although past performance does not guarantee future performance, nor does past dividend guarantee future dividends, I see it as a positive sign to consider. Others (often called ‘Dividend Aristocrats’) have even increased the dividend every year. Sometimes for decades without fail. ANY company can cut its dividend. However, it’s arguably less likely with those who’ve built a long track-record. If they did cut the dividend, it would potentially have a bigger impact on the company’s market value. |
AGA offers access to a diversified portfolio of high-quality companies by investing in Private Equity Funds advised by Apax. These companies are identified and selected by the Apax team, leveraging their deep sector insights, and drawing on the firm’s 50-year experience.
Capital not invested in Private Equity is deployed into a portfolio of debt to generate income towards the dividend and additional returns.
Why invest in AGA?
We offer our shareholders access to a portfolio of ‘hidden gems’: carefully selected, and mostly private companies that they can’t buy elsewhere.
We have built a long track record of generating strong returns through this approach.
Public access to private companies
Some Trusts to research for an Accumulation portfolio, others are available. You need to check the spread and generally the higher the yield the bigger the risk perceived by the market. This is often wrong as the yield is driven by the price and the outcome on the reliability of the managements guidance.