Episode Description
The UK Investor Magazine was thrilled to welcome Thomas Moore, Fund Manager of Aberdeen Equity Income Trust, to discuss the trust’s award-winning strategy and approach to achieving a high yield with a UK equity income mandate.
The trust has earned AIC Dividend Hero status and won Best Income Trust at the Online Money Awards. The trust is among the best performing AIC equity income trusts over the past 52 weeks on a NAV growth basis while maintaining an attractive 6% yield.
Find out more about Aberdeen Equity Income Trust here.
The conversation begins by exploring Moore’s distinctive approach to UK equity investing and what sets Aberdeen Equity Income Trust apart from its peers. We delve into the trust’s index-agnostic approach to portfolio construction and how it enhances the trust’s payouts.
Thomas provides his view on the current UK political environment and the implications for UK shares.
Financials dominate the trust’s portfolio, Thomas explains the attraction of the sector and what the future holds. We explore portfolio companies including HSBC, BP, Coats and Ithaca Energy. Thomas also provides his view on the housebuilders.
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